Salesforce and Procore are both great platforms and integrating will make them even better! Improve your Project’s insights, efficiency and give your users 1 app.

Stop double entry and waiting for data to be manually entered. Say goodbye to exporting data to excel to report from different systems. With Salesforce + Procore integration you will be able to immediately kick off projects in Procore and track the project’s progress in Salesforce.

Data Integration:

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

Keep Salesforce up to date with the latest Procore Project information. Use the data in Salesforce to enhance Customer analytics, create tasks for the Account managers and leverage Marketing Automation to sell more projects.

Benefits:

1   |   Speed – Keep both systems up to date in Real Time.

2   |   Accuracy – Every project’s Financial and Schedule data in Salesforce, error free.

3   |   Insight and Visibility – Make construction data relevant to your Customers and Sales Pipeline.

Price:

$250 per month

  • 1 Month Free Trial
  • No Setup Fees

SUCCESS STORY

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.”

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