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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.
Overall Benefits
- 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
Issues Solved By Integrating Procore & Salesforce
Give your users the ability to use one app for two platforms, enabling a single source of truth across your organization.
Save time and reduce manual errors by eliminating double entry of data.
Strengthen client relationships and gain insight into future opportunities by providing your sales team with a snap shot of project health.
Projects will kick off in Procore automatically upon a closed sales opportunity, including all relevant details. No more back and forth between teams.
Give your executives piece of mind and clarity by viewing project changes like project value and date changes directly in Salesforce.
Use project data from Procore in Salesforce to trigger email automation campaigns to improve customer onboarding and get customer feedback upon project completion.
Take advantage of Salesforce’s awesome reporting capabilities by reporting on project data directly from Procore.
Success Story: 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.”
The integration subscription is $250/month/org. There is no implementation fee.
Professional Edition and up
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.
No, a user can input data in either platform. We only require one user to have both licenses upon implementation.
The data is integrated in real-time.
Files are accessible in Salesforce through a link to the Procore attachment.
Certain data, such as accounts, contacts, and Procore admin level data is bi-directional.
Yes. If projects are created in Procore, instead of Salesforce, we can push the “orphan” projects back into Salesforce.
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.
Procore data is integrated into a custom object in Salesforce. For more information on the integration, view our App in the Salesforce AppExchange.
Yes. We can integrate historical projects through a one-time import.
We will work with you to understand any custom requirements and determine whether we’ll build it into the base package or whether it will be custom to your org.
Data Integration Details
Salesforce -> Procore Real Time Integration
- Create a Procore Project from custom Project Templates anywhere 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
2-Way Real Time Integration
- Procore Directory Companies and Users <-> Salesforce Accounts & Contacts
- Includes Procore Project Roles in Salesforce
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
Data Integration Details
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