SalesForce – Procore Integration:
Overview:
Seamlessly connect SalesForce & Procore providing users a “head-start”. Eliminate “double-entry” input, allowing users to create and manage Leads, Opportunities, Accounts, Contacts and Files in SalesForce and automatically push and create the corresponding Project and related Directory data in Procore.
Save time and effort by automating data synchronization and eliminate costly mistakes.
How It Works:
Utilizes a SalesForce native managed package and Procore WebHooks to bidirectionally synchronize data.
Features:
-
Configurable Data Mapping
- Real-Time / On-Demand Integration:
Core Objects: Project / Vendor / VendorUser / 
Documents (Files)
Construction Financials: PrimeContract / Budget – LineItems
-
SalesForce Lightning & Classic
To get started please visit our Procore – Integration, AppExchange Listing below – click ‘Get It Now’ and we will contact you.
https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FMad3UAD
Also available on the Procore App Marketplace.
https://marketplace.procore.com/apps/salesforce-by-spectrum-distribution-inc
Contact Us: [email protected]
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