For field service businesses using Salesforce as their CRM, the workflow between a Salesforce Case and a dispatched field job has always required manual steps. A case is created, someone creates the job in the field platform, the job is completed, and someone updates Salesforce with the field activity data. Repeat for every job, every day.

The Hellotracks Salesforce integration makes this workflow automatic in both directions. Start a free trial and configure the integration with your own Salesforce account. This guide covers how the integration works and the exact steps to configure it.

What the Salesforce Integration Does

Inbound (Salesforce to Hellotracks): When a Salesforce Case transitions to a configured stage, Hellotracks automatically creates the corresponding field job. The Case data, including the account's service address, case subject, and description notes, populates the Hellotracks job fields directly. The job appears in the dispatch queue immediately.

Outbound (Hellotracks to Salesforce): When the Hellotracks job is completed, a webhook sends the completion data back to Salesforce. On-site time, job status, and completion timestamp update the original Case record automatically. The Salesforce account timeline reflects the field activity within minutes of job completion.

For context on how the Salesforce integration compares to the HubSpot and Monday.com connections, see our roundup of field service software with native CRM integrations in 2026.

What You Need Before Starting

An active Hellotracks account with API access enabled. An active Salesforce account with Case management configured. Administrator access on both platforms. The service address configured on Salesforce Account records, as this will be used to populate the Hellotracks job location field.

Step-by-Step Setup

Step 1: Enable API in Hellotracks
Navigate to Settings, then API and Integrations in Hellotracks. Enable the API if it is not already active. Create a new API key for the Salesforce integration. Full documentation is available in the Hellotracks help center.

Step 2: Access the Salesforce Integration Panel
In Hellotracks Settings, find the Salesforce integration panel. Click Connect and authenticate with your Salesforce administrator credentials. Grant the required permissions for Case and Account access.

Step 3: Map Your Fields
Configure the field mapping between Salesforce and Hellotracks. Map the Account billing or shipping address to the Hellotracks job location field. Map the Case subject to the job title. Map the Case description to the job notes. The Salesforce Case ID is automatically stored as a reference field in Hellotracks to enable precise cross-referencing.

Step 4: Configure the Case Stage Trigger
Select the Salesforce Case status or stage that triggers job creation in Hellotracks. This is typically a stage that indicates field action is required, such as "Field Service Scheduled" or "Dispatched." When a Case reaches this stage, Hellotracks creates the corresponding job automatically.

Step 5: Set Up the Completion Webhook
In Hellotracks under API and Integrations, configure the job completed webhook to point to your Salesforce Connected App endpoint. This sends completion data back to Salesforce when Hellotracks jobs are marked complete.

Step 6: Test the Integration
Create a test Case in Salesforce and advance it to the configured trigger stage. Confirm that a job appears in the Hellotracks dispatch queue with the correct location and title. Complete the test job in Hellotracks and verify that the Salesforce Case record updates with the completion timestamp and on-site time.

Using Zapier or Make for Salesforce Integration

For teams without Salesforce development resources, For Salesforce organizations requiring more complex field mapping or custom object support beyond the standard Case integration, the [Hellotracks API](https://api-docs.hellotracks.com?utmsource=blog&utmmedium=organic&utmcampaign=salesforceintegration_setup" target="_blank" rel="noopener noreferrer">Zapier provides full programmatic access.

How This Fits With Other Integrations

The Salesforce integration runs alongside the HubSpot integration and the Monday.com connector. All three can be active simultaneously for organizations that use multiple platforms. For the complete picture of all integration options including no-code automation, alert webhooks, and Slack routing, see all available integrations in Hellotracks.

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FAQs

Does the Hellotracks Salesforce integration require a Salesforce developer?

For most standard Case-to-job workflows, no developer is required. The integration is configured through the Hellotracks settings interface and the standard Salesforce Connected App framework. For organizations requiring custom Salesforce object integration beyond standard Cases, Salesforce development resources may be needed for the Salesforce side of the configuration.

Which Salesforce objects does the Hellotracks integration support?

The primary integration maps Salesforce Cases to Hellotracks jobs. Account address data is used to populate job location fields. For organizations that manage field service requests through custom Salesforce objects rather than standard Cases, the Hellotracks REST API and Zapier connector can be used to build custom mappings.

How quickly does completion data return to Salesforce after a job is finished?

When a job is marked complete in Hellotracks, the webhook fires immediately and the completion data reaches Salesforce within seconds. The Salesforce Case record typically reflects the completion within one to two minutes of the Hellotracks job being completed, depending on webhook processing time.

Can the Hellotracks Salesforce integration run alongside the HubSpot integration?

Yes. Hellotracks supports simultaneous native integrations with Salesforce, HubSpot, and Monday.com. All three can be active at the same time with separate field mappings and trigger configurations for each.

What completion data is sent back to Salesforce when a Hellotracks job is finished?

The completion webhook sends job status, on-site time (calculated from geofencing-based check-in and check-out), completion timestamp, and a reference to the original Salesforce Case ID. Additional field data, such as form responses submitted by the field worker, can be included in the webhook payload via the Hellotracks API configuration.