Integrations

• Understanding the Salesforce Integration
• Installing the Salesforce Integration
• Salesforce Advanced Installation

• Install SpotDraft app from Salesforce AppExchange
• Configure the integration - Field mapping and other settings

• Sync SpotDraft Contract Metadata Details to HubSpot
• Understanding the HubSpot Integration
• Installing the HubSpot Integration

• Zoho CRM

• SAML SSO Setup
• User Provisioning (SCIM) Setup
• Okta SCIM Setup
• Okta SAML Setup
• Azure Setup
• OneLogin Setup

See all 9 articles

• Configuring DocuSign Advanced Electronic Signature (AES) in SpotDraft
• DocuSign

• Microsoft OneDrive
• Box
• Dropbox
• Sharepoint
• Google Drive

• Outlook Addin
• Gmail Plugin

• Create from Greenhouse

• Slack Integration
• MS Teams Integration

• Jira
• Google Forms

• Access Control Using Metadata Fields
• Airtable Integration
• Envoy Integration