Introduction

The construction and field service industry runs on a mix of systems—Salesforce for CRM & Service, and platforms like Dashpivot, Procore, Aconex, PlanGrid, and Fieldwire for project delivery and site management.

Without integration, companies face:

• Fragmented workflows
• Manual data entry
• Delayed reporting

The good news? These systems can be seamlessly integrated with Salesforce to deliver a connected ecosystem. At Perigeon, we’ve enabled exactly these integrations, helping businesses achieve better collaboration, faster service, and real-time visibility.

The Top 5 Apps You Can Integrate with Salesforce

1. Dashpivot (Sitemate)

[Dashpivot Image]

• Best for: Digital forms, checklists, project workflows
• Integration with Salesforce: Push/pull work orders, sync PDFs, enable real-time updates via FlowSite Open API
• Use Case: Service work orders flow into Dashpivot tasks, updates sync back into Salesforce

2. Procore

[Procore Image]

• Best for: Construction project management
• Integration with Salesforce: Sync opportunities, RFIs, submittals, project details
• Use Case: Sales opportunities in Salesforce directly create Procore projects; site progress flows back into Salesforce reports

3. Aconex (Oracle)

[Aconex Image]

• Best for: Document control and collaboration
• Integration with Salesforce: Attach Aconex documents, drawings, and workflows to Salesforce records
• Use Case: Service teams view site docs linked to customer accounts without leaving Salesforce

4. PlanGrid (Autodesk Build)

[PlanGrid Image]

• Best for: Construction drawings and task management
• Integration with Salesforce: Connect field drawings, punch lists, and defect reports to Salesforce work orders
• Use Case: A field technician closes a Salesforce work order → PlanGrid checklist auto-updates

5. Fieldwire

[Fieldwire Image]

• Best for: Task & issue tracking for field teams
• Integration with Salesforce: Sync task assignments and statuses
• Use Case: A Salesforce case creates a task in Fieldwire, technician updates flow back into Salesforce Service Cloud

Common Benefits of Integration

• One Source of Truth: Salesforce acts as the central hub while project apps manage execution.
• Faster Workflows: Eliminate duplicate data entry.
• Better Visibility: Leadership sees real-time project health in Salesforce dashboards.
• Improved Collaboration: Field teams and back-office share synced information.

Why Integrations Are Challenging

• Different APIs & data models
• Security & compliance requirements
• Need for real-time updates vs batch syncs
• Complexity of mapping construction workflows to Salesforce objects

Perigeon’s multi-app integration expertise ensures these complexities are handled efficiently.

Why Perigeon?

• Cross-App Expertise → Delivered Salesforce integrations with Dashpivot, Procore, Aconex, and more.
• Certified Salesforce Partner → Deep Service Cloud & Field Service know-how.
• API & Middleware Knowledge → MuleSoft, Boomi, custom Apex, Azure integrations.
• Industry Experience → Worked with construction, energy, and asset-heavy companies globally.

Looking to connect Salesforce with Dashpivot, Procore, Aconex, PlanGrid, or Fieldwire?

📩 Contact Perigeon to explore how we can design and deliver scalable integrations that simplify your field operations.