Customer Connect + Oneflow CRM integration

Overview

Create digital contracts from Customer Connect and track signing on the sales board. Oneflow keeps contract management together so you can move the deal forward once the customer has signed.

Take the deal from Customer Connect to a digital contract

Check the customer details and what you have agreed before creating the contract. The contract text syncs to Oneflow, where the customer can sign digitally on their device. Once the contract is signed, the sales board in Customer Connect updates.

Check the agreement before signing

Start with a deal whose scope and terms are clear. Review customer details and agreement text, and decide who checks the content. Then use an example to check how the text passes from Customer Connect to Oneflow.

Once the customer signs, you can follow the update in the sales pipeline. Decide who takes the next step, such as preparing invoice information or contacting the customer about getting started.

Review your contract workflow

Start with a contract you regularly use. Review the information you need, who checks the text and who follows up with the customer. Then try how the steps fit into your sales process.

Compare plans and see the other CRM integrations.

Contact us about the Oneflow integration to review your setup. For the next step after the contract, there is also the Bokio integration.

What you can do

• Create the contract in Customer Connect

  The contract text syncs to Oneflow.

• Track signing

  The sales board updates when the contract is signed.

• Make signing simple

  The customer signs digitally on their device.