GorillaDesk Integration
Connect Smarter Launch to GorillaDesk to keep your customer records and proposals in sync automatically — no duplicate data entry, and every accepted proposal delivered straight to your customer's GorillaDesk profile.
Proposals delivered. Records in sync.
The GorillaDesk integration keeps your proposal workflow and your CRM aligned — customer records, documents, and team data stay consistent without any manual effort.
Two-Way Customer Sync
New customers push from Smarter Launch to GorillaDesk automatically. Smart matching checks by email and address before creating records. Incremental sync keeps both platforms current — only changed records are processed.
Proposal & Document Delivery
Proposal PDFs attach to the matching customer's GorillaDesk profile on send or acceptance. All attachments are included alongside the PDF — no manual uploads required.
Customer Search & Linking
Search your GorillaDesk customer base from Smarter Launch by account number. Link proposals to existing records without creating duplicates.
Team Import
Import your team members from GorillaDesk with Smarter Launch accounts created automatically, so your staff is set up and ready to work from day one.
Set up once. Runs forever.
Connect your GorillaDesk account
Enter your GorillaDesk API credentials in Smarter Launch integration settings. The connection is verified instantly.
Import customers and team
Pull your existing GorillaDesk customers and team members into Smarter Launch in one step, with accounts created automatically.
Configure sync rules
Choose when customers push to GorillaDesk — on creation, on proposal acceptance, or both. Set document delivery preferences once.
Send proposals as normal
Your team works in Smarter Launch. Customer records and PDFs flow to GorillaDesk without any extra steps.
Incremental sync keeps it current
Only changed records are processed on each sync run — GorillaDesk stays up to date without re-syncing your entire database.
What flows where.
From
Smarter Launch → GorillaDesk
- New customers pushed automatically
- Optional: push only on proposal acceptance
- Smart matching by email and address before creating records
- All contacts and service addresses synced alongside primary record
- Proposal PDFs attached on send or acceptance
- All attachments included alongside the PDF
From
GorillaDesk → Smarter Launch
- Existing customers imported with contacts and addresses
- Team members imported with Smarter Launch accounts created
- Incremental sync — only changed records processed
- Records stay current as changes are made in GorillaDesk
Stop entering the same data twice.
- No duplicate records — smart matching links to existing GorillaDesk customers before creating new ones
- Proposals delivered where your team works — PDFs and attachments land directly on the customer's GorillaDesk profile automatically
- Only real customers enter your CRM — tie customer creation to proposal acceptance so unqualified leads stay out
- Your team, connected from day one — import your staff from GorillaDesk in one step
GorillaDesk
Field Service Management
GorillaDesk is a field service management platform built for pest control 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
- Attach proposal PDFs on send, acceptance, or both
- Include all proposal attachments alongside the PDF
- Incremental sync — only changed records processed
- Search and link by GorillaDesk account number
Already using GorillaDesk?
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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