Salesforce + Buildertrend = seamless lead management
Keep your current processes in place by managing leads in Salesforce and transferring client data to Buildertrend when you’re ready to start a new job.
Not yet a customer? Get a demo
Save time on lead management
Automate tedious manual tasks and reduce the time spent on managing construction leads.
Start jobs faster
Increase visibility into project data, enabling teams to make faster and more informed decisions.
Improve collaboration
Streamline all customer relations management activities from one central location.
Requirements
Package level
Works with all Buildertrend plans
Account permissions
Full admin permissions are required
Type of plan required
A paid subscription to Salesforce is required
What is Salesforce?
Salesforce is a cloud-based software designed to help businesses manage their leads from initial inquiry to closing the deal. More than just a CRM tool, Salesforce offers a collection of products that connects sales, marketing and customer service within your business to improve communication and drive growth.
The Salesforce tools work together to help teams attract new leads, close more deals and provide personalized experiences throughout the customer journey. Everyone on the team has access to important customer information and can easily send messages to prospects directly in their online platform. With Salesforce as your trusted CRM software, you’ll win more jobs and increase business revenue – while ensuring customer satisfaction every step of the way.
How does the Salesforce integration work with Buildertrend?
Keep existing workflows
Don’t fuss over changing your tried-and-true processes. Continue managing your leads in Salesforce and simply have the sold opportunities convert to jobs in Buildertrend.
Flexible setup
Easily transfer client information based on Contact Status or Deal Stage. You decide which ones will automatically transfer the contact information from Salesforce to Buildertrend.
Eliminate double entry
No longer worry about entering customer data in both Salesforce and Buildertrend. You’ll save time and avoid errors with our seamless, unidirectional integration.
Why use Salesforce and Buildertrend?
Buildertrend’s integration with Salesforce is the perfect solution for construction professionals who want to streamline their sales process. Through the integration, users can attract new leads, close more jobs and provide a superior client experience from start to finish. Salesforce’s robust collection of sales tools offers everything needed for top-notch lead management.
Installation
- Log in to your Buildertrend account.
- Navigate to Company settings.
- Select Salesforce option from Integrations.
- Follow instructions to log into your Salesforce account and complete connection.
- You’re all set!
Ready to successfully manage your leads and close more deals?
Log in to your Buildertrend account to get connected to Salesforce. If you’re not a Buildertrend user yet, schedule a demo with our team to learn more about how we can help you work simpler.
Feel confident knowing your construction financials are accurate and secure
Ready to get started? You can log in to your account to install the integration. If you’re new here and looking to get signed up, request a demo, and our team will reach out soon!
Not yet a Buildertrend customer?
Frequently asked questions about the Salesforce integration
Unidirectional. With this one-way sync, data will only be sent from Salesforce to Buildertrend. Future iterations of the integration will be bidirectional and keep data up to date between the two systems.
No. The data can take up to five minutes to sync from Salesforce to Buildertrend.