Integration Overview

The Hover for Salesforce (Unlocked) integration is an open-source package that empowers users to seamlessly connect their Salesforce instance with Hover, unlocking powerful workflows for property measurement, inspections, and material/estimate management. This integration allows users to generate Hover Jobs or Connect Requests directly from Salesforce data and provides the capability to initiate Hover material/estimate workflows from within Salesforce.

For measurement workflows, the integration automatically fetches measurement data and the corresponding Hover measurements PDF into Salesforce upon completion of the property capture and processing through Hover’s 3D reconstruction pipeline.

This integration streamlines the end-to-end process of managing Hover projects within your Salesforce workflows—from initial job creation and property measurement to inspections and detailed estimation—enabling a reliable exchange of data that minimizes duplication and improves visibility across teams.

Inspections are created and completed in the Hover mobile application. When an inspection is submitted successfully in Hover, the integration automatically syncs that inspection back to Salesforce into a dedicated “Hover Inspection” custom object. As part of that sync, the inspection data is made available in Salesforce and the corresponding inspection PDF link is captured for easy access from the Hover Inspection record.

At a high level, this integration:

• Creates Hover Jobs or Connect Requests based on data within another Salesforce object (Lead, Opportunity, Claim, or any custom object).
• Enables the initiation of Hover material/estimate workflows directly from within Salesforce.
• Allows users to manually sync Hover material/estimate data back into a dedicated custom object in Salesforce (if enabled in your org/package configuration).
• Automatically retrieves a property’s measurement data when a property capture is completed and successfully processed by Hover.
• Automatically retrieves the Hover Measurements PDF report and attaches it to the Hover Job object in Salesforce when a property capture is completed and successfully processed by Hover.
• Syncs inspection data from Hover back to Salesforce when an inspection is submitted successfully.
• Stores inspections in a dedicated “Hover Inspection” custom object, including the inspection PDF link (when available from Hover).

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The Hover Salesforce integration requires a special installation link and password. If you're interested in using Hover's Salesforce integration, please fill out this form and the install link and password will be sent to you.