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Connect BuildVision to your CRM and push a project’s opportunity, along with the accounts and contacts it needs, straight into your system of record. No retyping.
Setting up a CRM connection is an organization admin task. You’ll find it in CRM Hub. If you don’t see CRM Hub in your navigation, contact support@buildvision.io.

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Choose how BuildVision connects

There are two ways to connect, and the choice is not just a technical detail. It changes who your CRM records as the author of every record BuildVision creates, and how long the connection lasts. We recommend Company-wide. It’s the default when you set up a connection. Because BuildVision authenticates as itself rather than as an employee, the connection survives people leaving or changing their password, and “was this entered by BuildVision or by a rep?” stays answerable in your CRM. Pick “Connect my own account” when you want to see the integration work today and your administrator isn’t available yet. You can switch later.
The two aren’t mutually exclusive across a company. The connection method is stored per organization, so a rep pushing their own work and BuildVision writing company-wide are different setups, not competing ones.

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What BuildVision writes

Pushing a project creates an opportunity, and the account and contact records it needs to attach to. Every push is an explicit action that someone takes. BuildVision does not sync your pipeline on a schedule.

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Set up your CRM

Microsoft Dynamics 365

Available now. Connect with either method.

Salesforce

On the way.

Acumatica

On the way.
Using a CRM that isn’t listed? Tell us at support@buildvision.io.