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SafetyCulture
header Salesforce by OpSmooth image

Salesforce by OpSmooth

Automatically trigger SafetyCulture inspections from Salesforce and sync results back no manual handoff required.     

Support Contact

Developer Details

Disclaimer

Partner integrations are not managed by SafetyCulture. If you require support, please contact the owner of each integration for assistance.

Features

Two-Way Data Sync
Completed inspection results; score, status, completion date, and inspection title are written back to the Salesforce Job record automatically.
Real-Time Visibility
Operations managers and back-office staff can track inspection progress and results directly in Salesforce, no need to switch between platforms.
Automatic Pre-Filled Inspection
The moment a Salesforce Job hits a configured status, a SafetyCulture inspection is created automatically with job data from Salesforce including site, assigned technician, job type, description, and scheduled date.

Description

Connect your Salesforce CRM with SafetyCulture to create a seamless bridge between your customer-facing operations and your inspection workflow.

When a Salesforce Job reaches a defined status, OpSmooth automatically creates a pre-filled SafetyCulture inspection with all the relevant job details, site, assigned technician, job type, and more, so your field team can get to work immediately.

Once the inspection is complete, results sync straight back to the Salesforce record. No duplicate data entry. No missed inspections. Just a clean, automated loop between your CRM and your field operations.

How It Works

  1. A Job in Salesforce reaches your configured trigger status
  2. OpSmooth automatically creates a pre-filled inspection in SafetyCulture
  3. Your field technician completes the inspection on-site
  4. Results sync back to the Salesforce Job record instantly

Who It's For


Any customer-facing business that manages field operations through Salesforce, including facilities management, field services, construction, and property management teams.



Our Team

Taras Maynoor photo
Taras Maynoor

Founder

Taras is an Ex-SafetyCulture CS Engineer. With 3+ years of experience delivering technical implementations for SafetyCulture's Enterprise Customers.

FAQ

Yes, any template can be mapped to a Salesforce Job Type
Yes, field mappings will be done based off your organisation's Salesforce setup

Support Contact

Developer Details

Disclaimer

Partner integrations are not managed by SafetyCulture. If you require support, please contact the owner of each integration for assistance.