12 enterprise CLM integrations your company needs in 2024
Buyer’s Guides
March 16, 2023
9
min
Enterprise businesses need a fast and efficient way to manage their contracts, especially given how many they process.
Fortunately, there are plenty of enterprise CLM integrations on the market that can reduce contract admin and streamline the contract workflow for large businesses. Discover what they are in this post.
What are the best enterprise CLM integrations?
Enterprise companies can easily agree thousands of contracts each year, depending on their business model. This makes managing enterprise contracts painful for companies without the right workflows and integrations in place.
This post covers six different types of tools you can integrate with your contract lifecycle management software for a more efficient contracting process.
1. Customer relationship management software
Customer relationship management (CRM) solutions are among the most popular CLM integrations for enterprise businesses in 2024.
This is because enterprise companies often have a large customer base, and CRM tools offer a more effective, streamlined way to communicate with and manage these customers.
Integrating your CRM with your CLM software gives your business the opportunity to manage these customer relationships even more efficiently. By integrating your CRM with a CLM solution like Juro, you can automate the routine admin associated with creating contracts for your customers and prospects.
Rather than manually drafting legal agreements one-by-one, Juro’s integration with CRMs like Salesforce, HubSpot, and Microsoft Dynamics enables sales and customer success teams to generate contracts in just a few clicks using automated contract templates and the data stored within your CRM of choice.
Below are some of the best CRM integrations for enterprise businesses that want to streamline contract management.
Salesforce
Salesforce is the leading CRM for enterprise companies. This makes it one of the most popular solutions to integrate with your contract management software, with more than 150,000 companies using the platform.
The CRM enables teams across the business to capture and collaborate on detailed records about customers and prospects, with plenty of features that make cross-selling and upselling easier.
Salesforce is also highly customizable. This makes it a great option for enterprise companies that want to build complex workflows or find ways to simplify and streamline the ones they have already - like contract management.
HubSpot is another CRM that businesses often integrate with their contract tool to streamline their contract workflows and sales processes. Like Salesforce, HubSpot is used by more than 150,000 businesses across the world, with customers like Soundcloud, Reddit, and Loom.
But HubSpot isn’t just a CRM. It’s also a marketing automation platform, meaning users that integrate it with their CLM can streamline marketing admin, too.
HubSpot’s CRM offers custom reporting, deal stage, and task automation, and even predictive lead scoring. When paired with a CLM, sales reps can even manage their sales agreements within HubSpot, meaning they can generate MSAs and other sales contracts without leaving the platform.
Learn how businesses like yours are managing contracts in HubSpot or hit the button below for a personalized demo of how Juro’s integration with HubSpot works.
Microsoft Dynamics 365 is a powerful CRM used by enterprise companies to store customer data, manage deals and streamline sales cycles. The cloud-based CRM has various high-profile customers across different industries, including Coca-Cola, Investec, L’Oreal, and HP.
Businesses that don’t integrate Microsoft Dynamics with their CLM often end up jumping between up to five different tools to manage their sales contracts. However, if they connect Microsoft Dynamics with a tool like Juro, they’re able to reduce this process to just two tools and just a few clicks.
Applicant tracking systems (ATS) and HR information systems (HRIS) are both great tools to integrate your contract lifecycle management software with, especially if you’re looking for a more efficient way to create and manage employment offer letters, option agreements, and other HR contracts.
Integrating your contract management software with your ATS or HRIS means that you no longer need to jump between multiple different tools to get contracts over the line. An integration with a tool like Juro will enable your HR teams to generate contracts in just a few clicks, without leaving the platforms they know and love.
Rather than having to manually draft and populate your employment contracts in an editor like Microsoft Word, HR teams simply need to select a template and an employee/candidate profile.
The rest of the process is automated by the CLM tool using pre-approved templates and the data stored within your HR platforms. This means that you create watertight HR contracts in seconds.
Below are a few of the most popular CLM integrations for HR teams in enterprise businesses.
Greenhouse
Greenhouse is a market-leading applicant tracking system for enterprise companies, with recognizable customers like Booking.com, HubSpot, and Dropbox.
The ATS is used by recruitment teams to source talent, track applications, and manage candidates as they progress through the hiring process. This makes it particularly useful for enterprise businesses that make frequent hires and need to reduce the admin involved.
According to G2, Workday is one of the best enterprise solutions for HR teams. The cloud-based HRIS tool is used by high-profile customers like Netflix, GE, Airbus, and AstraZeneca and offers a variety of features.
