Does anyone know if it's possible to set up any sort of sync between Salesforce and the Repository records?
My particular use case is being able to search/select repository information, linked to whether a customer is active or not. Obviously we have Start Date and Term fields, but in reality, contracts regularly get extended or terminated, for which Salesforce is the primary system of record.
I don't expect Ironclad (or any CLM) to act as a live, dynamic database post-execution. But if a Status field in the Repository could sync with a Salesforce status record - even manually - that would be a huge bonus.
Right now we get around it by using lookups across exported data in spreadsheets, but that's obviously pretty clunky.
Curious as to whether this is possible, or any other ways folks have been matching data fields between the Repository and other tools.
Thank you, Community 🙂
