ConstructConnect Insight Sync

by ConstructConnectSalesforcePaid

Imports construction projects into Salesforce as leads, opportunities, and accounts, and keeps linked Insight data updated.

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PRICINGPaid
DEPLOYMENTCloud
CATEGORYData and integration
UPDATED ON MARKETPLACE
ConstructConnect Insight Sync — screenshot from the Salesforce AppExchange listing

What it does

ConstructConnect Insight Sync connects Insight with Salesforce and imports construction projects as leads, opportunities, and accounts. Insight data can be linked to Salesforce records and updated when project information changes. Project details appear on opportunity pages, with accounts and contacts created in Salesforce. The integrations can be customized.

Key capabilities

from the Salesforce AppExchange listing

Project import

Imports construction projects from Insight into Salesforce as leads, opportunities, and accounts.

Record linking

Links Insight data to leads, opportunities, accounts, or companies in Salesforce.

Project updates

Updates linked Salesforce data when Insight receives project updates.

Opportunity details

Makes project details available on the Salesforce opportunity page.

Account and contact creation

Creates accounts and contacts within Salesforce.

Integration customization

Allows the integrations to be customized.

Who it's for

Sales teams using Salesforce with ConstructConnect Insight.

How it compares

ConstructConnect Insight Sync imports construction projects from Insight into Salesforce as leads, opportunities, and accounts, with project details available on opportunity pages. Salesforce + Procore - Integration by PlusApps connects Salesforce with Procore, starts projects in Procore, and tracks project progress in Salesforce.

NamePricingDeploymentUpdated
ConstructConnect Insight Syncthis pluginPaidCloud
Salesforce + Procore - Integration by PlusAppsPaidCloud

In the catalog

245 plugins in Salesforce Platform · Data and integration

Price distribution: 101 free, 26 freemium, 118 paid

Pricing & deployment

Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid

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What the vendor says

«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 …»

Official marketplace listing

Publisher
ConstructConnect
Updated on marketplace
Facts verified