Salesforce
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CRM Integration

Turn Salesforce Cases Into Dispatched Field Jobs

Connect Salesforce to Hellotracks via OAuth. Cases become Hellotracks field jobs, with an inbound webhook for case-level changes and a reconcile sync that catches anything in between.

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📂
Case opened in SalesforceField job created in Hellotracks
🔄
Case updatedLinked job updated automatically
🛠
Custom case fields mappedReconcile sync keeps them aligned

Salesforce Cases, dispatched as field jobs.

Salesforce stays the system of record for the case. Hellotracks turns each connected case into a tracked field job, listens for inbound updates by Case ID, and reconciles on a regular schedule to keep mapped fields in sync — without middleware in between.

Case → Job Sync

Salesforce Cases in a connected scope become Hellotracks field jobs. Changes on the Case keep the linked job aligned.

Webhook + Reconcile

An inbound webhook keyed by Case ID delivers changes as they happen. A scheduled reconcile fetches the latest Case state to catch anything missed.

Case Field Mapping

Map standard and custom Case fields to Hellotracks job fields. Mappings flow through the same webhook + reconcile path.

OAuth via Connected App

Authorize Hellotracks through a Salesforce Connected App — no service accounts, no middleware, no API keys to manage.

For service teams running on Salesforce Cases.

SalesforceSalesforce
Case 00001284
New service request from Acme Corp
  • AccountAcme Corp
  • StatusNew
  • SubjectAC repair
Webhook·By Case ID
Hellotracks
Job J-491
Created & dispatched
  • AccountAcme Corp
  • TypeService · AC
  • AssignedMark T.

Cases become dispatched field jobs

When a Case is created in a connected Salesforce scope, Hellotracks creates the matching field job and routes it to your team. Salesforce remains the source of truth for the Case; Hellotracks owns the field execution.

SalesforceSalesforce
Case 00001284 · Updated
Status & priority changed
  • StatusWorking
  • PriorityHigh
  • OwnerM. Frese
Webhook + Reconcile·Inbound + scheduled
Hellotracks
Job J-491 · Synced
Webhook delivered, reconcile confirms
  • StatusIn progress
  • PriorityHigh
  • NotifiedMark T.

Case updates flow through automatically

When a Case changes in Salesforce, Hellotracks receives the inbound webhook keyed by Case ID and updates the linked job. A scheduled reconcile fetches the latest Case state so the job stays aligned even if a webhook is missed.

SalesforceSalesforce
Custom Case fields
Standard + __c fields mapped
  • Work_Order__cWO-2891
  • SLA_Tier__cGold · 4h
  • Service_Zone__cNorth-3
Reconcile·Scheduled sync
Hellotracks
Job fields reconciled
Mapped values land on the linked job
  • workOrderIdWO-2891
  • slaTierGold · 4h
  • serviceZoneNorth-3

Custom Case fields, mapped your way

Map the standard and custom Case fields your team relies on to Hellotracks job fields. The same webhook + reconcile pipeline keeps mapped values in sync — no manual data entry, no scripts to maintain.

Connect Salesforce in three steps.

1
Authorize the Connected App

Connect Hellotracks to your Salesforce org via OAuth. Works with the editions that allow Connected Apps.

2
Pick a Case scope and map fields

Choose which Salesforce Cases feed Hellotracks, then map standard and custom Case fields to Hellotracks job fields.

3
Cases flow to the field

New Cases become Hellotracks field jobs. Inbound webhooks deliver changes as they happen; a scheduled reconcile keeps mapped fields aligned.

“Hellotracks has been very easy to implement and it’s helped us to better manage our field staff, improve asset recovery and improve overall field operations through real-time visibility.”

Neil B., Operations
Lyft, Inc.

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