CRM & Sales
Bidirectional buyer, plot and defect sync with your CRM
Connect your Salesforce org to Guided Home via OAuth, and synchronise buyer records, plot status, journey stages, and defect cases between both platforms. Guided Home pushes activity notifications as Salesforce Tasks, keeping your CRM aligned with on-site delivery and customer care without manual updating.
Key capabilities
OAuth 2.0 PKCE connection
Secure per-tenant OAuth connection to your Salesforce org via PKCE flow.
Buyer record sync
Push and pull buyer contact and account records between Guided Home and Salesforce.
Plot status and journey stage sync
Keep plot status and buyer journey stages aligned across both platforms.
Defect case creation
Guided defects create corresponding case records in Salesforce automatically.
Notification tasks on buyer records
Platform notifications create Salesforce Task records on the relevant buyer.
Configurable field mapping
Per-tenant field and object mapping for custom Salesforce schemas.
Use cases
Developer sales teams managing buyer pipelines in Salesforce alongside delivery in Guided Home
Aligning CRM opportunity status with Guided Home buyer journey stages
Customer care teams who need defect and aftercare visibility in Salesforce
How it works
Guided Home doesn't replace Salesforce. It connects to it. Your team keeps working in the tools they know. Guided Home adds the governance layer: capturing evidence, tracking responsibility, and surfacing the right information to buyers, homeowners, and site teams at the right moment.
The Salesforce integration is live in production today. It connects in minutes using your existing credentials, with no changes to how your Salesforce environment is configured.
Talk to us about Salesforce
