Eliminate Manual Work Between ServiceTrade And Salesforce

Your service operations team relies on ServiceTrade to manage work orders, technicians, service contracts, and customer requests, while your sales and customer-facing teams use Salesforce to manage customer relationships and business opportunities. Without an integration, customer records, service requests, work orders, and service updates must be entered into both systems manually, resulting in duplicate work, inconsistent information, and disconnected teams.

With ServiceTrade and Salesforce integration, customer records, work orders, service requests, asset information, technician updates, and service history are automatically synchronized between both systems. Every team has access to accurate, real-time information, improving collaboration, reducing manual effort, and delivering a better customer experience.

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 Sync

Automatically synchronize customer records and account information between ServiceTrade and Salesforce.

Work Orders

Keep work orders and service activities updated across both systems.

Service Requests

Automatically synchronize service requests and case updates to improve response time

Asset Records

Share asset information and service history with customer-facing teams in real time.

Technician Updates

Keep technician assignments, job progress, and service completion status synchronized.

Activity Sync

Automatically exchange customer interactions, operational updates, and service history between ServiceTrade and Salesforce.

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 ServiceTrade And Salesforce With ConnectorHub

Book a personalized demo to discover how ConnectorHub helps eliminate duplicate data entry, improve team collaboration, and streamline service delivery through intelligent automation.