CRM Integrations for Simpro
Bridge the gap between your sales team and your operations by connecting your CRM directly to Simpro. Whether you use HubSpot, Salesforce, Zoho, Pipedrive or Microsoft Dynamics 365, our integrations keep leads, contacts and deal data flowing in both directions—so nothing falls through the cracks between winning the work and delivering it.
Description
Overview:
Most trade and field-service businesses run their sales pipeline in a CRM and their job management in Simpro—but without a live link between them, data gets re-keyed, leads go cold and revenue visibility suffers. CRM Integrations for Simpro solves this by synchronising customers, contacts, leads and deal stages between the two platforms in real time. Sales teams continue working in the CRM they know, while operations see new wins land in Simpro ready to schedule—no double-handling, no missed handovers.
Who it's for:
- Trade and field-service businesses that manage their sales pipeline in a CRM such as HubSpot, Salesforce, Zoho CRM, Pipedrive or Microsoft Dynamics 365.
- Simpro users who want new customers and won deals to flow into Simpro automatically instead of being re-keyed by the office team.
- Sales managers who need a single view of pipeline value, conversion rates and revenue without switching between systems.
Key benefits:
- Eliminate double-entry by syncing contacts, companies and deal data between your CRM and Simpro in real time.
- Shorten the handover from sales to operations—won deals create Simpro customers and quotes automatically.
- Gain a unified view of your pipeline so you can forecast revenue, track conversion rates and spot bottlenecks.
- Keep your sales team working in the CRM they already know, while operations stays in Simpro—everyone uses the tool they're best at.
How it works with Simpro:
- New leads captured in your CRM are automatically matched or created as contacts and companies inside Simpro.
- When a deal is won, a Simpro customer record, site and quote are generated instantly—ready for scheduling.
- Deal values, stages and activity notes stay synchronised so both teams see the same status at all times.
- Two-way sync means updates made in Simpro (such as quote revisions or job completion) flow back to the CRM for full lifecycle visibility.
Most trade and field-service businesses run their sales pipeline in a CRM and their job management in Simpro—but without a live link between them, data gets re-keyed, leads go cold and revenue visibility suffers. CRM Integrations for Simpro solves this by synchronising customers, contacts, leads and deal stages between the two platforms in real time. Sales teams continue working in the CRM they know, while operations see new wins land in Simpro ready to schedule—no double-handling, no missed handovers.
Who it's for:
- Trade and field-service businesses that manage their sales pipeline in a CRM such as HubSpot, Salesforce, Zoho CRM, Pipedrive or Microsoft Dynamics 365.
- Simpro users who want new customers and won deals to flow into Simpro automatically instead of being re-keyed by the office team.
- Sales managers who need a single view of pipeline value, conversion rates and revenue without switching between systems.
Key benefits:
- Eliminate double-entry by syncing contacts, companies and deal data between your CRM and Simpro in real time.
- Shorten the handover from sales to operations—won deals create Simpro customers and quotes automatically.
- Gain a unified view of your pipeline so you can forecast revenue, track conversion rates and spot bottlenecks.
- Keep your sales team working in the CRM they already know, while operations stays in Simpro—everyone uses the tool they're best at.
How it works with Simpro:
- New leads captured in your CRM are automatically matched or created as contacts and companies inside Simpro.
- When a deal is won, a Simpro customer record, site and quote are generated instantly—ready for scheduling.
- Deal values, stages and activity notes stay synchronised so both teams see the same status at all times.
- Two-way sync means updates made in Simpro (such as quote revisions or job completion) flow back to the CRM for full lifecycle visibility.
