Connect Espo CRM and Procore
Integrate Espo CRM with Procore to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Projects in Procore when New Lead in Espo CRM
Create Worker - Company in Procore when New Lead in Espo CRM
Create Project in Procore when New Lead in Espo CRM
Create Company Contact in Procore when New Lead in Espo CRM
Create Project Cost Code List From Company List in Procore when New Lead in Espo CRM
Popular Espo CRM + Procore flows
Start from a real workflow other teams are already running.
Choose a trigger
Espo CRM
When this happens...
New Lead
Lead Status Updated
Choose an action
Procore
Automatically do this!
Get Projects
Create Worker - Company
Create Project
Create Company Contact
Create Project Cost Code List From Company List
Create Submittal
Create Cost Code - Project
Create Vendor - Company Level
List All Companies
Get Projects in Procore when New Lead in Espo CRM
Use this flowCreate Worker - Company in Procore when New Lead in Espo CRM
Use this flowCreate Project in Procore when New Lead in Espo CRM
Use this flowCreate Company Contact in Procore when New Lead in Espo CRM
Use this flowCreate Project Cost Code List From Company List in Procore when New Lead in Espo CRM
Use this flowCreate Submittal in Procore when New Lead in Espo CRM
Use this flowCreate Cost Code - Project in Procore when New Lead in Espo CRM
Use this flowCreate Vendor - Company Level in Procore when New Lead in Espo CRM
Use this flowList All Companies in Procore when New Lead in Espo CRM
Use this flowGet Projects in Procore when Lead Status Updated in Espo CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Espo CRM and Procore.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Runs when New Lead Is Created
Lead Status Updated
Runs when Lead Status Updated
Project Updated
Triggers when a project is updated.
Punch Item Updated
Triggers when a punch list item is updated.
Do thisActions
Action is the task that follows automatically within your Espo CRM integrations.
Create Lead
Create a new lead using contact and address details.
Get Lead
Fetches Lead details by an ID.
Update Lead
Update lead details.
Find Leads by Text Filter
Find leads that match a text filter.
Get Projects
Get list of all the projects.
Create Worker - Company
Creates a new worker for a specific company.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Espo CRM
Espo CRM is a versatile customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and marketing efforts efficiently. It offers a range of features including contact management, sales automation, and analytics to enhance customer engagement and drive business growth.
Learn moreSimilar apps
About Procore
Procore is a leading construction management software designed to streamline project management, improve communication, and enhance productivity for construction professionals.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Espo CRM and Procore accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Espo CRM and Procore as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Procore. No coding required.
Yes. You can set up a workflow where Espo CRM triggers actions in Procore, and a separate workflow where Procore triggers actions in Espo CRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Espo CRM and Procore. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Espo CRM and Procore integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
