Service Provider Pro + Salesforce Integration

Integrate Salesforce to Service Provider Pro in one click, or tell Integrately AI how you want each order handled. Create records, update contacts, and sync your agency data automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Service Provider Pro
    Order is created in Service Provider Pro Instant
  • Service Provider Pro
    Order status is changed in Service Provider Pro Instant
  • Service Provider Pro
    Tag is added to order in Service Provider Pro Instant
  • Service Provider Pro
    Invoice is paid in Service Provider Pro Instant
  • Service Provider Pro
    Invoice is refunded in Service Provider Pro Instant
  • Service Provider Pro
    Account is created in Service Provider Pro Instant
  • Service Provider Pro
    Form is submitted in Service Provider Pro Instant
  • Service Provider Pro
    Subscription is cancelled in Service Provider Pro Instant
  • Service Provider Pro
    Subscription is paid in Service Provider Pro Instant
  • Service Provider Pro
    Subscription is failed in Service Provider Pro Instant
  • Service Provider Pro
    Message is posted in Service Provider Pro Instant
  • Service Provider Pro
    Ticket is created in Service Provider Pro Instant
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
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2.
  • Salesforce
    Search record in Salesforce
  • Salesforce
    Update record in Salesforce
  • Salesforce
    Get records by ID in Salesforce
  • Salesforce
    Create record in Salesforce
  • Salesforce
    Search record using query in Salesforce
  • Salesforce
    Create lead in Salesforce
  • Salesforce
    Update lead in Salesforce
  • Salesforce
    Search lead in Salesforce
  • Salesforce
    Create contact in Salesforce
  • Salesforce
    Update contact in Salesforce
  • Salesforce
    Search contact in Salesforce
  • Salesforce
    Create opportunity in Salesforce
  • Salesforce
    Update opportunity in Salesforce
  • Salesforce
    Search opportunity in Salesforce
  • Salesforce
    Add contact to campaign in Salesforce
  • Salesforce
    Add lead to campaign in Salesforce
  • Salesforce
    Create account in Salesforce
  • Salesforce
    Search account in Salesforce
  • Salesforce
    Update account in Salesforce
  • Salesforce
    Create task in Salesforce
  • Salesforce
    Update task in Salesforce
  • Salesforce
    Search task in Salesforce
  • Salesforce
    Get tasks by contact Id in Salesforce
  • Salesforce
    Create case in Salesforce
  • Salesforce
    Update case in Salesforce
  • Salesforce
    Search case in Salesforce
  • Salesforce
    Get events by contact Id in Salesforce
  • Salesforce
    Search quote in Salesforce

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Ready Workflows Ready Workflows for Salesforce + Service Provider Pro Integration

Capture agency orders, create Salesforce records, update client accounts, and sync data, all in just one click.

Most popular automationsmost-popular-automations
Service Provider Pro + Salesforce Integration

Create Salesforce record for new Service Provider Pro order

With this Service Provider Pro - Salesforce integration, whenever a new Service Provider Pro order is placed, a new Salesforce record will be created for it. This simple automation will help you keep track of your orders and make sure that each one is processed properly.

You can even customize your Salesforce spreadsheet to include whatever information you need, such as customer contact information, order details, and shipping information. This automation will save you time and ensure that your business runs smoothly.
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Service Provider Pro + Salesforce Integration

Create Salesforce contact from new Service Provider Pro order

As an online store owner, you're likely using Service Provider Pro to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Service Provider Pro with Salesforce? This integration will allow you to automatically create a contact for each new order in Salesforce.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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  • 1of2
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Salesforce + Service Provider Pro flow

Sync agency orders to your CRM, alert your team on messaging apps, and keep invoices or sheets updated. Pick a combination and activate it in one click.

Service Provider Pro
Salesforce
+
StripeStripe (3)
+
SlackSlack (3)
+
HubSpotHubSpot (3)
+
CalendlyCalendly (2)
+
Google DriveGoogle Drive (3)
+
GmailGmail (3)
S
S
S
When an order is created in Service Provider Pro, create a Salesforce record and create a customer in Stripe.
New Service Provider Pro orders instantly create a Salesforce record and set up a Stripe customer, removing manual billing setup.
S
S
S
When an invoice is paid in Service Provider Pro, update the record in Salesforce and create a payment intent in Stripe.
Paid invoices automatically update your Salesforce records and log payment details in Stripe without duplicate data entry.
S
S
S
When a subscription is paid in Service Provider Pro, create an opportunity in Salesforce and create a subscription in Stripe.
Subscription payments instantly create a Salesforce opportunity and update your Stripe subscription records.

