BuildOps and Salesforce Integration

Connect BuildOps, the platform built for commercial mechanical and fire contractors,
with Salesforce, your CRM for sales and account management.
PixisSync keeps customers, jobs, locations, and quotes aligned so sales, service,
and operations work from the same data.

With the BuildOps Salesforce integration, you can track opportunities and service work
in Salesforce while BuildOps manages field execution and job costing—without duplicate entry
or disconnected records.

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Why Connect BuildOps and Salesforce

When sales and operations use different systems, customer details, locations, and quotes are often
re-entered by hand. That leads to bad data, missed follow-ups, and a fuzzy picture of job profitability.
The BuildOps + Salesforce integration powered by PixisSync solves this:

• Keep accounts, projects, jobs, and locations consistent between your CRM and field service platform.
• Give sales teams visibility into active jobs and quotes generated from BuildOps.
• Reduce re-keying and spreadsheet imports between Salesforce and BuildOps.

Key Benefits for Sales, Service & Operations

For Sales & Account Managers

See current jobs, locations, and quotes for each customer directly in Salesforce—no more guessing
what’s happening in the field.

For Service & Project Teams

Start jobs from accurate customer and site records synced from Salesforce into BuildOps.

For Operations & Leadership

Align sales pipeline and field execution, with a clearer view of contract backlog and booked work.

For Admin & Data Owners

Fewer duplicates, cleaner hierarchies (account > location > job), and less manual maintenance.

Integration Workflow

PixisSync orchestrates the flow of data between Salesforce and BuildOps so each system can
focus on what it does best. PixisSync can be configured for one-way or two-way sync depending on whether
Salesforce or BuildOps is your system of record for each data type.

Example Flow Summary

• Export Customer → Salesforce Accounts are exported to BuildOps as customer records so service and installation work starts from clean CRM data.
• Import Job → Jobs created or updated in BuildOps are imported back to Salesforce so sales teams can see active work and project status on each account.
• Import Location → Site and location records from BuildOps sync into Salesforce to keep multi-site customers organized for both sales and service.
• Import Quotes → Quotes generated in BuildOps can be imported to Salesforce to update opportunities, track win rates, and support forecasting.

Coverage Summary

Ready to Connect BuildOps with Salesforce?

Schedule a free consultation to see how PixisSync can automate your
BuildOps–Salesforce integration—keeping customers, jobs, locations, and quotes in sync
while cutting down on manual entry.