Concept: Integrations
You can set up customer relationship management (CRM) and storage sync integrations in Contract Management and Document Intelligence. When you use integrations to connect with external platforms and services, you can configure:
- CRM and sales systems such as Salesforce.
- Document editing.
- Email intake.
- eSignature methods such as Adobe Sign and DocuSign. For details, see Concept: E-Signature Account Types.
- Third-party storage solutions. For details, see Use Public APIs to Create Integrations.