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.

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.

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

Celigo offers integration solutions that enable applications to work together as one, in a way that is easy and simple. Thousands of companies rely on Celigo to synchronize data, automate processes, and streamline operations by integrating their cloud applications. Celigo’s integrator.io iPaaS platform offers a simple and powerful platform through a guided user interface, integration templates, and other tools that empower both business users and IT to easily integrate any cloud applications. Built on integrator.io, Celigo also offers Integration Apps, a suite of prebuilt, fully managed integration applications for popular cloud applications, including NetSuite, Salesforce, Shopify, Amazon, Zendesk, and many others. Click the "Contact Me" button to learn more.

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