What does your integration with ImproveIt360 do? PLEASE NOTE: Connected apps in Classic are now disabled by Salesforce. Customers already using Classic can continue, but new clients will need to turn on the i360 Lightning Experience in their Classic
Improveit360/One Click Contractor Integration
Information Pulled from I360:
- Users
- Jobs
- Appointments
- Sales Process Stages
Information Pushed to I360:
- Sales Process Stages
- Proposal & Agreement PDF
- Emailed PDF
- Signed PDF
- Quoted Amount
- Creates I360 Sale when a contract is signed, with the amount.
- Creates Marketing Opportunity when an Appointment has resulted in something other than sold.
Users: Pulls users from the CRM and maps those users to the current OCC Users automatically if the email matches, manually via an Admin UI
Jobs: Pulls jobs from the CRM. This can be mapped differently depending on the CRM. (Ex: Salesforce uses opportunities, Job Nimbus uses jobs/contacts, Improveit360 uses appointments, SalesRabbit uses leads.)
Appointments: Pulls appointments from the CRM. This can be mapped differently depending on the CRM.
Sales Process Stages: Pulls stages from the CRM to use them in the OCC UI to sync back to the CRM.
Sales Process Stage: Once a Sales rep in OCC sets the sales stage, that syncs back to the
CRM.
Estimate PDF: The Sales rep can trigger an Estimate PDF to be synced back to the
CRM. Where it goes depends on how the job was created from the CRM.
Emailed PDF: When the Sales rep emails a Contract or Estimate PDF, the OCC org admin has the option of syncing the PDF via an org preference.
Signed PDF: When the Sales rep and customer sign a contract, the PDF is synced back the
CRM. Where it goes depends on how the job was created from the CRM.
Quoted Amount: This is an additional piece of data that can be synced back when syncing back the Sales Process Stage.