Connecting your CRM

Already running your jobs in a CRM? Connect it to Saw Your Sign and your completed work flows onto your map automatically, and new leads from your map can flow back to your CRM. Integrations are in beta and available on the Growth and Network plans.

Which CRMs you can connect

Go to Settings → Integrations to see the available connectors:

• AccuLynx: connected with an API key from your AccuLynx account.
• Jobber: connected by signing in to Jobber (OAuth); you approve the connection in Jobber and get sent back.
• Salesforce / ImproveIt360: connected by signing in to Salesforce (OAuth). If you run ImproveIt360, choose the i360 profile so the right objects are used.

Integrations are a Growth/Network feature. On the Showcase plan you'll see the Integrations page with an upgrade prompt instead of a Connect button.

Connecting an account

1. Open Settings → Integrations.
2. Find your CRM and click Connect.
   • AccuLynx: paste the API key from your AccuLynx account (Account Settings → Add-On Features and Integrations → API Keys). Each AccuLynx location has its own key, so connect each location you want on the map.
   • Jobber / Salesforce: you'll be sent to the provider to sign in and approve access, then returned to Saw Your Sign.
3. Once connected, the integration shows as active with its last sync time. You can Reconnect or Disconnect at any time.

Your credentials are encrypted before they're stored, and they're never shown back to your browser.

What syncs onto your map (inbound)

After you connect, your CRM's jobs/projects are pulled in and become records (the pins on your map). Saw Your Sign keeps them updated:

• New and changed jobs are picked up automatically (via your CRM's webhooks where supported, plus a regular background sync as a safety net).
• A job's address is turned into a map pin (geocoded if your CRM doesn't already provide coordinates), and its status maps onto the record.
• Each synced job is matched to its CRM record, so updates land on the same pin instead of creating duplicates.

You can still edit synced records, add photos, and control privacy just like any other record.

Pushing leads back to your CRM (outbound)

When someone contacts you through your map, Saw Your Sign can create a matching contact/lead in your CRM so your team works it where they already live. Outbound push is off by default; turn it on per connection when you want it, or send a specific lead on demand. Pushes are queued and retried automatically, and a lead is never created twice in your CRM.

Beta notes

• Integrations are actively being rolled out. If a connector isn't enabled for your workspace yet, it'll appear as "coming soon."
• For AccuLynx, you'll be given a webhook URL to paste into AccuLynx so changes sync in real time; the background sync still runs even if you skip that step.
• If a connection shows an error status, use Reconnect; most issues are an expired or revoked credential.

Need a connector we don't list yet? You can also build your own sync with our REST API and webhooks; reach out and we'll point you in the right direction.