Introduction
One of our clients, a mid-sized construction services company, faced a common challenge: their customer service teams used Salesforce Service Cloud, while site teams relied on Dashpivot for checklists and reporting.
The disconnect created:
- Delayed updates from field to office
- Repeated manual data entry
- Customer complaints due to lack of real-time visibility
Perigeon stepped in to design and deliver a Salesforce + Dashpivot integration that dramatically improved efficiency.
The Challenge
- Manual Processes: Work orders created in Salesforce were manually logged into Dashpivot by field supervisors.
- Document Gaps: Compliance PDFs and site photos were trapped in Dashpivot, not visible in Salesforce.
- Delayed Reporting: Customer support couldn’t update clients until site reports were manually uploaded.
The Solution
Using FlowSite Open API, we built an integration to:
- Sync Salesforce Service Cloud cases → Dashpivot tasks
- Push technician updates and documents back into Salesforce
- Automate PDF and photo sync into Salesforce Files
- Build dashboards in Salesforce for real-time monitoring
The Results
📈 Within three months of go-live:
- 40% increase in field efficiency → Technicians focused on execution, not duplicate data entry
- Real-time customer updates → Support teams shared live progress with clients
- Improved compliance visibility → Audit-ready PDFs instantly available in Salesforce
- Higher customer satisfaction → Faster response times and fewer escalations
Why Perigeon Was the Right Partner
- Expertise in Salesforce Service Cloud + Dashpivot integration
- Hands-on knowledge of FlowSite API workflows
- Proven track record in construction and asset-heavy industries
- Delivered end-to-end implementation + ongoing support
Looking for a partner to integrate Salesforce with Dashpivot or other field apps?
📩 Talk to Perigeon — we specialize in designing integrations that improve field efficiency and customer experience.