Supported triggers and actions for Service Provider Pro and Salesforce

Mix and match to build the exact automation you need

Service Provider Pro
Service Provider Pro Triggers & Actions
Instant
Order is created in Service Provider Pro
Triggers the automation when a new order is created
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Instant
Order status is changed in Service Provider Pro
Triggers the automation when the order status changes
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Instant
Tag is added to order in Service Provider Pro
Triggers the automation when a tag is added
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Instant
Invoice is paid in Service Provider Pro
Triggers the automation when an invoice is marked as paid
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Instant
Invoice is refunded in Service Provider Pro
Triggers the automation when an invoice is refunded
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Instant
Account is created in Service Provider Pro
Triggers the automation when a new account is created
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Instant
Form is submitted in Service Provider Pro
Triggers the automation when a form is filled
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Instant
Subscription is cancelled in Service Provider Pro
Triggers the automation when a subscription is cancelled
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Instant
Subscription is paid in Service Provider Pro
Triggers the automation when a subscription fee is successfully paid
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Instant
Subscription is failed in Service Provider Pro
Triggers the automation when a subscription payment has failed
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Instant
Message is posted in Service Provider Pro
Triggers the automation when a message is posted
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Instant
Ticket is created in Service Provider Pro
Triggers the automation when a new ticket is created
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No action is available
Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
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Record is created in Salesforce
Triggers the automation when a new record is created
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Record is updated in Salesforce
Triggers the automation when any record is updated
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Lead is created in Salesforce
Triggers the automation when a new lead is created
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Lead is updated in Salesforce
Triggers the automation when the lead information is updated
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Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
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Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
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Task is created in Salesforce
Triggers the automation when a new task is created
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Task is updated in Salesforce
Triggers the automation when any task is updated
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Contact is updated in Salesforce
Triggers the automation when a contact is updated
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Contact is created in Salesforce
Triggers the automation when a new contact is created
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Account is created in Salesforce
Triggers the automation when a new account is created
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Account is updated in Salesforce
Triggers the automation when an account is updated
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Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
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Case is created in Salesforce
Triggers the automation when a new case is created
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Case is updated in Salesforce
Triggers the automation when any case is updated
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Quote is created in Salesforce
Triggers the automation when a new quote is created
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Quote is updated in Salesforce
Triggers the automation when any quote is updated
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Search record in Salesforce
Searches for a record within a given database
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Update record in Salesforce
Updates a record with new information
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Get records by ID in Salesforce
Retrieves a record based on its id
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Create record in Salesforce
Generates a new record
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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Create lead in Salesforce
Generates new leads for potential customers
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Update lead in Salesforce
Updates the lead information
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Search lead in Salesforce
Retrieves information for a particular lead
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Create contact in Salesforce
Adds a new contact to the database
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Update contact in Salesforce
Updates contact information with new details
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Search contact in Salesforce
Finds and retrieves contact information
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Create opportunity in Salesforce
Creates a new instance of the support system
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Update opportunity in Salesforce
Updates the opportunity details as needed
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Search opportunity in Salesforce
Searches for a opportunity
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Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
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Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
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Create account in Salesforce
Generates a new account
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Search account in Salesforce
Searches for account information
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Update account in Salesforce
Updates account information
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Create task in Salesforce
Creates a new task
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Update task in Salesforce
Updates the task with new information or changes
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Search task in Salesforce
Searches for a task
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Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
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Create case in Salesforce
Generates a new case entry
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Update case in Salesforce
Updates case details based on new information received
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Search case in Salesforce
Searches for a case record
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Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
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Search quote in Salesforce
Searches for a quote
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What can you automate with Salesforce + Service Provider Pro?

Streamline your agency operations by connecting client orders, billing events, and CRM records automatically.

