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Anyone using FieldPulse alongside another system? How do you manage the overlap?

Devon Marsh

We're in that awkward middle ground where FieldPulse handles most of our field operations, but we still have a legacy CRM that sales refuses to give up (and honestly, it's got 10 years of customer history that would be painful to migrate). Right now we're doing a lot of manual CSV exports and it's... not great.

Curious how others are handling this. Are you:

  • Running dual systems with some kind of sync?
  • Using FieldPulse as the source of truth for some data and the other system for others?
  • Just living with the redundancy?

YMMV obviously, but I'd love to hear what's actually working in practice vs. what sounds good in theory. Any gotchas worth sharing?

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  • We run FieldPulse + Salesforce. Bidirectional sync via API, custom middleware in Node. Key is establishing source of truth per entity:

    customers -> Salesforce (master)
work_orders -> FieldPulse (master)
invoices -> QuickBooks (master)

    Webhook from FieldPulse on job completion triggers Opportunity update in SF. Latency ~2-3s. Worth noting: conflict resolution is your problem, not the API's.

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  • We run FieldPulse + Salesforce. Bidirectional sync via API, custom middleware in Node. Key is establishing source of truth per entity:

    customers -> Salesforce (master)
work_orders -> FieldPulse (master)
invoices -> QuickBooks (master)

    Webhook from FieldPulse on job completion triggers Opportunity update in SF. Latency ~2-3s. Worth noting: conflict resolution is your problem, not the API's.

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