What It Does
If you already use Salesforce, Housecall Pro, or ServiceTitan, you don't have to choose between systems. SalesButler offers true two-way sync so leads captured on the front end appear in your CRM of record, and updates from your CRM flow back into SalesButler. Per-integration toggles let you choose exactly what syncs — Leads, Contacts, Jobs — and detailed sync logs make troubleshooting painless.
Step-by-Step Guide
Pick Your CRM
Choose from Salesforce, Housecall Pro, or ServiceTitan in the integrations panel.
Connect Your Account
Authenticate with your CRM credentials (OAuth or API key, depending on the provider).
Choose What Syncs
Toggle Leads, Contacts, and Jobs on or off independently per integration.
Test the Connection
Run the built-in connection test to confirm credentials and permissions are correct.
Watch It Sync
Records flow both directions automatically. Sync logs show every push and pull with timestamps.
Why You'll Love This Feature
Three Major CRMs
Salesforce, Housecall Pro, and ServiceTitan supported out of the box.
True Two-Way Sync
Updates flow both ways — your CRM and SalesButler stay in agreement.
Per-Object Toggles
Decide whether Leads, Contacts, and Jobs sync independently.
Detailed Sync Logs
Every sync attempt is logged with success/error so you can debug fast.
SSRF-Protected URLs
Outbound CRM endpoints are validated to block server-side request forgery attacks.
No Duplicates
Built-in dedup logic matches existing records so you never end up with two of the same lead.
Perfect For
Field-service shops migrating to SalesButler without losing their CRM history
Office staff who live in Salesforce but want SalesButler's lead capture
ServiceTitan users who need missed-call recovery on top
Multi-system shops keeping marketing and ops in sync
Compliance-driven orgs that require a system of record