Native Salesforce CRM Integration
ThreeBuild integrates seamlessly with Salesforce CRM and CPQ, providing enterprise-grade 3D configurators designed for complex B2B sales processes and advanced workflow automation.
B2B 3D Configurator
CPQ Ready • Workflow Automation • Lead Scoring
Configure
Visualize
Quote
Enterprise B2B Capabilities
Advanced features designed for Salesforce CRM and enterprise B2B sales processes
Salesforce CPQ Integration
Native integration with Salesforce CPQ for automated pricing and quoting workflows
Lead Scoring & Automation
Advanced lead scoring based on configurator engagement and automated follow-up workflows
CRM Data Sync
Real-time synchronization with Salesforce contacts, accounts, and opportunity data
Custom Object Integration
Full integration with custom Salesforce objects and fields for industry-specific needs
Mobile CRM Ready
Optimized for Salesforce mobile app with offline capability and field sales support
Advanced Analytics
Deep integration with Salesforce Analytics Cloud and custom reporting dashboards
How It Works
Enterprise implementation process with dedicated Salesforce expertise
Install AppExchange Package
Install ThreeBuild from Salesforce AppExchange with enterprise security review
Configure B2B Workflows
Set up advanced B2B workflows, CPQ integration, and sales process automation
Deploy & Optimize
Launch configurators and optimize with Salesforce analytics and AI insights
Enterprise Technical Features
Built for enterprise Salesforce deployments with advanced B2B requirements
Salesforce API Integration
Full REST and SOAP API integration with Salesforce platform and custom development
- REST & SOAP APIs
- Custom Apex integration
- Lightning components
Enterprise Security
Salesforce security model compliance with field-level security and sharing rules
- Field-level security
- Sharing rules
- AppExchange security
Performance & Scaling
Optimized for Salesforce governor limits with efficient data processing
- Governor limit optimization
- Bulk processing
- Async operations
Multi-Org Support
Support for multiple Salesforce orgs with centralized configuration management
- Multi-org deployment
- Centralized config
- Org-specific settings
Data Management
Advanced data handling with Salesforce backup and disaster recovery integration
- Salesforce backup
- Data loader support
- Migration tools
Real-Time Automation
Instant workflow automation with Salesforce Process Builder and Flow integration
- Process Builder
- Flow integration
- Real-time triggers
Perfect for These Industries
ThreeBuild's Salesforce integration excels in complex B2B sales environments
Staircase Building
Complex B2B staircase sales with multi-stakeholder approval processes and CPQ integration
Shed & Outdoor Buildings
Enterprise outdoor building sales with dealer networks and territory management
Door & Window Systems
Architectural sales with complex specifications and multi-location project management
Modular Buildings
Large-scale construction projects with enterprise account management and CPQ workflows
Kitchen & Cabinetry
Professional kitchen sales with contractor networks and project-based CRM workflows
Garage Doors
Commercial garage door sales with distributor management and territory-based pricing
Industrial Machinery
Complex machinery sales with long sales cycles and multi-stakeholder decision processes
Enterprise B2B Success Stories
See how enterprise B2B companies are transforming their Salesforce CRM with ThreeBuild
Enterprise BuildSystems
"The Salesforce integration has revolutionized our B2B sales process. Lead scoring and automated workflows have dramatically improved our conversion rates."
Industrial Solutions Corp
"CPQ integration with 3D configurators has streamlined our complex quoting process. Our sales team can now generate accurate quotes in minutes, not hours."
Commercial Kitchens Enterprise
"The combination of Salesforce automation and 3D configurators has transformed how we engage with prospects. Our pipeline quality has never been better."
Frequently Asked Questions
Common questions about ThreeBuild's Salesforce integration
Latest Salesforce Integration Insights
B2B success stories, CRM integration guides, and sales automation strategies with Salesforce
Salesforce CPQ Integration with 3D Product Configurators: Complete Guide
Step-by-step guide to integrating 3D configurators with Salesforce CPQ for automated pricing, quoting, and complex B2B sales workflows.
Salesforce Lead Scoring with 3D Configurator Engagement Data
Learn how to leverage 3D configurator engagement data for advanced lead scoring and sales automation in Salesforce CRM.