Track pipeline opportunities with Bridgit Bench and Zendesk Sell Integration

Track pipeline opportunities with Bridgit Bench and Zendesk Sell Integration

TL:DR – The Bridgit Bench and Zendesk Sell integration allows you to pull project information directly from your sales force automation platform into your workforce plan. When a project or project opportunity is changed in Zendesk, the updates will automatically be recognized in Bridgit Bench. You can then immediately understand the impact a project or project opportunity will have on your team’s capacity and can start planning resources accordingly. Other benefits include:

  • Cross-team collaboration
  • Bid tracking
  • Custom cadences for updates

As more point solutions are being developed for the construction industry, contractors will be faced with the challenge of narrowing down the increasing list of available options. While ease of use and mobile capabilities are crucial to getting buy-in from your team, it’s equally important to consider the compatibility of any new software with your existing technology stack.

Construction software can often be fragmented or lack integration tools. In this case, it’s likely that you 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 and can lead to critical errors and projects being put at risk.

Well-integrated systems allow for a seamless flow of up-to-date information between your software. By automating this process, and ensuring an accurate transfer of data, you’re better able to improve data-driven decision making across your entire team. Bridgit Bench, the leading workforce intelligence solution for contractors, has put an emphasis on integrating our customers’ workflows. We’ve built a number of integrations with some of the leading construction software. For more information about workforce intelligence, check out this guide.

Zendesk Sell is one of the leading sales force automation (SFA) and CRM tools being used in the construction industry today. It allows contractors to centralize their customer relationship data, including all projects, bids, and project opportunities. Bridgit Bench has built an integration with Zendesk Sell to automate the transfer of project data based on its current stage in the pipeline. 

The benefits of integrating your resource planning with Zendesk Sell

Projects are won or lost in the planning stage. By integrating Zendesk Sell with Bridgit Bench, you can automate the flow of data at key points in the project lifecycle. This helps to keep project planning proactive instead of reactive. When projects that have been won (or are likely to be won) are pulled into Bridgit Bench in real time, it helps to optimize your workforce strategy and make better decisions, faster.

Some other key benefits of integrating Bridgit Bench with Zendesk Sell include:

1. Bid tracking

Improve your workforce and labor strategies by importing ongoing project bids, pencilling in your project teams, and better understanding how each bid will impact your project pipeline.

2. Cross-team collaboration

By improving the flow of information, your team can better collaborate with stakeholders from every department to create comprehensive strategies and drive operational effectiveness.

3. Improved forecasting

The ability to pull project information into Bridgit Bench at different stages in its lifecycle 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 Zendesk Sell integration

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

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

Bridgit Bench customers can create custom integrations with Zendesk Sell and only pull project information once an opportunity has been won or is likely to be won. You can then immediately understand the impact it will have on their team’s capacity and can start planning resources accordingly.

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.

Connect on LinkedIn →