Ready to connectCRM
Give your sales team the field data they need in Salesforce
Keep the field and your Salesforce pipeline on the same page, so nothing done on site is invisible to sales.
Nothing here is a live one-click connection. Tell us what you need and we will help you get set up.
This integration needs a connection to work. ToolBerry stays offline-first, so your field work keeps going and this syncs once you are back online.
What it does
Contacts, jobs, and opportunities stay aligned between the office and the field, so your sales team sees what actually happened on site without chasing a status update.
How it will work
- 1Request access and we will scope the connection to your Salesforce org and objects.
- 2When connected, ToolBerry will map its customers and jobs to your Salesforce contacts and records.
- 3Field activity will sync back so your pipeline reflects what actually happened on the job.
Benefits
Give sales visibility into field work without a status meeting.
Keep one shared record of every customer across teams.
Tie completed jobs back to the opportunities that created them.
Frequently asked questions
Want Salesforce connected to ToolBerry?
Request access and tell us how you would use it. Your input helps us prioritize what we build next.