Salesforce and SimPRO by Integration Fox Integration Overview

The Most Powerful Salesforce + SimPRO Integration Available. Enable your CRM and JMS to work together optimally.

We’ve spent years refining our Salesforce + SimPRO integration. Our managed service means there’s no software to learn, no complicated, time-consuming setup process. Let our team of experts do the heavy lifting while you focus on your business.

Sync Salesforce Clients, Contacts, Quotes and Tasks into your SimPRO Companies, Contacts & Deals. Leverage the strength of both platforms . Don’t get stuck in a box with the limitations of other integrations.

Integration features

Sync your all Salesforce Customer Data to and from SimPRO

Valuable information and key profile data syncs to SimPRO for use in lead scoring, smart lists, workflows, content personalization, and more.

Close the Loop with Lifecycle Stage and Revenue Reporting

When the Salesforce customer status syncs to SimPRO, you can advance SimPRO lifecycle stages accordingly. When SimPRO knows which of your leads converted to customers, you win with reporting and automation. Unlock potential - Add-on Dashboards, revenue reporting, list segmentation and workflows.