The platform can be used for headcount planning, onboarding, and compensation management, among other things. But when you integrate it with your CLM software, it can also be used to create, update and share contracts with your employees.
This is because the data stored within Workday can be used to automatically populate contract templates like employment contract amendments, NDAs, and other important business contracts. These automated workflows mean that Workday users no longer need to draft HR agreements manually. Instead, they can generate HR documents on demand, with minimal admin required
Most contract management platforms, like Juro, will offer their own contract repository. This makes it easy to store contracts and their data without connecting the CLM with another tool.
However, many enterprise companies opt to store their documents in shared drives so that they can be accessed right across the business.
If you don’t integrate your storage solutions with your CLM, this process is usually a manual one. Contract managers will need to upload each individual contract to the right folder and set the right permissions.
This works for small businesses processing a handful of contracts, but it can quickly become painful for enterprise companies with lots of contracts to store.
Luckily, most businesses can connect their CLM software with their storage solutions to ensure their contracts are uploaded to shared drives automatically post-signature.
We’ve listed a few of the most common enterprise CLM integrations for storage below.
Dropbox
Dropbox is a popular CLM integration for enterprise companies. This is because Dropbox offers an enterprise plan with plenty of customization options, advanced access controls, and 24/7 customer support.
Rather than manually uploading your contracts to Dropbox one by one, businesses that integrate Dropbox with their CLM platform can trust that their contracts are uploaded to Dropbox automatically at certain stages of the contract lifecycle. For most businesses, this means automatically uploading copies of a contract to Dropbox once they’ve been signed.
Sharepoint is a Microsoft-owned storage solution that enables large teams to store, share and organize files. It’s popular among enterprise businesses since they often use Microsoft’s other applications, like Microsoft Word and Microsoft Dynamics.
Unlike Dropbox and other shared drives, Sharepoint can be used to do more than just store documents, making it more of a document management system than a storage tool.
That said, Sharepoint remains a popular CLM integration for enterprise companies that want to store their legal documents centrally.
To find out more about how enterprise businesses use Sharepoint to store and manage their contracts, check out this guide to Sharepoint contract management in 2023.
Google Drive
Google Drive is another common way to store contracts post-signature, especially among businesses that draft their contracts in Google Docs and share them via Gmail.
But Google Drive can also be used to store contracts created within your CLM software. This means that legal and business teams can benefit from the rich set of contract management features offered by a CLM tool and still have these contracts uploaded to Google Drive once signed.
If you’re creating and signing sales contracts, you’re probably generating invoices too. The problem is, most businesses create their contracts and invoices with two separate tools.
That’s why it’s a good idea to integrate your contract management platform with your accounting software - especially if you’re an enterprise company managing large numbers of both.
We’ve listed a couple of enterprise accounting solutions that integrate well with most CLM tools.
Sage accounting
Sage accounting software is designed for businesses of all sizes, but it has a lot of enterprise customers.
Integrating Sage accounting software a CLM platform enables you to automate invoices when contracts get signed. This means that invoices can be issued automatically, rather than waiting on finance teams to populate once a deal’s been closed.
Xero
Xero is another accounting solution that can be integrated with your CLM for more efficient invoicing.
For example, Juro users can set up workflows so that a new contract is created automatically when a new customer (contact) is added to Xero. They can also set up workflows whereby sales invoices are created automatically in Xero when a contract is signed in Juro.
There’s also a lot of value in integrating your productivity and ticketing tools with your contracting tool. This is because these productivity tools enable large businesses to collaborate more efficiently throughout the contracting process.
In a manual workflow, ticketing and productivity tools are used to make and manage contract-related requests. It’s common for tickets to be created asking for someone to create, review, approve, or sign a contract, for example.
While this is a great way to provide visibility into where contracts are in their lifecycle and what action is required, it doesn’t reduce the admin involved beyond that. After all, someone still needs to create the contract following the request, and this can be the biggest bottleneck for businesses.
Integrating your CLM software with productivity tools can change this, though. As we’ll explain shortly, productivity and ticketing tools can be integrated with a contract tool like Juro to automate certain contract-related tasks altogether - not just request support on them.
Zendesk is a ticketing system used to create and manage requests across the business. This makes it a great tool for enterprise businesses that need to collaborate on tasks more efficiently across different departments.
