We are pleased to announce the following new functionality in our November 2026 release!
New Salesforce CRM integration with VisitorOS
Who is this feature for?
VisitorOS now connects natively to Salesforce, so visitor and visit details flow into Salesforce automatically after every kiosk sign-in. Customers no longer have to copy visitor information across by hand or maintain a custom process.
After a successful sign-in, VisitorOS checks the visitor’s site and Visitor Type and sends the configured data to to the matching Salesforce organization. It looks up existing records using the customer’s duplicate-matching rules, then updates the match or creates a new record. Syncing runs in the background and never delays sign-in.
An account may have more than one Salesforce integration active at a given time. Each one is configured to send data to a specific Salesforce organization based on Site Name and Visitor Type; different visitors types can have their records pushed to different Salesforce destinations. This provides the flexibility that complex organizations need to properly collect and process visitor information.
Key benefits:
- Eliminate double entry: Visitor and visit details reach Salesforce automatically after every sign-in.
- Keep Salesforce as the system of record: Keep visitor and visit information in the Salesforce records your teams already use.
- Avoid duplicate records: returning visitors update existing Salesforce records instead of creating new ones.
- Route different sites and Visitor Types to different Salesforce destinations from one VisitorOS account.
- Keep the kiosk experience unchanged, with no extra steps for visitors and no delay at sign-in.
To have the Salesforce CRM integration enabled for your site, contact FacilityOS Support.
Avetta integration now screens individual contractors
Who is this feature for?
The VisitorOS Avetta integration can now screen individual contractors as well as vendors and companies. Until now, VisitorOS only checked compliance at the company level. A contractor with missing training, expired certifications or a restricted status could get on site if their employer was compliant.
Admins now create an Avetta integration as either Vendor/Company or Individual Contractor, and each one becomes its own Watchlist Source. The Avetta results that trigger a watchlist are now set in the watchlist’s Matching Rules. Companies use Green, Amber, Red, Grey and No Record Found. Contractors use Green, Amber, Red and No Record Found.
A new Avetta Vendor List data field adds a company dropdown that fills from Avetta and can’t be edited by hand. Contractor screening looks up the contractor by last name and the selected company, then uses first name as a tiebreaker. If more than one contractor still matches, the result is No Record Found.
Key benefits:
- Enforce compliance at the individual level, catching contractors with missing training, expired certifications or a restricted status even when their company is in good standing.
- Support site compliance by flagging contractors whose Avetta status meets the configured watchlist rules
- Use existing Avetta data at the front desk without EHS teams duplicating records or maintaining a second list.
To have the Avetta integration enabled for your site, contact FacilityOS Support.
Sign-out notifications via SMS
Who is this feature for?
Hosts can now get Sign-Out Notifications by SMS as well as email. Sign-in notifications already supported SMS, so hosts can now get both updates on the same channel.
Support article
To learn how to enable sign-out notifications via SMS, see Set up sign-out notifications.