OpenAir Connector for Salesforce

Gain complete project visibility from sales to implementation with OpenAir – Salesforce Quickstart Templates. Connect Salesforce and OpenAir to automatically synchronize and update sales activities and project information between the two applications.

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OpenAir to Salesforce Integration

OpenAir Connector for Salesforce is a comprehensive and scalable integration offering:

Automatically update data between Salesforce and OpenAir for accurate quotes, better customer experience, and efficient resource management
Faster time to value with prebuilt integrations that do not require development or IT resources to install and configure
Online dashboard and alerts to easily manage and monitor the Connector

Key Benefits

Enhance customer experience with accurate project quotes and seamless handoff from sales to implementation
Efficiently manage and schedule resources by giving project managers visibility into the sales funnel
Achieve fast time-to-value with prebuilt, out-of-the-box integration that does not require IT support
Minimize ongoing costs with continuous upgrades, maintenance, and support provided by the experts at Celigo

How It Works

OpenAir Connector for Salesforce:

Make OpenAir project fields available in Salesforce Opportunity
Have Salesforce Opportunities automatically create/update OpenAir Projects
Make OpenAir project metrics and statuses available in Salesforce
Synchronize Accounts (Clients) and Contacts between Salesforce and OpenAir

Built on Celigo’s integrator.io platform, quickly and easily customize the Connector without investing in a separate platform.

Opportunity to Project

Create and update OpenAir Projects based on Salesforce Opportunities or Opportunity line items
Make OpenAir Project template fields available in Salesforce Opportunity screen
Ensure Accounts, Clients, and Contacts are synchronized and updated between Salesforce and OpenAir

Project Visibility

Make OpenAir project metrics and statuses available in the Salesforce Opportunity, including: percent completed, planned end date, hours worked, planned hours, and billable hours

Advanced Configuration

Configure data sync options, such as when Salesforce Opportunity creates and updates an OpenAir Project
Configure Opportunity line items to create project tasks, charges, or budget transactions in OpenAir

Out-of-the-Box

Install and configure integrations without IT resources or additional development
Receive automatic upgrades, maintenance, and support from the integration experts at Celigo

Management & Monitoring

Use intuitive integrator.io dashboard to monitor data flows and correct errors
Enable email alerts when connections go offline or data flows are interrupted