Introducing 3 new CRM integrations: Making your sales and lead management simpler

Keeping up with sales and lead management can feel like a non-stop rollercoaster ride. Juggling complex project schedules, diverse client needs and ever-changing market demands can make keeping track of incoming jobs into an overwhelming task.

One of the best ways to solve this problem and stay organized is to integrate customer relationship management software with project management tools. Buildertrend’s all new Marketplace is your one-stop shop for software integrations that work smoothly with your Buildertrend account. Pairing these software platforms will allow you to work more efficiently without having to add duplicate information in multiple places.

In 2023, we added new CRM integrations that make marketing to and communicating with prospective and current clients easier than ever. These integrations ensure a seamless experience from initial sale to final walkthrough.

Here’s an overview of the new CRM integrations now available on Buildertrend Marketplace and how they’ll benefit your construction business.

What is a CRM integration?

A CRM integration refers to the process of connecting your customer relationship management software with other business systems like Buildertrend’s project management software. The goal is to enable consistent data flow between both platforms to ensure information is updated without the need for tedious double entry.

Buildertrend Marketplace now offers the option to connect your Buildertrend account with HubSpot, Salesforce and Pipedrive, so you can centralize lead management, start jobs faster and enhance client relationships.

What’s included with each integration, and how do they work with Buildertrend?

Now that we’ve added CRM integrations to our lineup of financial integrations like QuickBooks and Xero, there’s even more opportunity to systemize your processes. Here’s a brief overview of how each CRM app works with Buildertrend.

HubSpot

HubSpot is a widely used CRM platform that offers a suite of marketing, sales and customer service tools designed to help businesses attract and engage with clients. It provides a centralized system that allows you to manage various aspects of your interactions with leads and current clients.

By connecting your HubSpot account with Buildertrend, you’ll bring your project and prospect data together to save time and reduce the chance for error. Having your project information and data in one place will also allow for fast and easy job conversion once a sale is finalized.

Salesforce

Salesforce is a cloud-based CRM platform that offers business applications and tools designed to help organizations manage and optimize their sales, marketing, customer service and other core business operations.

Integrating Salesforce with Buildertrend allows you to maintain your current processes of managing leads in Salesforce with the ability to transfer client data over to Buildertrend when you’re ready to start a new job. This will ensure your organized information can be quickly shared between platforms.

Pipedrive

Pipedrive is a CRM software designed to help teams manage their sales processes, track leads and improve productivity throughout the sales cycle. It offers a user-friendly interface and a range of features focused on pipeline management and sales automation.

Buildertrend’s integration with Pipedrive allows you to keep your current workflows for lead management. Once a sale is made, you can easily send client information to your Buildertrend account at the start of each job.

Why use CRM software integrations in your business?

Integrating CRM software with project management software offers several advantages to construction business owners like you including added efficiency, collaboration and improved customer relationships.

Using software integrations helps to reduce errors, streamline workflows and increase productivity. CRM software now works with Buildertrend, so you can continue using the solution and workflow you know with the added benefits of project management features. The combination of software will ensure information is shared quickly and in real time – saving you time with faster processes.

How do the CRM integrations share information with Buildertrend?

Oftentimes, integrations are connected using an API, or application programming interface. This interface allows different software to send and receive information. By building integrations on APIs, you can connect your software and use them together.

All the CRM integrations available on Buildertrend Marketplace are built on APIs. This updated integration experience allows for seamless data transfers, which means your apps can talk to each other and share information.

Will there be other apps added to Buildertrend Marketplace?

We’ll continue to work on additional software integrations in the future that will make your business processes even more efficient.

Not yet a Buildertrend user? You can learn more about all our features, integrations and other services by scheduling a demo today!