Explore How Jetbuilt Integrates with Leading CRM Platforms

By AVNetwork Staff ( AV Network )

Jetbuilt and MindCloud collaborate to eradicate data silos for integrators, consultants, and end users.

(Image credit: Jetbuilt)

Jetbuilt has taken a significant step towards enhancing workflow efficiency by unveiling a series of third-party software integrations. These integrations, meticulously developed in partnership with industry experts from MindCloud, facilitate effortless data synchronization between Jetbuilt and well-known CRM and ERP platforms.

Paul Dexter, CEO at Jetbuilt, emphasized the limitless potential of these integrations, stating, "If you can dream it up, you can do it." Recognizing the potential apprehension associated with transitioning to new systems, Dexter highlighted the company's commitment to simplifying the integration process for existing business systems and the Jetbuilt platform.

MindCloud, specialized in crafting API integrations, collaborates closely with Jetbuilt to expand integration capabilities. This partnership empowers Jetbuilt users to seamlessly link their distinct CRM or ERP systems, enabling them to function cohesively in tandem.

According to Jamie Royce, CEO at MindCloud, "The average modern business has eight separate software systems." He further explains that many Jetbuilt clients employ distinct ERP or CRM systems to manage their operations. Leveraging Jetbuilt's advanced API capabilities, the collaboration between MindCloud and Jetbuilt bridges these separate systems, enabling them to work in harmony. This synchronization is particularly evident when a project is initiated in Jetbuilt, with project items seamlessly synced to separate CRMs like ZOHO, Method:CRM, or Salesforce. As a result, sales teams gain visibility into ongoing opportunities without the need to log into Jetbuilt.

Jetbuilt's integrations deliver operational efficiency across businesses of various sizes. The platform smoothly integrates with prominent business solutions such as Microsoft 365, QuickBooks, Sage, ProCore, NetSuite, HubSpot, and Salesforce, among others. Alongside partnerships like the one with MindCloud, Jetbuilt offers all users a sandbox development environment. This environment is especially beneficial for businesses interested in creating and testing their integrations, whether in collaboration with external API developers or through an in-house team.

Tech Arts, a comprehensive integrator based in California, has been utilizing Jetbuilt for over eight years. During their transition to the ZOHO CRM system, Jetbuilt's integration capabilities played a pivotal role. Chuck Mitchell, CEO at Tech Arts, recalls the journey, stating, "It took a long time for us to move completely over to ZOHO and we needed to duplicate data across both platforms." With Jetbuilt and MindCloud's assistance, they identified opportunities for time-saving and efficiency improvements through integrations.

An impactful integration was devised: when a deal is finalized in Jetbuilt, it triggers a post-sales journey in ZOHO. This automation not only saved time but also enhanced data accuracy by minimizing human error in data transfer. Tech Arts leverages this integration to effortlessly generate invoices and orders in ZOHO while tapping into Jetbuilt's comprehensive item library and quote-building tools. This synergy results in well-designed proposals and refined project management processes.

Utilizing Jetbuilt's integration capabilities, APAV Solutions in Orlando has successfully linked their QuickBooks and Method:CRM workflows to the platform through the support of MindCloud's services. Craig Beyrooti, CEO of APAV, attests to the effectiveness of this collaboration, stating, "The team at MindCloud are excellent to work with and are very good at interpreting our requests and getting them implemented expeditiously."

Reflecting on the significance of integrations, Royce noted, "Integrations play a pivotal role in empowering clients to optimize their business operations." By bridging the gaps between various systems, users can enhance productivity and foster growth within their operations.

Source: AV Network - Jetbuilt Integrates with Leading CRM Platforms—Here's How