Construction Platform Integrations
Close more Deals with this 2-way Integration, which allows you better management of your leads
About
Construction Platform Integrations is the bridge between your CRM workflows and your construction platform (such as SmartBuild), enabling seamless automation and data synchronization between the two systems. Once installed, you can securely connect your account and unlock powerful workflow automation tools tailored for construction operations
Key features
- Multi-source connectors
- Real-time sync
- Custom dashboards
- Automated reporting
- Data transformation
GHL agencies consolidating data from multiple platforms.
Construction Platform Integrations is the bridge between your CRM workflows and your construction platform (such as SmartBuild), enabling seamless automation and data synchronization between the two systems. Once installed, you can securely connect your account and unlock powerful workflow automation tools tailored for construction operations.
Important Note: Although this app is listed as free in the marketplace, it requires a paid subscription to use. You can manage your subscription directly inside the app’s own interface. To see pricing and subscription details, open the Construction Platform Integrations tab in your CRM’s left-side navigation.
The application uses secure payment gateway configurations (Deposyt/NMI) and never stores your credit card details.
Key Features
✔ Update Opportunities
Keep your data accurate and up to date by manually updating an opportunity using its ID directly from your automations.
✔ Create or Update SmartBuild Jobs
Streamline operations by creating new SmartBuild jobs or updating existing ones without leaving your CRM environment.
✔ Retrieve SmartBuild Jobs
Fetch SmartBuild job details inside your workflows, reducing manual lookups and keeping everything in sync.
By integrating Construction Platform Integrations into your automation workflows, you can increase efficiency, reduce repetitive tasks, and maintain real-time alignment between your CRM and your construction management system.
Setup
After installing the application, you’ll see a new Construction Platform Integrations tab in your CRM’s left-side navigation.
From there, you’ll be guided through the required configuration steps:
Connect your Construction Platform Integrations account.
Enter the credentials that will be used as your default connection for workflows.
(Optional) For specific automation actions, you can override these defaults by providing alternative credentials directly within the Construction Platform Integrations interface.
Once configured, your workflows can immediately start using the integration to sync opportunities and SmartBuild jobs automatically.