Partners · CRM & automation
Salesforce.
Inspect Point's team fits this integration to your Salesforce setup, from custom objects to approval flows.
No two Salesforce environments look alike, so this integration is configured rather than boxed. Inspect Point's team fits it to your custom objects, approval flows, and data structures, matching the way your business already runs.
Data moves both ways. Projects created in Salesforce can kick off the correct inspection flow in Inspect Point, so technicians get the right question set, and completed reports land on the Salesforce record instead of being attached by hand.
With inspections, reports, and invoices syncing into Salesforce, the office can move from job completion to billing without chasing paperwork or confirming job status.
What moves between systems
Projects into inspections
A project initiated in Salesforce triggers the matching inspection flow and question set in Inspect Point.
Reports onto Salesforce records
Completed inspection reports flow directly into the related Salesforce records.
Inspections, reports, and invoices
Job documents sync into Salesforce so quoting, invoicing, and billing start sooner.
Status and timeline sync
Inspection statuses and project timelines stay aligned between the two platforms.
Configured per customer by Inspect Point's team rather than installed as a fixed one-way sync.
Where it fits, inspection to collection
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See the Salesforce integration
on your own workflow.
Bring the account you'd connect first. We'll walk the Salesforce connection on it during the demo.