Connect Procore and Close to Build Intelligent Automations

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Procore

When this happens...

Choose an Action

Close

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Project Updated

Project Updated

Triggers when a project is updated.

Punch Item Updated

Punch Item Updated

Triggers when a punch list item is updated.

New Call

New Call

Triggers when a new Call is created or completed.

New Contact

New Contact

Triggers when a new contact is created.

New Email

New Email

Triggers when a new incoming Email is created or an outgoing Email is sent.

New Lead

New Lead

Triggers when a new lead is created.

Do thisActions

Action is the task that follows automatically within your Procore integrations.

Get Projects

Get Projects

Get list of all the projects.

Create Worker - Company

Create Worker - Company

Creates a new worker for a specific company.

Create Project

Create Project

Creates a new project. Warning: Projects are not deletable in Procore. Use caution when using this action as this cannot be reversed.

Create Company Contact

Create Company Contact

Creates a new company contact.

Create Project Cost Code List From Company List

Create Project Cost Code List From Company List

Copies all standard cost codes to project cost code list.

Create Submittal

Create Submittal

Create a new submittal in Procore for a specific project using the provided submittal details (number, title, dates, manager, and other fields).

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Frequently Asked Questions

How do I start an integration between Procore and Close?

To start, connect both your Procore and Close accounts to viaSocket. Once connected, you can set up a workflow where an event in Procore triggers actions in Close (or vice versa).

Can we customize how data from Procore is recorded in Close?

Absolutely. You can customize how Procore data is recorded in Close. This includes choosing which data fields go into which fields of Close, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Procore and Close?

The data sync between Procore and Close typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Procore to Close?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Procore and Close?

Yes, you can set conditional logic to control the flow of data between Procore and Close. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Procore

About Procore

Procore is a leading construction management software designed to streamline project management, improve communication, and enhance productivity for construction professionals.

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Close

About Close

Close is a powerful CRM platform designed to help sales teams close more deals and manage their customer relationships effectively. With features like email automation, calling, and reporting, Close streamlines the sales process and enhances productivity.

Learn More