Integration

HowdyTrade for Salesforce

Enterprise CRM power meets post-job growth automation.

HowdyTrade for Salesforce connects your opportunity pipeline to branded reports, automated reviews, and dead lead reactivation — built for enterprise field service teams.

What You Get

How the integration works

Opportunity Triggers

When an Opportunity reaches 'Closed Won', HowdyTrade auto-generates and sends a branded report.

Field Service Sync

Work orders, crew assignments, and job details flow from Field Service into every report.

Lead Reactivation

Closed-lost Opportunities automatically trigger targeted drip campaigns.

Custom Objects

Maps to your custom job and project objects for seamless integration.

The Flow

From job complete to growth, automatically

1
Salesforce Opportunity closed
2
Webhook fires to HowdyTrade
3
Branded report sent to homeowner (SMS + email)
4
Review prompt + referral link included
5
Lost opportunities trigger drip campaigns automatically

Also works with

HowdyTrade integrates with all major contractor CRMs.

Connect Salesforce today

Start sending branded reports automatically from your Salesforce pipeline in under 5 minutes.

Request a Demo