Eliminate Manual Work Between ServiceMax And Salesforce

Your field service teams depend on ServiceMax to schedule technicians, manage work orders, and maintain service history, while your sales and customer success teams rely on Salesforce to manage customer relationships and account activity. Without an integration, service and customer information must be updated separately in both systems, creating duplicate work, delayed communication, and inconsistent records.

With ServiceMax and Salesforce integration, customer records, assets, work orders, service requests, technician activities, and service history stay synchronized automatically. Everyone works from a shared, up-to-date view of customer and service information, enabling faster collaboration, better customer experiences, and more efficient service delivery.

Integration Features

Speed Up Services Operation With Smart Automation

Prebuilt Integration Templates

Shorten implementation timeframes by utilizing existing templates for frequently used CorrigoPro and Salesforce integration situations

No-Code Workflow Builder

Build your own business rules with our easy visual designer with no coding needed!

AI-Assisted Data Mapping

Automate data mapping and transformation can speed up implementation and decrease errors.

Intelligent Error Management

Avoid further data disruption by offering improved error tracking, handling, and alerting

Workflow Orchestration

Design enterprise-quality multistep workflows without code visual designer

Enterprise-Grade Security

End to end security including secure API connect, role based data access policy, data encryption and log the audit.

What You Can Automate

Streamline Workflows Easily

Customer Profiles

Keep customer accounts and contact information synchronized across ServiceMax and Salesforce.

Service Requests

Automatically update service requests and case information as work progresses.

Work Orders

Synchronize work orders, job status, and completion details between field and office teams.

Asset Records

Maintain accurate equipment records and service history across both platforms.

Technician Updates

Share technician assignments, field activities, and service outcomes in real time.

Service Visibility

Provide sales, support, and service teams with a unified view of customer interactions and field operations.

Supported Data Objects

Sync Business-Critical Data

  • Customers
  • Contacts
  • Service Requests
  • Cases
  • Work Orders
  • Assets
  • Technicians
  • Service Appointments
  • Labor
  • Parts
  • Invoices
  • Attachments
  • Notes
  • Status Updates
  • Custom Fields

Connect ServiceMax And Salesforce With ConnectorHub

Book a personalized demo to see how ConnectorHub reduces manual work, improves data accuracy, and helps every team stay aligned with real-time service and customer information.