Eliminate Manual Work Between TEAM Software And Salesforce

Your operations team works within TEAM Software to schedule and manage work orders, contracts, and service, but your sales and client-facing teams use Salesforce to drive revenue and growth. Without the ability to share information between them, your team is stuck manually inputting the same information in multiple places. This process wastes time, introduces error, and leaves your teams feeling disjointed.

Finally, integrate them with ConnectorHub to sync all customer data, work orders, contracts, employee assignments, and updates between your TEAM Software and Salesforce systems in real-time. Free up your team from mundane tasks, eliminate data silos and enable each department with access to precise data and workflows that flow smoothly between the two applications.

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 TEAM Software and Salesforce.

Contract Updates

Keep contracts, renewals, and customer agreements synchronized across both systems.

Work Orders

Automatically synchronize work orders and service activities for complete operational visibility.

Employee Assignments

Share workforce assignments and scheduling updates with customer-facing teams.

Service Updates

Keep service progress, job completion, and operational updates synchronized in real time.

Activity Sync

Automatically exchange customer interactions, operational activities, and service history between TEAM Software 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 TEAM Software And Salesforce With ConnectorHub

Take our powerful platform for a personalized spin with a demo and learn how we help organizations improve workforce collaboration and enhance service delivery through automated processes.