Easily Connect
Salesforce’s Data with
Task Execution in Fluix

Pre-fill, complete, and sync your forms in one flow
to keep your field and office aligned

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Less Time on Admin, Faster Tasks,
Smarter Workflows – All in One Solution
with Fluix + Salesforce?

Automate Job Prep
for Smarter Field Work

Pre-filled forms and work orders save your team hours of manual entry by pulling customer and task data directly from Salesforce.
Your technicians only need to add the final details before submitting, without long manual input.

Assign, Notify, Sync –
All in One Flow

Create a task in Salesforce, and Fluix takes care of the rest – your team gets notified and receives a pre-filled form with all the details they need.
Once they complete the task, updates sync right back to Salesforce automatically. No more back-and-forth or missed updates.

Keep All Data Accurate
with One Source of Truth

Teams submit accurate, up-to-date information. It’s synced across both platforms. Your records are always reliable.
No more conflicting data or manual edits – just a clear, unified view of your operations that you can trust.

Quick Setup,
Customizable Workflows

Start in minutes with out-of-the-box Work Order connectors, or use APIs to customize workflows with help from Fluix team

Find Step-by-Step Guide

Fluix Integrates with Other Tools
Your Team Uses

Airtable

Zapier

Procore

Hubspot

Power BI

See All Our Integrations

Didn’t Find the Integration You Need?

Use our open API to seamlessly connect your various tools. Ask our
team more during your demo call

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FAQ: Fluix + Salesforce Integration

What type of data can be synced between Salesforce and Fluix?

How long does it take to set up the integration?

Do I need technical knowledge to configure the integration?

How secure is the data exchange between Salesforce and Fluix?

Does the integration support real-time updates?

Can I customize what data gets synced for specific tasks or workflows?

What kind of support is available during setup?

Learn More How Fluix
Can Benefit Your Business

See how our customers transform their processes

Read Success Stories

Choose the right package for your needs

See Our Pricing

Scale up as your teams and processes grow

Discover Fluix for Enterprise

Easily Connect Salesforce’s Data with Task Execution in Fluix

Less Time on Admin, Faster Tasks, Smarter Workflows – All in One Solution with Fluix + Salesforce?

Automate Job Prep for Smarter Field Work

Assign, Notify, Sync – All in One Flow

Keep All Data Accurate with One Source of Truth

Quick Setup, Customizable Workflows

Fluix Integrates with Other Tools Your Team Uses