By mapping CRM fields to template fields, you can eliminate manual data entry and ensure contract details stay consistent across your systems.
When your CRM is connected to Aline, you can automatically populate template fields with data such as:
Customer name
Deal name or opportunity name
Contract dates
Company address
Other CRM record fields
This works for documents sent for:
Signature
Collaboration and redlining
Internal review
Instead of manually filling out fields, the data can be pulled directly from your CRM.
Step 1: Open a Template with Custom Fields
Navigate to Templates in Aline.
Open the template you want to connect to your CRM.
Confirm that the template contains custom fields where data will be inserted.
These fields may normally be completed by:
Internal team members, or
Counterparties signing the agreement.
CRM integration allows these fields to be filled automatically.
Step 2: Connect Your CRM Integration
Inside the template editor, click the Integrations icon on the right-hand side.
Scroll through the available integrations and locate your CRM (for example, Salesforce).
Click Connect.
Authorize the connection.
⚠️ Note: Some organizations require IT or admin approval to authorize third-party integrations. If so, your IT team may need to complete the authorization step.
Once connected, your CRM will appear in the integrations panel.
Step 3: Map CRM Fields to Template Fields
After connecting your CRM, you can map data fields directly into your template.
Search for the CRM field you want to use.
Select the correct field from your CRM record.
Examples may include:
Deal Name / Opportunity Name
Closed Date
Customer Address
Account Name
💡 Field names may differ depending on your CRM configuration, so verify the exact field name in your CRM system.
Step 4: Insert the CRM Field Into Your Document
Once you select a CRM field:
Drag or place the mapped field into the location where it should appear in your template.
Position it within the text — for example, in the agreement introduction or contract details section.
If an existing manual field already exists in that location, you can:
Delete the manual field
Replace it with the CRM-mapped field
Step 5: Override Data When Needed
Even when fields are mapped from your CRM, you can still update the values if necessary.
When launching the template:
The CRM data will automatically populate the field
The user launching the workflow can override the value if corrections are needed
This ensures both automation and flexibility.
🎯 Summary
Connecting your CRM to Aline templates allows you to:
Automatically populate agreement fields from CRM records
Reduce manual data entry
Keep contract details consistent across systems
Streamline document preparation for signatures and approvals
Once set up, CRM field mapping makes sending contracts faster and more accurate.