When integrated with your CLM solution, it becomes even more powerful. Zendesk tickets can be updated automatically to reflect the status of a contract. But they can even be used to automate the creation of a contract.
For example, Juro users can set up a workflow whereby a contract is created automatically when a ticket is created in Zendesk requesting one. This means that contracts can be created on demand, enabling teams to work faster and more efficiently.
Monday.com is a cloud-based application that enables organizations of all sizes to create, track and manage their projects and provide more visibility into the progress of these.
Similar to Zendesk, Monday.com can be integrated with a contract management solution like Juro to improve the way contracts are managed, too.
Rather than adding a ticket to Monday.com requesting the legal team to draft a contract, Monday.com’s integration with a CLM can automate the contract creation process by setting up a workflow whereby the data in the ticket is used to populate an automated contract template. This enables contracts to be generated quickly and at scale.
Some contract lifecycle management tools, like Juro, offer native eSignature functionality. This means that users can sign contracts electronically without having to use a separate eSigning solution.
However, other CLM tools will need to be integrated with a separate eSigning tool to offer this functionality.
While it’s always better (and easier) to use a contract tool with native eSignature functionality, there are a few eSignature tools that you can integrate with your CLM if your provider doesn’t offer this.
Some popular solutions include DocuSign, Adobe Sign, SignNow, and HelloSign. Although, DocuSign’s eSignature tool is often best suited to enterprise companies due to the features, security, and customization offered by the eSignature tool.
But if you’re still not sure which eSignature solution is best for you, you can check out these comparison guides for more information:
It’s also worth mentioning that DocuSign also offer their own CLM software, DocuSign CLM. However, many independent reviews have criticized it for having lengthy implementation times, high fees, a dated UI and template limitations. For that reason, many companies opt for a more flexible tool that’s easier to use, like Juro.
Connect your CLM with 5000+ apps
Juro’s all-in-one contract automation software integrates with more than 5000 business applications. This makes it a great option for enterprise companies that want to initiate contracts from the tools they use daily.
To find out more about Juro’s wide range of integrations, check out our integrations page or book a personalized demo by filling in the form below.
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To learn more about the use of your personal data, please consult our readable Privacy Policy
Enterprise businesses need a fast and efficient way to manage their contracts, especially given how many they process.
Fortunately, there are plenty of enterprise CLM integrations on the market that can reduce contract admin and streamline the contract workflow for large businesses. Discover what they are in this post.
What are the best enterprise CLM integrations?
Enterprise companies can easily agree thousands of contracts each year, depending on their business model. This makes managing enterprise contracts painful for companies without the right workflows and integrations in place.
This post covers six different types of tools you can integrate with your contract lifecycle management software for a more efficient contracting process.
1. Customer relationship management software
Customer relationship management (CRM) solutions are among the most popular CLM integrations for enterprise businesses in 2024.
This is because enterprise companies often have a large customer base, and CRM tools offer a more effective, streamlined way to communicate with and manage these customers.
Integrating your CRM with your CLM software gives your business the opportunity to manage these customer relationships even more efficiently. By integrating your CRM with a CLM solution like Juro, you can automate the routine admin associated with creating contracts for your customers and prospects.
Rather than manually drafting legal agreements one-by-one, Juro’s integration with CRMs like Salesforce, HubSpot, and Microsoft Dynamics enables sales and customer success teams to generate contracts in just a few clicks using automated contract templates and the data stored within your CRM of choice.
Below are some of the best CRM integrations for enterprise businesses that want to streamline contract management.
Salesforce
Salesforce is the leading CRM for enterprise companies. This makes it one of the most popular solutions to integrate with your contract management software, with more than 150,000 companies using the platform.
The CRM enables teams across the business to capture and collaborate on detailed records about customers and prospects, with plenty of features that make cross-selling and upselling easier.
Salesforce is also highly customizable. This makes it a great option for enterprise companies that want to build complex workflows or find ways to simplify and streamline the ones they have already - like contract management.
HubSpot is another CRM that businesses often integrate with their contract tool to streamline their contract workflows and sales processes. Like Salesforce, HubSpot is used by more than 150,000 businesses across the world, with customers like Soundcloud, Reddit, and Loom.
But HubSpot isn’t just a CRM. It’s also a marketing automation platform, meaning users that integrate it with their CLM can streamline marketing admin, too.
