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ConstructConnect Insight Sync
Integrate actionable leads directly into Salesforce
Overview
ConstructConnect Insight Sync allows users to integrate Insight directly within their Salesforce environment. Import the most up-to-date pre-construction data, improve pipeline visibility, and increase sales team productivity.
See How ConstructConnect Insight Sync Works
• Give your sales team improved visibility into their pipeline, while increasing productivity by having the capability to automatically covert projects into opportunities.
• Minimal development time and resources required, cutting any customization costs for seamless integration within Salesforce.
• All project details are accessible within the opportunity page, while creating accounts and contacts within Salesforce as well.
ConstructConnect Insight Sync allows subscribers to integrate Insight directly with their Salesforce environment. With this integration, customers can automatically import construction projects into Salesforce via leads, opportunities, and accounts. Link Insight data to any lead, opportunity, account, or company in Salesforce and keep that data up to data as Insight receives project updates. These integrations can be customized to maximize results. These features provide sales teams with improved pipeline visibility, and drastically increase overall productivity by allowing the team to get all of their prospect information in one location.
Categories
- Business Needs
- Integration
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsSalesforce ShieldManaged Package