Salesforce and Scoop® Integration
Combine Powerful CRM Functions with Unique Project Workflow Automation & Reporting
Powered by Scoop’s world-class GLOO™ integration platform, the Salesforce and Scoop Solar sync enables customers to achieve a powerful end-to-end solution. This integration combines your favourite CRM functions with Scoop’s unique mPMA workflow automation, project management, and reporting capabilities.
Streamline your CRM functions to eliminate manual data re-entry and communication.
What is Salesforce?
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 Sales or
Advance Project Stage
Update Crew / Lead
Update User Access
Set Start / End / Due Date
Deactivate / Reactivate Project
How It Works
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.
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.
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.
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.