Salesforce Meets Procore: A Match Made in Business Heaven
Actionable Insights, Enhanced Collaboration
Stop double entry and waiting for data to be manually entered with Salesforce + Procore
Salesforce and Procore are both great platforms and integrating will make them even better! Improve your projects’ insights, efficiency and give your users one app.
With Salesforce + Procore integration you will be able to immediately kick off projects in Procore and track the project’s progress in Salesforce. Use the data in Salesforce to enhance Customer analytics, create tasks for the Account managers and leverage Marketing Automation to sell more projects.
Why choose Salesforce + Procore?
- Single source of truth
- Eliminate double entry
- Decrease room for manual errors
- Streamline processes
- Gain insight and visibility across the entire org
- Better communication between teams/clearer project hand-off
Browse help topics
We have messy data across platforms, and we aren’t sure what data is actually correct.
Give your users the ability to use one app for two platforms, enabling a single source of truth across your organization.
My team is wasting time by entering information in both platforms, and mistakes are always made.
Save time and reduce manual errors by eliminating double entry of data.
After a sale is made, our team has no insight into how the project went.
Strengthen client relationships and gain insight into future opportunities by providing your sales team with a snap shot of project health.
The hand off between the sales and project team is never smooth and we always end up having to chase people down.
Projects will kick off in Procore automatically upon a closed sales opportunity, including all relevant details. No more back and forth between teams.
I’m the Director of Sales and I don’t have time to live in Procore, but need real time project updates to ensure success.
Give your executives piece of mind and clarity by viewing project changes like project value and date changes directly in Salesforce.
Once our sales close, we often miss opportunities to better service our customers.
Use project data from Procore in Salesforce to trigger email automation campaigns to improve customer onboarding and get customer feedback upon project completion.
Our Salesforce reports and dashboards are insightful, but they are missing imperative project reporting data.
Take advantage of Salesforce’s awesome reporting capabilities by reporting on project data directly from Procore.
Browse help topics
How long does it take to setup?
1 day
What is the cost? Is there an implementation fee?
The integration subscription is $250/month/org. There is no implementation fee.
What Salesforce license is the integration compatible with?
Professional Edition and up
Do you offer training and support?
Once installed, we’ll schedule a one-hour training session. Any support issues can be sent directly to [email protected] and we will ensure it’s resolved.
Do our users need to have both a Procore license and a Salesforce license?
No, a user can input data in either platform. We only require one user to have both licenses upon implementation.
How often does the data flow between the platforms?
The data is integrated in real-time.
We manage a lot of files in Procore, how is this integrated into Salesforce?
Files are accessible in Salesforce through a link to the Procore attachment.
Is this a bi-directional sync?
Certain data, such as accounts, contacts, and Procore admin level data is bi-directional.
Can a project be created in Procore instead or Salesforce?
Yes. If projects are created in Procore, instead of Salesforce, we can push the “orphan” projects back into Salesforce.
What data in Salesforce is updated?
Accounts and contacts are the only native objects that are updated. All other data is stored in custom objects. For more information on the integration, view our App in the Salesforce AppExchange.
Where is the Procore data stored in Salesforce?
Procore data is integrated into a custom object in Salesforce. For more information on the integration, view our App in the Salesforce AppExchange.
Is it possible to integrate previous projects?
Yes. We can integrate historical projects through a one-time import.
Our requirements are pretty customized, can you help with that?
Yes, we can!
Procore Salesforce Integration
Purple Heart Homes Serves More Veterans with Majente
“Majente has been a real problem solver for Purple Heart Homes by connecting Salesforce and Procore. I forecast a 20% reduction in time regarding data duplication, which will result in more Veterans being served.”
Data Integration Details
Salesforce -> Procore Real Time Integration
- Create a Procore Project from custom Project Templates anywhere in Salesforce
2-Way Real Time Integration
- Procore Directory Companies and Users <-> Salesforce Accounts & Contacts
- Includes Procore Project Roles in Salesforce
Procore -> Salesforce Real Time Integration
- All Procore “Admin” data
- Prime Contract financial data
- Change Order financial data
- Budget Financial data
- Project Schedule and Milestones
- Links to Procore Attachments
- Links to Procore Tasks
Dynamic Mapping for Custom Salesforce fields to Procore:
- Map custom fields from Salesforce to Procore
- Map custom Account types from Salesforce to the Procore Directory
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