What you can automate?
🔄
Sync client orders into CRM records
Automatically create a corresponding Salesforce record the moment a client places an order in Service Provider Pro. Eliminate manual copy-pasting between your portal and CRM.
📋
Capture every submitted form field
Map all submitted client intake details into your Salesforce leads and contacts instead of just names and emails. Keep complete briefing notes accessible for your team.
🔔
Alert team members on new orders
Send instant notifications to your sales or account channels whenever a new order is placed or a support ticket is created in your agency portal.
🔀
Route records based on order tier
Apply conditional logic to create enterprise leads or assign specific team members in Salesforce depending on the service tier selected by your client.
✏️
Keep records updated as status changes
Automatically update Salesforce records whenever an agency order status changes, ensuring your sales pipeline reflects real-time progress.
🔍
Prevent duplicates with smart search
Search existing Salesforce accounts before creating new entries, ensuring your database remains clean and free of duplicate client profiles.
💰
Handle invoice and payment events
Trigger Salesforce updates and financial logging whenever client invoices are paid or subscriptions renew successfully in Service Provider Pro.
Extend workflows to Slack or Stripe
Connect your core integration with Slack or Stripe to notify team members, generate invoices, and keep your entire tech stack perfectly aligned.
And much more...

Who is Salesforce + Service Provider Pro integration for?

Agency owners, account managers, and sales teams who need seamless data synchronisation between client management and enterprise CRM platforms without manual copy-pasting.

Operations Directors
Operations Directors
Sales Managers
Sales Managers
Agency Account Managers
Agency Account Managers
Billing Administrators
Billing Administrators
Project Coordinators
Project Coordinators
Customer Success Leads
Customer Success Leads
📈
Operations Directors
You're reviewing operational metrics across your agency but your CRM records only update when someone manually exports client orders, so the revenue counts you're reporting on are always hours behind — this integration means every new order populates Salesforce instantly and your data stays current.
Sales Managers
You need to assign inbound leads immediately, but waiting for manual handoffs means prospective clients sit unassigned in your portal for too long — this integration means every form submission generates a Salesforce lead instantly and your team can follow up right away.
🤝
Agency Account Managers
You report on client progress to stakeholders every week, but scattered data between your billing portal and CRM makes assembling status reports frustrating and slow — with this integration, every order and payment update syncs automatically so your client records are always complete.
💳
Billing Administrators
The volume of client invoices and subscription payments is too high for anyone to log in your CRM by hand, leading to missing financial histories — automating both apps means every paid invoice updates your Salesforce records without manual data entry.
📋
Project Coordinators
You own client onboarding after a purchase, but you depend on manual notifications from sales reps to know when an order clears — connecting these apps means every new order creates a Salesforce record and triggers onboarding workflows the moment payment clears.
🛡️
Customer Success Leads
You need a reliable customer history to handle support inquiries, but gaps between ticket systems and your CRM obscure past interactions — this integration means every support ticket generates a Salesforce case and gives your team full context immediately.
Our team

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Why choose Integrately to automate Service Provider Pro + Salesforce

Build and manage your Service Provider Pro + Salesforce automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Service Provider Pro + Salesforce with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

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Automation is ready
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Frequently Asked Questions

How do I connect Salesforce to Service Provider Pro?
Frequently Asked Questions
You can connect Salesforce to Service Provider Pro instantly using Integrately. With 1-click setup and Integrately AI, you can link your agency orders to Salesforce, Stripe, Slack, and other tools without writing code.
Can I automatically sync new Service Provider Pro orders into Salesforce records?
Frequently Asked Questions
Can I connect Salesforce, Service Provider Pro, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Salesforce and Service Provider Pro?
Frequently Asked Questions
How does Salesforce handle data updates from Service Provider Pro?
Frequently Asked Questions
Can I track paid invoices from Service Provider Pro in Salesforce?
Frequently Asked Questions
Is coding required to automate Salesforce and Service Provider Pro?
Frequently Asked Questions
Is the Salesforce and Service Provider Pro integration free?
Frequently Asked Questions
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You Can Also Connect Salesforce or Service Provider Pro With 1500+ Other Apps

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Service Provider Pro
Popular Service Provider Pro Integrations
Sync Service Provider Pro with accounting, billing, and communication tools to keep agency operations running smoothly.