CRM & Sales
Sync defect cases between Guided Home and your Salesforce CRM
Connect your Salesforce org to Guided Home and synchronise defect cases between both platforms. Defects raised in Guided Home create corresponding case records in Salesforce automatically, keeping your CRM aligned with on-site delivery and customer care without manual updating.
Use cases
Customer care teams who need defect and aftercare visibility in Salesforce
Reflecting Guided Home defect cases in Salesforce without manual data entry
Keeping defect case status aligned between on-site delivery and your CRM
How it works
Guided Home doesn't replace Salesforce. It connects to it. Your team keeps working in the tools they know. Guided Home adds the governance layer: capturing evidence, tracking responsibility, and surfacing the right information to buyers, homeowners, and site teams at the right moment.
The Salesforce integration is live in production today. It connects in minutes using your existing credentials, with no changes to how your Salesforce environment is configured.
Talk to us about Salesforce
