Eliminate Manual Work Between Simpro and Salesforce

Sales and customer success teams rely on Salesforce to manage customer relationships and opportunities, while operations teams use Simpro to handle estimating, scheduling, job management, and field service. Without an integration, teams often duplicate work, struggle with outdated information, and lack visibility into job progress.

ConnectorHub seamlessly connects Simpro and Salesforce, automatically synchronizing customer records, work orders, quotes, service requests, technician updates, and project information. Every department works with accurate, real-time data, improving collaboration, accelerating service delivery, and creating 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 Service Delivery

Customer Synchronization

Automatically sync customer accounts, contacts, and service locations between Simpro and Salesforce to maintain a single source of truth.

Quote & Opportunity Sync

Connect Salesforce opportunities with Simpro quotes and estimates to streamline the transition from sales to project execution.

Work Order Management

Automatically create and update work orders between Simpro and Salesforce, giving customer-facing teams complete visibility into service progress.

Technician Updates

Synchronize technician assignments, arrival times, job status, and completion updates so support teams can provide customers with accurate information.

Service Request Management

Convert Salesforce cases into Simpro jobs automatically, reducing response times and eliminating manual handoffs between teams.

Asset & Project Visibility

Keep asset records, project milestones, and service history synchronized across both platforms to provide complete visibility throughout the customer lifecycle.

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 Simpro and Salesforce With ConnectorHub

Schedule a personalized demo to see how ConnectorHub helps eliminate manual processes, improve collaboration, and keep your sales, service, and operations teams perfectly aligned.