Plentific’s integration with Salesforce enables housing associations to deliver faster, more transparent property services by connecting key CRM workflows with operational delivery. Repairs, inspections, and planned works logged in Salesforce can be automatically routed to Plentific, where they are scheduled, assigned to approved contractors, and progressed in real time. Additionally, any work orders created directly in Plentific will be created as Cases within Salesforce for visibility.
As jobs are completed, updates—including status, certification, and cost information—are pushed back to Salesforce, maintaining a single source of truth for tenant interaction and case history. This two-way sync ensures consistency across customer service, compliance, and property management teams.
The integration also supports streamlined communications, allowing contact centre agents and housing officers to view real-time job updates, reducing follow-ups and enhancing resident satisfaction. Compliance tasks and outcomes, including safety checks and inspection results, are recorded centrally and surfaced across both platforms.
By bridging operational delivery with CRM, Plentific and Salesforce help housing providers deliver more responsive, joined-up services—reducing administrative overheads, ensuring regulatory compliance, and improving the overall resident experience.
United Kingdom
Salesforce
Plentific integrates with Salesforce to streamline repairs, inspections and compliance processes by automating work order management and syncing tenant communications—enhancing efficiency and service delivery for housing associations and public sector landlords.
