Salesforce and Scoop^® Integration

Combine Powerful CRM Functions with Unique Project Workflow Automation & Reporting

CRM

Create automated workflows that transfer lead data from Salesforce to Scoop and back again, ensuring consistency among your software tools.

Scoop’s mobile app allows your sales reps to access and update client information while on-site, including data, documents, pictures, and videos.

The Project Tracker Live™ dashboards updates automatically to provide real-time insight on your sales funnel.

See how many leads are in the pipeline, monthly commission reports, and more with LOOXY™ Analytics by Scoop.

What is Salesforce?

Salesforce is a powerful CRM platform that allows businesses to manage all their sales, marketing, and communication services in one place.

Your Tools Can Talk

Scoop allows you to work smarter, not harder. As you and your team make changes in one tool, create automated workflows and custom triggers to see those changes and others reflected across both tools. Typical actions include:

Create Client Site

Create Project

Create Task

Create Sales or
Service Visit

Advance Project Stage

Update Fields

Update Crew / Lead

Invite Users

Update User Access

Set Start / End / Due Date

Deactivate / Reactivate Project

How It Works

IDENTIFY HIGH VALUE INTEGRATIONS

01 Choose Your Connections

We consult with you and gather requirements→

Your GLOO Solution Engineer works with you to test and validate each integration inside your sandbox environment. When all meets approval, we take the connection live and continue to monitor it to ensure accuracy and performance. Your service also includes periodic adjustments to triggers, actions and field mappings as your business evolves.

DETAILED INTEGRATION SCENARIOS

02 Specify Your Integrations

We map out primary workflows across each connection →

For each pair of IT solutions we connect, we map out which events should act as triggers, what actions should be taken as a result, and which data fields should be mapped across. All with the goal of automating the entire workflow and dataflow.

HASSLE FREE OPERATION & PEACE OF MIND

03 Go Live, Monitor & Evolve

We coordinate the integration launch and monitor performance →

Your GLOO solution engineer works with you to test and validate each integration inside your sandbox environment. When all meets approval we take the connection live and continue to monitor it to ensure accuracy and performance. Your service also includes periodic adjustments to triggers, actions and field mappings as your business evolves.

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Connect With Us

Are you looking to implement this integration? Still have questions? Fill out the form below to get in touch with a solar solutions specialist.

“Scoop is something that we knew that we wanted to move to immediately. We knew it was going to be able to help us manage all of our projects across the board.”

“Scoop was the only thing that had the capability of doing what it does. We could use other tools and update customers but it's not the same.”

“When I open Scoop, I'm getting a bird's eye view of all of the projects in progress. It has everything right there.”

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