CRM
4Salesforce
HubSpot
Pipedrive
Zoho CRM
Connect your tools
Your professional ecosystem,connected to Pactolane.
CRM, cloud storage, e-signature and API.Import your data and automate your contract workflows.
Integrations by category
Connect all your tools.
Contact import, native signature, cloud storage and a full API for automation.
Cloud storage
4Google Drive
OneDrive
Dropbox
Box
E-signature
3DocuSign
Yousign
Dropbox Sign
API & MCP
3- REST API
- MCP Server
- Webhooks
How it works3 steps to connect
3 steps to connect
your ecosystem.
1
Connect
Authorize access via secure OAuth. No password sharing. Revocable at any time.
OAuth connectionSecure
Salesforce · Click to authorize
Permissions: Accounts, Contacts
2
Configure
Map the fields, configure the import. Automatic pre-fill of contacts in contracts.
ConfigurationActive
Import contacts from Salesforce
Autofill: Name, Email, Phone
3
Use
Your CRM contacts feed Pactolane. Create a contract in under a minute.
Contract creationNative
New client contract
Contact: Alice Dupont (auto-fill)
Native CRM import
Your accounts and contacts right in Pactolane.
Import your accounts and contacts from Salesforce, HubSpot, Pipedrive or Zoho CRM to automatically pre-fill your contracts. No more manual entry.
Import from Salesforce
Acme CorpImported
Alice Dupont (alice@acme.com)Active
Automatic pre-fillNative
Before & After Pactolane
What changes with integrations.
ProcessBeforeWith Pactolane
Create a contractManually re-enter contactsAuto-fill from your CRM
Send for signatureDownload, then send via emailIntegrated signature (DocuSign, Yousign)
Archive the documentSave manually on local diskAutomatic & centralized archive
Access via APILong, costly custom developmentFull REST API or MCP Server
Import CRM dataManual entry of accounts and contacts in every contractAutomatic import from the CRM, one-click pre-fill
In numbers
The numbers speak for themselves.
0+
Ready-to-use native integrations
up to−0%
Manual entry time reduced
API
Full REST with webhooks
Frequently asked questions
Your questions about integrations.
Q.01Which plans include CRM integrations?
CRM integrations (Salesforce, HubSpot, Pipedrive, Zoho) are available on the Growth and Scale plans. E-signature integrations (DocuSign, Yousign, Dropbox Sign) are included in all plans.
Q.02How does the CRM integration work?
Pactolane imports your accounts and contacts from Salesforce, HubSpot, Pipedrive or Zoho CRM. This data is used to automatically pre-fill your contracts. The import goes from the CRM into Pactolane.
Q.03Do you have API documentation?
Yes. Our REST API is fully documented with examples in Python, JavaScript and cURL. The MCP Server is also available for Scale plan users, with native integration into Claude and other AI tools.
Q.04Can I build a custom integration?
Yes, thanks to our REST API and webhooks. You can build custom workflows, notably with Zapier, Make or your internal infrastructure. Our technical support team will help you.
Q.05How long does importing CRM data take?
The initial import of your CRM accounts and contacts generally takes only a few seconds. The data is then available to pre-fill your contracts immediately.
Ready to automate your contract flow?
Free trial on the Team (7 days) and Growth (14 days) plans.