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Fix Ironclad โ†’ Salesforce Sync Issues (Not Working, Errors, Duplicates)

๐Ÿ”ง 1 Common Issues

Diagnose and resolve common sync problems. We've documented the 1 most common issues, their root causes, and exactly how to fix them. See step-by-step fixes for duplicates, missing fields, rate limit errors, and connection issues.

critical High Frequency

Signed contract is in Ironclad, but Salesforce Deal 'Close Date' and 'Amount' are old/wrong.

Also searched as: "Ironclad Salesforce signed contract is in ironclad, but salesforce deal 'close date' and 'amount' are old/wrong."

#1 One-Way Sync Config 85% likely

๐Ÿ“‹ How to Diagnose

  1. 1. Contracts often change during redlining (e.g., net 30 becomes net 60).
  2. 2. Native sync pushes SFDC -> Ironclad.
  3. 3. It often blocks Ironclad -> SFDC writeback to protect 'Data Integrity'.

โœ“ Solution

Enable writeback in Ironclad. If blocked, use Make to update the Salesforce Opportunity fields based on the final signed metadata.

โฑ๏ธ Est. time: 30 min

Use Make โ†’ โ†’

Step 1: Try the Official Integration

Direct connection

Start with the native integration if available. It's usually the most reliable, but may have limitations.

View Setup Guide

Free with your subscription

Step 2: Use Make for Custom Flows

No code automation

Create custom integration workflows with Make's visual designer. It works with almost any API.

Try Make Free โ†’

1000 ops/mo free. No credit card.

Step 3: Self-Hosted with n8n

Full data control

Need complete data privacy? n8n is open-source and self-hostable. Build custom integrations with full control over your data.

Try n8n Free โ†’

Open source. Self-host or cloud. Unlimited ops.

Step 4: Add Human Review

Approval automation

Relay adds human-in-the-loop approvals, Slack/Teams alerts, and conditional logic to your automation.

Try Relay Free โ†’

1000 actions/mo free. No credit card.