Integration · CRM
Sync Every Contractor Proposal Directly Into Salesforce Opportunities
Connect SubcontractorHub to Salesforce and every proposal, status change, and signed contract flows bidirectionally between the two platforms. Enterprise roofing, HVAC, and solar companies use this integration to keep their field sales data and CRM pipeline perfectly aligned without manual entry.
What Connects Between Salesforce and SubcontractorHub
The specific data flows that eliminate double entry and keep both systems current without extra work from your team.
Bidirectional Lead and Opportunity Sync
New leads created in Salesforce automatically appear as prospects in SubcontractorHub, and new jobs created in the field sync back as Salesforce Opportunities. Stage changes in either system stay in sync — a proposal marked Won in SubcontractorHub moves the Opportunity to Closed Won in Salesforce without anyone touching the CRM.
Proposal Event Triggers on Opportunity Records
When a homeowner views, signs, or declines a proposal in SubcontractorHub, that event logs as an Activity on the corresponding Salesforce Opportunity. Sales managers can see every touchpoint on the deal record — field measurement, proposal sent, viewed twice, signed — without leaving Salesforce.
Pardot Pipeline and Lead Scoring Sync
For companies using Pardot (now Marketing Cloud Account Engagement), proposal engagement events feed into Pardot lead scoring. A homeowner who views a proposal three times gets a higher score, triggering Pardot nurture sequences automatically. This closes the gap between your field activity and your marketing automation.
Contact and Account Field Mapping
SubcontractorHub job details — address, scope type, estimated value, assigned rep — map to configurable Salesforce fields on the Contact and Account records. Custom field mapping means your Salesforce data model stays clean and reports pull the right data without manual cleanup.
How to Connect Salesforce with SubcontractorHub
Authorize via Salesforce OAuth
Connect your Salesforce org through OAuth in the SubcontractorHub integrations panel — works with both Salesforce Classic and Lightning Experience.
Map SubcontractorHub Fields to Salesforce Objects
Use the field mapping UI to define which SubcontractorHub job fields write to which Salesforce Contact, Account, and Opportunity fields.
Set Sync Direction and Trigger Rules
Choose whether each field syncs one-way or bidirectionally and define which events trigger a sync (proposal sent, signed, stage changed, etc.).
Validate with a Live Opportunity
Create a test job in SubcontractorHub and confirm the Opportunity appears in Salesforce with the correct stage, value, and field data before going live.
Ready to connect Salesforce?
Book a 30-minute demo — we'll show you exactly how the integration works and walk you through setup for your account.
Who Uses the Salesforce Integration
National Roofing Franchise Tracking Regional Pipeline in Salesforce
A national roofing franchise with 15 locations uses Salesforce for executive pipeline reporting. SubcontractorHub feeds every field proposal into Salesforce as an Opportunity, so the VP of Sales sees real-time closed revenue and pipeline by region without relying on manual CRM updates from field reps.
Commercial HVAC Company Managing Long Sales Cycles
Commercial HVAC deals can take 90 days from first contact to signed contract. The bidirectional sync keeps the Salesforce Opportunity stage accurate throughout — when a rep updates job status in SubcontractorHub from the field, the CRM reflects it instantly, keeping forecast reports accurate.
Solar Developer Running Pardot Drip Campaigns
A solar development company uses Pardot to nurture utility leads. When a lead from a Pardot campaign books a site survey, the SubcontractorHub job is created automatically. After the proposal is viewed but not signed, Pardot resumes the nurture sequence — the field and marketing motions stay connected.
Restoration Company Reporting to Private Equity Owners
A PE-backed restoration company must deliver weekly Salesforce pipeline reports to investors. The integration ensures every field proposal updates Salesforce in real time, so the weekly report reflects actual field activity rather than whatever reps remembered to enter.
Common Questions About the Salesforce Integration
Which Salesforce editions does the integration support?
The integration supports Salesforce Professional, Enterprise, and Unlimited editions. Essentials edition lacks the API access required for the sync.
Does the sync work with custom Salesforce objects?
Standard sync maps to native Salesforce objects (Lead, Contact, Account, Opportunity, Activity). Custom object mapping is available on SubcontractorHub's Enterprise plan and requires a brief setup call with our integration team.
How does conflict resolution work if both systems update the same record?
You define a conflict resolution rule per field during setup — either SubcontractorHub always wins, Salesforce always wins, or the most recently updated value wins. The default is most-recent-wins, which works for most teams.
Can we limit which reps' data syncs to Salesforce?
Yes. You can scope the sync to specific SubcontractorHub users, teams, or locations. This is useful for companies piloting SubcontractorHub in one region before a full rollout.
Will the integration work with Salesforce sandboxes for testing?
Yes. You can connect a Salesforce sandbox environment during setup to test field mapping and sync behavior before connecting your production org.
Connect Salesforce with SubcontractorHub
Your team keeps working in the tools they know. SubcontractorHub ties them together so nothing falls through the cracks.
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