Introduction
When it comes to managing projects and field operations, Dashpivot, Procore, and PlanGrid are among the most widely adopted platforms. At the same time, Salesforce remains the system of record for customer service, work orders, and contracts.
The question for many enterprises is: “Which integration is the best fit for our Salesforce environment?”
At Perigeon, we’ve implemented Salesforce integrations with all three platforms—Dashpivot, Procore, and PlanGrid—giving us a unique perspective on their strengths.
Salesforce + Dashpivot Integration
- Best For: Digital forms, safety checklists, compliance docs
- Integration Highlights:
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Push Salesforce work orders → Dashpivot tasks
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Sync PDFs/photos into Salesforce
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Strong compliance & document workflows
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Ideal Industries: Construction, Oil & Gas, Utilities
Salesforce + Procore Integration
- Best For: Full-scale project management
- Integration Highlights:
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Sync Salesforce opportunities → Procore projects
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Integrate RFIs, submittals, budgets into Salesforce
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Project progress reflected in Salesforce dashboards
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Ideal Industries: Large-scale construction, Infrastructure
Salesforce + PlanGrid Integration
- Best For: Drawings, punch lists, issue tracking
- Integration Highlights:
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Connect Salesforce work orders → PlanGrid tasks
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Sync field checklists and defect reports
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Keep drawings and documentation linked to Salesforce records
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Ideal Industries: Engineering, Facility Management
Key Comparison
| Feature | Dashpivot | Procore | PlanGrid |
|---|---|---|---|
| Focus Area | Forms & Compliance | End-to-End Project Mgmt | Drawings & Issue Tracking |
| Salesforce Integration | Work orders + PDFs | Opportunities + Projects | Work orders + Punch Lists |
| Best Fit | Mid-size ops, compliance |
Large-scale projects | Teams focused on drawings |
Challenges Across All Integrations
- API & data model differences
- High document volumes
- Real-time vs batch sync requirements
Perigeon solves these with custom API handling, middleware, and Salesforce-native automation.
Why Perigeon?
- Hands-on Salesforce integrations with Dashpivot, Procore, and PlanGrid.
- Expertise across Service Cloud, Field Service, and CPQ.
- Proven track record in construction and asset-heavy industries.
Not sure whether Dashpivot, Procore, or PlanGrid is the right Salesforce integration for your business?
📩 Contact Perigeon — we’ll help you evaluate, design, and implement the integration that best fits your needs.
