Connect Procore and CRM Connector to Build Intelligent Automations
Enable Integrations or automations with these events of Procore and CRM Connector
Enable Integrations or automations with these events of Procore and CRM Connector
Triggers
Project Updated
Triggers when a project is updated.
Punch Item Updated
Triggers when a punch list item is updated.
Actions
Get Projects
Get list of all the projects.
Create Worker - Company
Creates a new worker for a specific company.
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
Creates a new company contact.
Create Project Cost Code List From Company List
Copies all standard cost codes to project cost code list.
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
To start, connect both your Procore and CRM Connector accounts to viaSocket. Once connected, you can set up a workflow where an event in Procore triggers actions in CRM Connector (or vice versa).
Absolutely. You can customize how Procore data is recorded in CRM Connector. This includes choosing which data fields go into which fields of CRM Connector, setting up custom formats, and filtering out unwanted information.
The data sync between Procore and CRM Connector typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Procore and CRM Connector. 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.
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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About CRM Connector
CRM Connector is a cloud based CRM and marketing automation platform offering robust automation and sales tools for small to medium sized businesses worldwide.
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