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.
