CRM

Aiventic + Salesforce

What happened in the field, visible in Salesforce

Sales and service reps own the customer relationship, but they’re usually the last to hear what the technician found. Aiventic connects to Salesforce Sales Cloud and Service Cloud so field activity lands on the account and the case: what was found, what was repaired, and what condition the equipment is in.

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What moves between Aiventic and Salesforce. Both directions.

Accounts and contacts matched to the customers your technicians visit
Service activity logged to the account as work completes
Case updates with technician findings and outcomes
Service summaries and equipment condition for sales and service to read

What Aiventic adds. What Salesforce doesn’t do on its own.

01
Cases close with the real answer
When a customer calls back, the service rep sees what the technician found and did, instead of putting them on hold to ask dispatch.
02
Equipment condition becomes pipeline
Aging or repeatedly failing equipment is a replacement conversation. Putting it on the account puts it in front of the rep who can have it.
03
Field reality in your reports
Service outcomes on the account mean Salesforce dashboards reflect what happened on site, not just what happened in the pipeline.
04
No duplicate data entry
Technicians document once. Sales and service see it in Salesforce. Nobody retypes anything.

Questions. Aiventic and Salesforce.

Which Salesforce clouds do you support?

Sales Cloud and Service Cloud. If you also run Salesforce Field Service, see that integration: it covers work orders, assets, and write-back to the job.

What exactly lands in Salesforce?

Service activity and outcomes from completed work: findings, work performed, equipment condition, and the generated summary. Our onboarding team maps the objects and fields with you before anything goes live.

Does this integration cost extra?

No. One flat $299/month covers setup, maintenance, and support for all of your integrations — there are no per-connector fees. See our pricing page for how that sits alongside per-technician seats.

Can we connect Salesforce and our FSM at the same time?

Yes, and most customers do. The flat integration rate covers all of your connectors, so Salesforce alongside ServiceTitan or another FSM costs the same as one.