Webinar

Accelerating Deals with Checkbox & Salesforce: No-Code Workflow Integration

Watch how Checkbox’s Salesforce integration streamlines contract workflows by auto-populating data, triggering NDAs, managing approvals, syncing documents, and accelerating deals without leaving Salesforce.

00:02 Intro vibes; welcome & agenda
00:39 Housekeeping, Q&A, poll later
01:41 Who’s speaking; new Salesforce integration
02:13 Why now: pressures on legal
03:15 Challenge #1: speed for revenue teams
03:52 #2: doc sprawl; #3: duplicate data
04:23 #4: data accuracy before execution
04:55 What Checkbox is (no-code automation)
05:29 Legal use cases; today = contract workflows
06:34 Goal: legal involved only when needed
07:14 Demo POV: salesperson living in Salesforce
08:18 Intake routes to Checkbox NDA app
08:52 SFDC Feature #1: pull my Opportunities by email
10:00 Auto-populate opp attributes (value, stage, close date)
10:36 SFDC Feature #2: update fields (e.g., Stage → Contracting)
11:09 Safety check: confirm before writing back to SFDC
12:16 Stage changed in Salesforce without leaving app
12:49 Validate counterparty; ABN/registry lookup & select
13:58 Add short name & counterparty contact (email)
14:36 Deal size pulled from SFDC; threshold logic triggers legal
15:44 Alternate path: reduce value → self-serve route
16:47 Generate NDA; fields prefilled from Salesforce
17:26 Conditional clause example (Trade Secrets = Yes)
18:01 Handoff to counterparty via email
18:37 Counterparty options: sign, minor edits, or negotiate
19:41 In-app redlining/comments (see separate webinar)
20:51 Send to DocuSign for execution
21:31 SFDC Feature #3: auto-upload docs to Opportunity
22:10 Recap: pull data, update data, upload files
23:09 Setup tour: Salesforce block (drag-and-drop)
24:26 Conditions & custom queries; support for custom objects
26:44 Benefits: faster deals, zero double-entry, one UX, consistency
27:19 FAQ: start & sign from inside Salesforce? (Yes)
28:28 FAQ: launch any Checkbox workflow from Salesforce? (Yes)
29:03 FAQ: multiple SFDC accounts; whose creds used
30:02 FAQ: custom objects supported? (Yes, yes, yes)

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