Salesforce + SimPRO

Connect Salesforce to SimPRO: Custom Integration for 2026

Connect Salesforce to SimPRO with a purpose-built integration. Real-time sync, error handling, and retry logic included - deployed within 2 weeks by our experienced team.

8+ hours/week

Saved weekly

98%

Client retention

SimPRO fields

One-way

Sync direction

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Why Connect Salesforce to SimPRO?

Pipeline data in Salesforce is not reflected in SimPRO, so sales forecasting relies on stale numbers

Transaction data in Salesforce requires manual verification against SimPRO, increasing audit risk

Reporting across Salesforce and SimPRO requires painful manual exports and spreadsheet merges

Manually copying data between Salesforce and SimPRO wastes hours every week that could be spent on revenue-generating work

New team members take longer to onboard because they must learn manual workarounds to keep Salesforce and SimPRO aligned

Client engagement details in Salesforce and time-tracking data in SimPRO do not align, making billing inaccurate

How We Help

Connecting Salesforce (crm & sales) with SimPRO (industry tools) is one of the most requested integrations among Australian Professional Services and Financial Services businesses. This integration eliminates the manual transfer of leads and contacts data, reducing errors and freeing up your team to focus on growth. On the technical side, Salesforce uses a REST API with OAuth authentication, and SimPRO authenticates via OAuth, which our team handles as part of the build.

Amplify Salesforce Strengths

Salesforce excels because unmatched customisation depth - virtually every field, object, workflow, and page layout can be tailored to your exact business processes. Connecting it to SimPRO ensures that advantage flows through your entire workflow rather than staying siloed in one tool.

Scalable Without Extra Headcount

As your data volume grows, the integration scales with you. No need to hire additional admin staff to keep Salesforce and SimPRO in sync, even as your business doubles.

Maximise Billable Hours

When time-tracking and client data sync between Salesforce and SimPRO automatically, your consultants spend more time on client work and less on admin.

Custom-Built for Your Workflow

Unlike generic connectors, we build integrations tailored to how your business actually uses Salesforce and SimPRO. Custom field mappings, business rules, and error handling included.

Salesforce to SimPRO Use Cases

Scheduled reconciliation between Salesforce and SimPRO

A daily or weekly reconciliation job compares records across both platforms, flags discrepancies, and generates a mismatch report. Catches sync gaps before they become accounting headaches.

Automated error handling and retry for Salesforce/SimPRO sync

When a sync between Salesforce and SimPRO fails due to a rate limit, network issue, or validation error, the integration retries automatically with exponential backoff. Your team is alerted only when intervention is genuinely needed.

Sync opportunities pipeline between Salesforce and SimPRO

Keep opportunities and quotes records aligned across both platforms. When a opportunitie moves to a new stage in Salesforce, the corresponding quote in SimPRO updates automatically, ensuring both sales and operations teams have accurate pipeline visibility.

Data Mapping

How data flows between Salesforce and SimPRO

Salesforce	→	SimPRO	Notes
Salesforce Invoices -> Id	→	SimPRO Invoices -> ID	Unique identifier stored as cross-reference for record linking
Salesforce Invoices -> Amount	→	SimPRO Invoices -> Total	Financial values validated for decimal precision and currency alignment
Salesforce Opportunities	→	SimPRO Quotes	Deal and opportunity data including stage, value, and associated contacts kept in sync for accurate pipeline reporting.
Salesforce Timestamps	→	SimPRO Audit Log	Created and modified timestamps preserved for sync conflict resolution and compliance
Salesforce Owner/Assignee	→	SimPRO Owner/Assignee	Record ownership mapped between platforms using email address as the matching key
Salesforce Record IDs	→	SimPRO External References	Cross-reference identifiers stored on both records for bidirectional lookups and deduplication
Salesforce Accounts	→	SimPRO Custom Fields	Accounts data from Salesforce stored in SimPRO custom fields for reference
Salesforce Cases	→	SimPRO Custom Fields	Cases data from Salesforce stored in SimPRO custom fields for reference
Salesforce Leads	→	SimPRO Custom Fields	Leads data from Salesforce stored in SimPRO custom fields for reference
Salesforce Contacts	→	SimPRO Custom Fields	Contacts data from Salesforce stored in SimPRO custom fields for reference

Salesforce + SimPRO Integration FAQ

Most Salesforce to SimPRO integrations are completed within 2 weeks. We start with a discovery session to understand your specific workflow, then build and test the integration. Complex setups with custom business logic may take up to 4-8 weeks.

The most common data objects synced between Salesforce and SimPRO include deals. We map each data type to its counterpart in the target system, including custom fields, metadata, and relationship data. The exact scope is tailored to your workflow during the discovery session.

Integration pricing depends on complexity, including the number of data objects synced (deals), sync direction, custom business rules, and volume. Most Salesforce to SimPRO integrations fall within our standard integration tier. Book a free assessment to get a specific quote for your requirements.

Yes. We have built integrations for Professional Services businesses that rely on both Salesforce and SimPRO. The integration is customised to your industry-specific workflows, data structures, and compliance requirements. Book Free Assessment to discuss your specific needs.

Yes. All data is transferred over encrypted connections (TLS/SSL). We follow least-privilege API access, using OAuth 2.0 authentication with scoped permissions, never store credentials in plain text, and log all sync activity for audit purposes. For Australian businesses with compliance requirements, we can implement additional safeguards.

Yes, every integration includes 3 months of post-launch support. We monitor sync health, troubleshoot issues, and make adjustments as your workflow evolves. Ongoing maintenance plans are available for businesses that want continuous optimisation.

We map crm & sales data like leads and contacts from Salesforce to the corresponding industry tools structures in SimPRO. Our team handles data transformation, validation, and conflict resolution between the two system types.