Salesforce
Integration By Certinal Send, sign , and close agreements faster with enterprise-grade eSignatures embedded directly in Salesforce. Overview The Certinal Salesforce integration brings secure, compliant eSignatures directly into your CRM workflows. Sales, legal, and operations teams can send, track, and complete agreements without leaving Salesforce, eliminating handoffs and manual follow-ups. Contracts, order forms, NDAs, and approvals move forward
Integration By Certinal
Send, sign , and close agreements faster with enterprise-grade eSignatures embedded directly in Salesforce.
Overview
The Certinal Salesforce integration brings secure, compliant eSignatures directly into your CRM workflows. Sales, legal, and operations teams can send, track, and complete agreements without leaving Salesforce, eliminating handoffs and manual follow-ups. Contracts, order forms, NDAs, and approvals move forward at the pace of your deals, not your paperwork. By working inside the system teams already use every day, Certinal ensures adoption is frictionless and processes stay consistent. Leaders gain real-time visibility into agreement status, while IT and compliance teams benefit from centralized control, audit readiness, and enterprise-grade security without adding complexity to the Salesforce environment.
Highlights
- Native Salesforce experience
Send and manage eSignatures directly from Salesforce records without switching tools. - Automated agreement workflows
Trigger signature requests and reminders automatically as deals progress through stages. - Real-time status visibility
Track signing progress and completion instantly from within Salesforce dashboards. - Built-in compliance controls
Ensure every signed document is secure, traceable, and audit-ready by default.
Benefits
- Shorter sales cycles
Reduce delays by removing manual steps and keeping agreements moving in real time. - Higher sales productivity
Free teams from chasing signatures so they can focus on closing and expanding deals. - Stronger compliance posture
Maintain consistent signing standards with clear audit trails and policy enforcement. - Better customer experience
Deliver fast, seamless signing experiences that match modern buyer expectations.
Integrations
- Business Applications
- Cloud Storage & Collaboration
- Communications
- Digital Identity & Trust Services
- Workflow Automation & iPaaS
Region
- Eastern Europe (Poland)
- Europe
- Global
- Latin America
- Middle East (UAE)
- North America
Department
- Compliance
- CX
- Finance
- Government
- Healthcare
- Healthcare Operations
- HR
- Identity & Trust
- IT
- Legal
- Operations
- Procurement
- Procurement Ops
- Revenue Ops
- Sales
- Sales Ops
Use Case
- BFSI
- Enterprise
- Enterprise (Cross-Industry)
- Government
- Healthcare
- Life Sciences
- Public Sector
- SaaS
- Technology