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Product Overview

Construction teams rely on Salesforce to manage relationships and pipeline — and Vista to run projects and financials. But when those systems don’t talk to each other? Things fall through the cracks. The Hunley + Vista Integration connects your CRM and ERP in a way that actually works for how your business is built. When an opportunity closes in Salesforce, we automatically create the corresponding project in Vista. From there, we can sync project financials, staffing data, and key project details back into Salesforce, giving your sales, operations, and leadership teams real-time visibility without duplicate entry. No rigid templates. No cookie-cutter connectors. Just a tailored integration designed around your Salesforce and Vista environments. Because in construction, no two systems are configured the same, and your integration shouldn’t be either.

Features

  • From Opportunity to Active Project

    Automatically convert closed-won Salesforce opportunities into Vista projects so operations can start work immediately—no manual setup or missed handoffs.
  • Real-Time Project Financial Visibility

    Sync project financials from Vista back into Salesforce, giving sales and leadership a clear view of project performance without switching systems.
  • Full Lifecycle Project Insight

    Push project staffing and key project data into Salesforce to give teams a complete picture—from first conversation through project delivery.
  • Built for Your Systems, Not a Template

    A tailored integration designed around your specific Salesforce and Vista configurations—because construction systems are never one-size-fits-all.

Categories

CRM, Sales & Marketing

CRM, Sales & Marketing


Support

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Terms & Conditions

CRM, Sales & Marketing

Salesforce + Vista

Unify Sales, Financials, and Project Delivery

Developer: The Hunley Group

  • Works with Vista
  • Certified by Trimble
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© 2026 Trimble Inc.

Trimble is a global technology company that connects the physical and digital worlds, transforming the ways work gets done. With relentless innovation in precise positioning, modeling and data analytics, Trimble enables essential industries including construction, geospatial and transportation. Whether it's helping customers build and maintain infrastructure, design and construct buildings, optimize global supply chains or map the world, Trimble is at the forefront, driving productivity and progress.