UpKeep and CRM's have never worked better before. With so many businesses using Salesforce to streamline their customer database, we wanted to offer the same integration as well. While there are SO many different possibilities for how UpKeep can integrate, we chose one that might be helpful! Here's how it works:
- A new work order is generated and assigned to a customer's asset
- Our integration pull this data and adds a note into that customer's Salesforce account so that a complete record is stored in Salesforce and in UpKeep.
This integration is only available in our business plus and enterprise plans.
Contact your customer success manager to get help setting up these integrations!
If you're interested in upgrading your plan -- shoot us an email at firstname.lastname@example.org and we'll help you get set up!