Gain complete project visibility from sales to implementation with Celigo’s OpenAir - Salesforce SmartConnector. Connect Salesforce and OpenAir to automatically synchronize and update sales activities and project information between the two applications. Built on Celigo’s integration iPaaS platform, integrator.io, the SmartConnector offers a prebuilt, fully managed integration with advanced capabilities to install, configure, monitor, and manage the integration without IT support or additional development.

Gain complete project visibility from sales to implementation with Celigo’s OpenAir - Salesforce SmartConnector. Connect Salesforce and OpenAir to automatically synchronize and update sales activities and project information between the two applications. Built on Celigo’s integration iPaaS platform, integrator.io, the SmartConnector offers a prebuilt, fully managed integration with advanced capabilities to install, configure, monitor, and manage the integration without IT support or additional development.

OpenAir to Salesforce Integration

Celigo’s OpenAir to Salesforce SmartConnector is a comprehensive and scalable integration offering:

  • Prebuilt, fully functioning integrations to 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 SmartConnector

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

With Celigo's OpenAir to Salesforce SmartConnector:

  • 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 SmartConnector 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 prebuilt 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. Over 1,500 NetSuite customers trust Celigo to synchronize data, automate processes, and streamline operations by integrating NetSuite with any application.

 

Celigo’s integrator.io iPaaS platform offers a simple and powerful platform through a guided user interface, integration templates, and other tools that empower business users to easily integrate any cloud apps. Built on integrator.io, Celigo offers SmartConnectors, a suite of prebuilt, fully managed integration applications for popular cloud apps, including NetSuite, Salesforce, Shopify, Amazon, Zendesk, and many others. Visit www.celigo.com to learn more.

Ratings & Reviews

Be the first to write a review