Two way
Both systems stay the same. Every sync runs from the leading system into the other, then back.
- You pick whether Simpro or Salesforce leads
- Changes on either side travel
- Nothing bounces back and forth
CRM Connector Platform
Sold in Salesforce, quoted in Simpro
Salesforce runs your sales, Simpro runs the jobs. Customers stay the same both ways, an opportunity you are working arrives in Simpro as a lead, and the quote you send from Simpro shows up in Salesforce as an opportunity that follows the customer's answer.
- Official sign in for both
- Either system can lead
- 7 day free trial
Customers both ways, opportunities in as leads, quotes out
- Customers
- Opportunities into leads
- Quotes as opportunities
At a glance. Customers stay the same, opportunities become Simpro leads and Simpro quotes become opportunities. Below: which field matches which.
Your choice
Two way or one way
Keep both systems identical, or let one feed the other. You decide per record type.
One way
One system feeds the other. Pick Simpro or Salesforce as the source; the other receives.
- Good for a migration, in either direction
- A read copy for a colleague or partner
- Switch a record type to two way later
Fine tune it:Only Simpro customers with a tag you pickEveryone, customers only or leads onlyOnly the Salesforce stages you tick, for opportunities into leadsOnly opportunities and quotes from a date you pickEvery 30 minutes up to every 3 days
Record by record
What travels, and what each change does
Pick a record type and the system where a change starts. On the left, which field matches which and when it travels; on the right, what that change does on the other side.
Starts in
Fields- Given and family name, or the person at a company customerBoth waysFirst and last name
- Company nameWhen createdAccount
- EmailBoth waysEmail
- PhoneBoth waysPhone
- Address on the customer cardBoth waysMailing address
- SiteOnly in SimproNot in Salesforce
- Customer tagsOnly in SimproNot in Salesforce
It happens in Simpro, then in Salesforce
A new customer
Looked for in Salesforce on the exact email before a contact is created.
Name, email or phone changes
The same change is made to the Salesforce contact on the next sync.
The address changes
The same change is made in Salesforce.
A customer is archived
Not read: archived Simpro customers stay out of the sync.
- Before anything is created the other system is searched first, so nobody is created twice.
How a sync runs
One sync, step by step
What happens every time the integration runs, in the order it really happens. Pick which system leads and watch the records move.
Which system leads?
Connections
CRM
Step 1 of 9
Both connections are checked
Credentials for Simpro and Salesforce are checked and sign in tokens refreshed automatically. If a connection was removed on either side, the integration pauses and you get one message with a reconnect button.
Conflicts
When both sides changed the same record
- For each two way record type you choose whether Simpro or Salesforce leads. The leading side always runs first in a sync.
- It only matters when the same record changed in both systems between two syncs. Every other change simply travels.
- A record is never moved backwards by a sync: a paid invoice is not reopened, a decided quote is not undecided.
Between two syncs
The phone number of the same customer is changed in both systems
Leading system
+44 20 7946 0101+44 20 7946 0199Two different values. Run the sync to see which one both systems end up with.
Good to know
What is particular to this pair
What holds for Simpro or Salesforce on its own is on its own page.
- The lines as text, not as products
- Products on an opportunity stay in Salesforce; the amount travels as one estimated price.
- A Simpro quote's lines arrive as text in the description, not as Salesforce products. Once a salesperson types anything there, a sync never overwrites it.
- No tags into Salesforce
Salesforce has no tag the platform writes, so paid, overdue and completed do not travel as tags.
FAQ
Questions about Simpro and Salesforce?
Every answer below is true for the app as it runs today. If something is not covered, ask us and we will answer in plain words.
Customers, yes: they sync in both directions and you choose which system leads. Opportunities come into Simpro as leads, and Simpro quotes go out as opportunities, each one way.
No, a Simpro lead. Your office converts the lead to a quote in Simpro, and once the quote is sent the same opportunity follows it in Salesforce.
Yes, with a switch. Open Salesforce leads then become Simpro leads next to the opportunities.
No. Before anything is created in Simpro or Salesforce, the platform looks for the same record first and updates that one instead. Records synced before stay linked.
The platform notices on the next sync, pauses the integration and sends you one message with a reconnect button. Reconnecting takes one step, and syncing picks up where it left off without creating anything twice.
From every 30 minutes up to every 3 days, depending on your plan. Every plan includes a 7 day free trial.
Ask your AI assistant
Ask ChatGPT or Claude what this pair can do
Add CRM Connector to the assistant you use and ask in your own words. It answers from the same rules the platform runs, and needs no CRM Connector account. For example: “With CRM Connector Platform, what can I sync between Simpro and Salesforce?”
ChatGPT
Claude
Get started
Ready to connect Simpro and Salesforce?Start your 7 day free trial
Sign in to Simpro and Salesforce, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.