Simpro integrationthat syncs back automatically.
Leads hand off to Simpro automatically. Quote values, won values, and job completion status sync back to Strelve without manual entry.
- Quote value
- Won value
- Job completed
Connect. Handoff.Sync back.
Choose when leads go to Simpro
- NEW
Every new lead
Send it as soon as the form is submitted.
- CONTACTED
After first contact
Send it when your team marks it Contacted in Strelve.
Then the values and job updates sync back automatically
Lead handoff
Lead reaches the selected status
New or Contacted.
Lead created with full context
Contact, location, form answers, category, estimate, notes.
Quote value
Quote value recorded
The lead's quote value and status get updated.
Quote created and updated
Simpro sends the latest quote value.
Job completion
Final won value recorded
Strelve updates the value and marks the job complete.
Job marked complete
Simpro sends the completion status and final job total.
Compare the integrationsfor handoff and sync-back.
- Lead handoff
- Automatic
- Quote value sync-back
- Yes
- Won status and value sync-back
- Yes
- Job completion sync-back
- Yes
- Post-job follow-up
- Yes
If you would like help getting Simpro set up, contact us, and we will put you in touch with an account manager to get set up.
If you use another job-management platform, . We can look at what a connection could involve and how it fits with the way your team handles leads.