HubSpot’s CRM offers custom reporting, deal stage, and task automation, and even predictive lead scoring. When paired with a CLM, sales reps can even manage their sales agreements within HubSpot, meaning they can generate MSAs and other sales contracts without leaving the platform.
Learn how businesses like yours are managing contracts in HubSpot or hit the button below for a personalized demo of how Juro’s integration with HubSpot works.
Microsoft Dynamics 365 is a powerful CRM used by enterprise companies to store customer data, manage deals and streamline sales cycles. The cloud-based CRM has various high-profile customers across different industries, including Coca-Cola, Investec, L’Oreal, and HP.
Businesses that don’t integrate Microsoft Dynamics with their CLM often end up jumping between up to five different tools to manage their sales contracts. However, if they connect Microsoft Dynamics with a tool like Juro, they’re able to reduce this process to just two tools and just a few clicks.
Applicant tracking systems (ATS) and HR information systems (HRIS) are both great tools to integrate your contract lifecycle management software with, especially if you’re looking for a more efficient way to create and manage employment offer letters, option agreements, and other HR contracts.
Integrating your contract management software with your ATS or HRIS means that you no longer need to jump between multiple different tools to get contracts over the line. An integration with a tool like Juro will enable your HR teams to generate contracts in just a few clicks, without leaving the platforms they know and love.
Rather than having to manually draft and populate your employment contracts in an editor like Microsoft Word, HR teams simply need to select a template and an employee/candidate profile.
The rest of the process is automated by the CLM tool using pre-approved templates and the data stored within your HR platforms. This means that you create watertight HR contracts in seconds.
Below are a few of the most popular CLM integrations for HR teams in enterprise businesses.
Greenhouse
Greenhouse is a market-leading applicant tracking system for enterprise companies, with recognizable customers like Booking.com, HubSpot, and Dropbox.
The ATS is used by recruitment teams to source talent, track applications, and manage candidates as they progress through the hiring process. This makes it particularly useful for enterprise businesses that make frequent hires and need to reduce the admin involved.
According to G2, Workday is one of the best enterprise solutions for HR teams. The cloud-based HRIS tool is used by high-profile customers like Netflix, GE, Airbus, and AstraZeneca and offers a variety of features.
The platform can be used for headcount planning, onboarding, and compensation management, among other things. But when you integrate it with your CLM software, it can also be used to create, update and share contracts with your employees.
This is because the data stored within Workday can be used to automatically populate contract templates like employment contract amendments, NDAs, and other important business contracts. These automated workflows mean that Workday users no longer need to draft HR agreements manually. Instead, they can generate HR documents on demand, with minimal admin required
Most contract management platforms, like Juro, will offer their own contract repository. This makes it easy to store contracts and their data without connecting the CLM with another tool.
However, many enterprise companies opt to store their documents in shared drives so that they can be accessed right across the business.
If you don’t integrate your storage solutions with your CLM, this process is usually a manual one. Contract managers will need to upload each individual contract to the right folder and set the right permissions.
This works for small businesses processing a handful of contracts, but it can quickly become painful for enterprise companies with lots of contracts to store.
Luckily, most businesses can connect their CLM software with their storage solutions to ensure their contracts are uploaded to shared drives automatically post-signature.
We’ve listed a few of the most common enterprise CLM integrations for storage below.
Dropbox
Dropbox is a popular CLM integration for enterprise companies. This is because Dropbox offers an enterprise plan with plenty of customization options, advanced access controls, and 24/7 customer support.
Rather than manually uploading your contracts to Dropbox one by one, businesses that integrate Dropbox with their CLM platform can trust that their contracts are uploaded to Dropbox automatically at certain stages of the contract lifecycle. For most businesses, this means automatically uploading copies of a contract to Dropbox once they’ve been signed.
Sharepoint is a Microsoft-owned storage solution that enables large teams to store, share and organize files. It’s popular among enterprise businesses since they often use Microsoft’s other applications, like Microsoft Word and Microsoft Dynamics.
Unlike Dropbox and other shared drives, Sharepoint can be used to do more than just store documents, making it more of a document management system than a storage tool.
That said, Sharepoint remains a popular CLM integration for enterprise companies that want to store their legal documents centrally.
To find out more about how enterprise businesses use Sharepoint to store and manage their contracts, check out this guide to Sharepoint contract management in 2023.
Google Drive
Google Drive is another common way to store contracts post-signature, especially among businesses that draft their contracts in Google Docs and share them via Gmail.
