Evolve Integration
Connect Smarter Launch to Evolve to keep your customer records, referral sources, and proposals in sync automatically — no double data entry, and every proposal delivered straight to your customer's Evolve profile.
Synced data. Consistent attribution.
The Evolve integration keeps your proposal workflow and your CRM aligned — customer records, documents, and referral sources stay consistent across both platforms without any manual effort.
Two-Way Customer Sync
New customers push from Smarter Launch to Evolve automatically. Smart matching checks by email and address before creating records. Residential and commercial accounts are identified automatically based on account type.
Proposal & Document Delivery
Proposal PDFs attach to the matching customer record in Evolve on send or acceptance. All attachments are included alongside the PDF — no manual uploads required.
Referral Source Sync
Customer sources are imported from Evolve and made available as referral sources in Smarter Launch, keeping lead attribution consistent across both platforms without manual entry.
Customer Search & Linking
Search your Evolve customer base from Smarter Launch by account number, name, email, phone, or address. Link proposals to existing records without creating duplicates.
Team Import
Import your team members from Evolve with Smarter Launch accounts created automatically and assigned to the correct locations, so your staff is connected from day one.
Set up once. Runs forever.
Connect your Evolve account
Enter your Evolve API credentials in Smarter Launch integration settings. The connection is verified instantly.
Import customers and team
Pull your existing Evolve customers and team members into Smarter Launch in one step, with accounts created automatically.
Configure sync rules
Choose when customers push to Evolve — on creation, on proposal acceptance, or both. Set document delivery preferences once.
Send proposals as normal
Your team works in Smarter Launch. Customer records, PDFs, and referral sources flow to Evolve without any extra steps.
Attribution stays consistent
Referral sources from Evolve are available in Smarter Launch automatically — lead attribution never falls out of sync.
What flows where.
From
Smarter Launch → Evolve
- New customers pushed automatically
- Optional: push only on proposal acceptance
- Smart matching by email and address before creating records
- Residential and commercial accounts identified automatically
- Proposal PDFs attached on send or acceptance
- Additional attachments included alongside the PDF
From
Evolve → Smarter Launch
- Existing customers imported with contacts, addresses, and account numbers
- Team members imported and assigned to locations
- Referral sources synced for consistent lead attribution
- Records stay current as changes are made in Evolve
Stop entering the same data twice.
- No duplicate records — smart matching links to existing Evolve customers before creating new ones
- Proposals delivered where your team works — PDFs and attachments land directly on the customer's Evolve profile automatically
- Only real customers enter your CRM — tie customer creation to proposal acceptance so unqualified leads stay out
- Lead attribution stays consistent — referral sources sync from Evolve so you always know where customers came from
- Your team, connected from day one — import staff and locations from Evolve in one step
Evolve
Field Service Management
Evolve is a field service management platform for pest control and home services companies. The Smarter Launch integration connects your proposal workflow to the CRM your team relies on every day.
Sync Configuration
- Push customers on creation, acceptance, or both
- Residential and commercial accounts identified automatically
- Attach proposal PDFs on send, acceptance, or both
- Include additional attachments alongside the PDF
- Referral sources synced once on import, kept consistent
Already using Evolve?
See the two-way sync in action — we'll walk through setup and show you exactly how customer records and proposals flow between both platforms.
Related Resources
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