# Salesforce (by SyncEzy)
> Integrating Simpro with Salesforce enhances customer relationship management. It syncs customer data, project details, and service requests, facilitating streamlined communication, sales automation, and improved customer engagement for business growth.

Canonical page: https://marketplace.simprogroup.com/apps/salesforce
Marketplace: Simpro Marketplace
Last updated: 2026-02-24
Logo: https://assets.partnerfleet.app/98nhtgz0u11ps84z709opet8jxkx

## At a glance
- Integration Type: [Customer Service & Experience](https://marketplace.simprogroup.com/t/integration-type/customer-service-and-experience), [Sales & Marketing](https://marketplace.simprogroup.com/t/integration-type/marketing), [CRM](https://marketplace.simprogroup.com/t/integration-type/marketing/crm), [Workflows & Automations](https://marketplace.simprogroup.com/t/integration-type/workflows-and-automations)
- Available In: Australia, Canada, New Zealand, UK & Ireland, United States
- Website: [syncezy.com/simpro-salesforce-crm-integration](https://syncezy.com/simpro-salesforce-crm-integration/)

## Call to actions
- **Get in Touch** — submit the contact form on https://marketplace.simprogroup.com/apps/salesforce
- [Learn More](https://syncezy.com/simpro-salesforce-crm-integration/?utm_source=simpro&utm_medium=partner_referral&utm_campaign=market_place_listing&utm_term=simpro-salesforce-crm-integration&utm_content=listing)

## About
Integrating Simpro with Salesforce enhances customer relationship management. It syncs customer data, project details, and service requests, facilitating streamlined communication, sales automation, and improved customer engagement for business growth.

## Features
- **Unified Customer Data Hub** — Sync customer records seamlessly between Simpro and Salesforce, creating a central repository for client information, improving data accuracy, and enabling personalised communication.
- **Efficient Lead-to-Opportunity Conversion** — Automate the transfer of qualified leads from Simpro to Salesforce, streamlining the sales process, and enhancing lead nurturing and conversion efforts.
- **Project and Job Management Integration** — Link Simpro project details with Salesforce opportunities, allowing sales teams to access project status and history. Improve customer interactions with insight into ongoing work.
- **Service Request Handling** — Route service requests from Salesforce to Simpro for efficient scheduling and resolution. Provide timely service, enhancing customer satisfaction and loyalty.
- **Reporting and Analytics Synergy** — Combine data from both platforms to generate comprehensive reports on customer interactions, sales performance, and project profitability. Make data-driven decisions to drive business growth.

## Screenshots
- [Simpro Salesforce Demo Video (video)](https://player.vimeo.com/video/291431647?app_id=122963)
- ![Simpro Salesforce Integration](https://assets.partnerfleet.app/1r8017hd35krkhb92xynzjyopmsn)
- ![Seamless Integration Between Simpro and Salesforce for Managing Leads, Contacts, and Jobs](https://assets.partnerfleet.app/k2h6zolzhtpva53h7kia5ftgct2j)
- ![Optimizing Sales, Project Management, and Service Requests with the Simpro and Salesforce Integration](https://assets.partnerfleet.app/91e2269gp4jfaj667ntib79rn6vk)
- ![SyncEzy Security and Support Features: SOC2 Certification, 24/5 Assistance, and Seamless Setup](https://assets.partnerfleet.app/oyigudjih2xiz94npbmphjbrywoa)
- ![QMAX testimonial](https://assets.partnerfleet.app/u9hcf8j0iu6luggkyh4akls18rek)

## Resources
- [Simpro Salesforce One Pager](https://workdrive.zohoexternal.com/external/c7b7113d77b6adde4b8b00b928e64fe0ffa49c73cd615f59a464f32ba9100b8f?utm_source=simpro&utm_medium=partner_referral&utm_campaign=market_place_listing&utm_term=simpro-salesforce-integration&utm_content=listing)
- Simpro Salesforce Slides
- [Simpro Salesforce Demo Video](https://syncezy.com/simpro-salesforce-crm-integration/#knowledge)