But Google Drive can also be used to store contracts created within your CLM software. This means that legal and business teams can benefit from the rich set of contract management features offered by a CLM tool and still have these contracts uploaded to Google Drive once signed.
If you’re creating and signing sales contracts, you’re probably generating invoices too. The problem is, most businesses create their contracts and invoices with two separate tools.
That’s why it’s a good idea to integrate your contract management platform with your accounting software - especially if you’re an enterprise company managing large numbers of both.
We’ve listed a couple of enterprise accounting solutions that integrate well with most CLM tools.
Sage accounting
Sage accounting software is designed for businesses of all sizes, but it has a lot of enterprise customers.
Integrating Sage accounting software a CLM platform enables you to automate invoices when contracts get signed. This means that invoices can be issued automatically, rather than waiting on finance teams to populate once a deal’s been closed.
Xero
Xero is another accounting solution that can be integrated with your CLM for more efficient invoicing.
For example, Juro users can set up workflows so that a new contract is created automatically when a new customer (contact) is added to Xero. They can also set up workflows whereby sales invoices are created automatically in Xero when a contract is signed in Juro.
There’s also a lot of value in integrating your productivity and ticketing tools with your contracting tool. This is because these productivity tools enable large businesses to collaborate more efficiently throughout the contracting process.
In a manual workflow, ticketing and productivity tools are used to make and manage contract-related requests. It’s common for tickets to be created asking for someone to create, review, approve, or sign a contract, for example.
While this is a great way to provide visibility into where contracts are in their lifecycle and what action is required, it doesn’t reduce the admin involved beyond that. After all, someone still needs to create the contract following the request, and this can be the biggest bottleneck for businesses.
Integrating your CLM software with productivity tools can change this, though. As we’ll explain shortly, productivity and ticketing tools can be integrated with a contract tool like Juro to automate certain contract-related tasks altogether - not just request support on them.
Zendesk is a ticketing system used to create and manage requests across the business. This makes it a great tool for enterprise businesses that need to collaborate on tasks more efficiently across different departments.
When integrated with your CLM solution, it becomes even more powerful. Zendesk tickets can be updated automatically to reflect the status of a contract. But they can even be used to automate the creation of a contract.
For example, Juro users can set up a workflow whereby a contract is created automatically when a ticket is created in Zendesk requesting one. This means that contracts can be created on demand, enabling teams to work faster and more efficiently.
Monday.com is a cloud-based application that enables organizations of all sizes to create, track and manage their projects and provide more visibility into the progress of these.
Similar to Zendesk, Monday.com can be integrated with a contract management solution like Juro to improve the way contracts are managed, too.
Rather than adding a ticket to Monday.com requesting the legal team to draft a contract, Monday.com’s integration with a CLM can automate the contract creation process by setting up a workflow whereby the data in the ticket is used to populate an automated contract template. This enables contracts to be generated quickly and at scale.
Some contract lifecycle management tools, like Juro, offer native eSignature functionality. This means that users can sign contracts electronically without having to use a separate eSigning solution.
However, other CLM tools will need to be integrated with a separate eSigning tool to offer this functionality.
While it’s always better (and easier) to use a contract tool with native eSignature functionality, there are a few eSignature tools that you can integrate with your CLM if your provider doesn’t offer this.
Some popular solutions include DocuSign, Adobe Sign, SignNow, and HelloSign. Although, DocuSign’s eSignature tool is often best suited to enterprise companies due to the features, security, and customization offered by the eSignature tool.
But if you’re still not sure which eSignature solution is best for you, you can check out these comparison guides for more information:
It’s also worth mentioning that DocuSign also offer their own CLM software, DocuSign CLM. However, many independent reviews have criticized it for having lengthy implementation times, high fees, a dated UI and template limitations. For that reason, many companies opt for a more flexible tool that’s easier to use, like Juro.
Connect your CLM with 5000+ apps
Juro’s all-in-one contract automation software integrates with more than 5000 business applications. This makes it a great option for enterprise companies that want to initiate contracts from the tools they use daily.
To find out more about Juro’s wide range of integrations, check out our integrations page or book a personalized demo by filling in the form below.
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Modern businesses use Juro to automate contracts from drafting to signature and beyond, in one intuitive platform that every team can use. Want to see how?
Modern businesses use Juro to automate contracts from drafting to signature and beyond, in one intuitive platform that every team can use. Want to see how?
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