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Article Integrations Overview

Integrations Overview

Hey there — Eli here. If you're trying to figure out how FieldPulse fits into your existing stack, this is the page to bookmark. We've got a lot of integration options, and honestly the hardest part is usually just deciding which ones to turn on first.

What Integrations Are Available

Here's the current landscape. I'll keep this updated as we add more, but here's what's live as of March 2026:

Accounting & Finance

  • QuickBooks Online — Two-way sync for customers, invoices, and payments. This is probably our most popular integration. See Connecting FieldPulse to QuickBooks for the full setup.
  • QuickBooks Desktop — Available via our connector app. A bit more finicky than QBO but totally workable.
  • Xero — Customer and invoice sync, still beta but stable enough for production if you don't mind hitting us up when edge cases pop up.

CRM & Sales

  • Salesforce — Work orders map to Opportunities, customers sync both ways. There's some nuance to the field mapping that trips people up; check Connecting FieldPulse to Salesforce for the gotchas.
  • HubSpot — Contact sync and activity logging. Good if your sales team lives in HubSpot and your ops team lives here.

Communication & Notifications

  • Twilio — Powers our SMS notifications, but you can also bring your own Twilio account if you want custom sender IDs or need to hit specific compliance requirements.
  • SendGrid — Similar deal for email. Most folks just use our built-in email, but if you're sending high volumes or need custom templates, BYO SendGrid.

Automation & Custom Workflows

  • Zapier — The Swiss Army knife. We have a native Zapier app that exposes most of the major triggers and actions. See Zapier Integration Guide for my favorite starter Zaps.
  • Make (formerly Integromat) — No official app yet, but the HTTP module works great with our API. Some folks prefer this for more complex branching logic.
  • Webhooks — Roll your own. If you need real-time pushes, Setting Up Webhooks covers signature verification and retry logic.

Mapping & Routing

  • Google Maps — Embedded throughout, but you can also connect your Google Cloud account if you need higher geocoding limits.
  • Mapbox — Alternative for the privacy-conscious or if you just prefer their tile styling.

Identity & Access

  • SSO/SAML — Okta, Azure AD, Google Workspace, and anything else that speaks SAML 2.0. See Single Sign-On (SSO) Configuration.

Choosing What to Connect First

In my experience, the order matters. Here's what I'd recommend based on the pain points I see most often:

If your biggest pain is...Start with...
Double data entry between field ops and accountingQuickBooks or Xero
Sales handoff frictionSalesforce or HubSpot
Manual status updates to customersSMS/Email notifications (built-in, no integration needed)
Custom workflows that don't fit our UIWebhooks or Zapier
Login/password chaosSSO

Yeah, I know "it depends" is annoying, but it really does. I've seen teams burn a week on Salesforce mapping when their actual bottleneck was invoice reconciliation. Not saying don't do Salesforce — just maybe validate the pain first.

The API: When Nothing Else Fits

Everything above is built on our FieldPulse API. If you need something we haven't packaged up yet, the API's your friend. Fair warning: it's powerful but not always intuitive. The work order endpoints in particular have some legacy cruft that we're slowly cleaning up.

Common API use cases I see:

  • Syncing to an ERP we don't support natively (SAP, NetSuite, etc.)
  • Building a custom technician-facing interface
  • Data warehouse / BI pipelines
  • Weird edge case automations that would be fragile in Zapier

Integration Health & Monitoring

Heads up: we don't currently have a central dashboard showing sync status across all integrations. It's on the roadmap (no ETA I can share), but for now:

  • QuickBooks sync errors show up in Settings > Integrations > QuickBooks > Sync Log
  • Salesforce errors surface in the same place plus email alerts to the integration owner
  • Webhook delivery status is in Settings > Developer > Webhooks — look for the retry count
  • API errors are on you to catch — we return 4xx/5xx with decent error bodies, but you gotta log them

What's Missing / Coming Soon

Stuff I get asked about that we don't have yet:

  • Native NetSuite integration (use API + middleware for now)
  • Slack notifications (webhook it yourself or Zapier)
  • Microsoft Teams (same)
  • Stripe/Braintree for payments (QuickBooks Payments covers most folks, but standalone processors are on the list)

If you're wondering about something specific, drop a note in dev-034 — I try to keep tabs on what people are trying to connect.

See Also

  • Connecting FieldPulse to QuickBooks
  • Connecting FieldPulse to Salesforce
  • Using the FieldPulse API
  • Setting Up Webhooks
  • Zapier Integration Guide
  • Single Sign-On (SSO) Configuration