Staying ahead of project planning with the Bridgit Bench and Salesforce integration

Staying ahead of project planning with the Bridgit Bench and Salesforce integration

TL:DR – The Bridgit Bench and Salesforce integration allows contractors to pull project information from their CRM into their resource planning the moment a project is won. Contractors can then immediately understand the impact it will have on their team’s capacity and can start planning resources accordingly.


As more construction software is being developed, contractors will undoubtedly be faced with the challenge of narrowing down multiple options. While ease of use and mobile capabilities will top most contractors’ list of must haves, it’s important to consider the compatibility of any new software with your existing technology stack.

Construction projects have a lot of moving parts. Software can often be disconnected or lack integration tools. In this case, it’s likely that contractors will have different versions of important documents living in different systems. This also increases the likelihood of having different data from one system to the next. This can lead to critical errors and projects being put at risk.

On the other hand, well-integrated systems allow for a seamless flow of clean data between your software and help make data-driven decisions. Bridgit Bench, the leading workforce intelligence solution for contractors, has taken integrated workflows in stride and have built a number of integrations with some of the leading systems being used in construction. For more information about workforce intelligence, check out this guide.

Salesforce is one of the leading CRM tools being used in the construction industry today. It allows contractors to centralize their customer relationship data, including all projects, bids, clients, subcontractors, and suppliers. Bridgit Bench has built an integration with Salesforce to automate the transfer of data based on the current stage of a project bid.  

The benefits of integrating your resource planning with Salesforce

Projects are often won or lost in the planning stage. By integrating Bridgit Bench with Salesforce CRM, contractors are able to automate the flow of data at key times in the project lifecycle. This helps to keep the planning process proactive. When projects that have been won are pulled into your workforce management system in real time, it allows you to better understand the impact projects will have on your workforce strategy.

Some other key benefits of integrating Bridgit Bench with Salesforce include:

1. Improved workflows

Salesforce integrations help to improve business processes and project management workflows by eliminating gaps between workforce management, forecasting project demand, safety planning, and more.

2. Faster and more efficient

With essential data always readily available, your firm can respond to RFIs and other stakeholder requests faster and more efficiently.

3. Eliminate double-entry errors

Integrating Bridgit Bench with Salesforce CRM helps to eliminate double-entry errors by maintaining a single source of truth. This helps improve communication and operational efficiency.

4. Improved forecasting

The ability to pull project information into Bridgit Bench the moment a project is won allows for more accurate resource forecasting. This means more informed recruitment decisions, a fully optimized resource strategy into the coming months and years, and better understanding the impact a new project will have on your project demands.

A look at the Bridgit Bench and Salesforce integration

The Bridgit Bench and Salesforce integration allows contractors to pull project information from Salesforce directly into their workforce intelligence solution. The key to this integration, though,  is the ability to attach specific conditions that will dictate when that information is pulled.

Salesforce allows contractors to track current and historical projects, as well as all project bids and pursuits. Our integration with Salesforce allows you to create conditions based on those specific contract-related fields. 

Bridgit Bench customers can create custom integrations with Salesforce CRM and pull project information only once an opportunity has been won. Contractors can then immediately understand the impact it will have on their team’s capacity and can start planning resources accordingly.

How Deangelis Diamond leverages our Salesforce integration 

DeAngelis Diamond is a national construction management firm experienced in negotiating and managing over $4 billion of construction. Their expertise spans a variety of building types including Automotive, Educational, Faith Based, Financial, Government, Healthcare, Hospitality, Industrial, and more.

“The combination of Salesforce and Bridgit Bench has streamlined our workforce planning process, by using automated software solutions instead of relying on word-of-mouth updates between departments and offices. By having our opportunities in Salesforce feed directly into Bridgit Bench, we’re able to proactively search for talent for upcoming projects, allowing us to avoid last minute scrambling to assemble a team.”

— Brett Diamond, Chief Innovation Officer and Principal at DeAngelis Diamond

Bridgit Bench is the leading workforce intelligence solution built exclusively for the construction industry. Our solution helps to optimize capacity planning and provide valuable insight to make data-driven decisions that help improve a contractor’s bottom line. Bridgit Bench also helps to forecast future project demands and provide utilization reporting to ensure contractors are always getting the most out of their team. For more information about workforce management, visit our blog.


Michel Richer

Michel Richer is the Content Marketing Manager at Bridgit. He got his start in the construction industry at an early age with a local restoration company. Michel is driven to propel the construction industry forward by helping to eliminate outdated, ineffective processes.,

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