Connect Procore and Method CRM
Integrate Procore with Method CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Activity in Method CRM when Project Updated in Procore
Create contact and link to entity in Method CRM when Project Updated in Procore
Create customer or lead in Method CRM when Project Updated in Procore
Create record in Method CRM in Method CRM when Project Updated in Procore
Find Contact in Method CRM when Project Updated in Procore
Popular Procore + Method CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Procore
When this happens...
Project Updated
Punch Item Updated
Choose an action
Method CRM
Automatically do this!
Create Activity
Create contact and link to entity
Create customer or lead
Create record in Method CRM
Find Contact
Find customer or lead
Create Activity in Method CRM when Project Updated in Procore
Use this flowCreate contact and link to entity in Method CRM when Project Updated in Procore
Use this flowCreate customer or lead in Method CRM when Project Updated in Procore
Use this flowCreate record in Method CRM in Method CRM when Project Updated in Procore
Use this flowFind Contact in Method CRM when Project Updated in Procore
Use this flowFind customer or lead in Method CRM when Project Updated in Procore
Use this flowCreate Activity in Method CRM when Punch Item Updated in Procore
Use this flowCreate contact and link to entity in Method CRM when Punch Item Updated in Procore
Use this flowCreate customer or lead in Method CRM when Punch Item Updated in Procore
Use this flowCreate record in Method CRM in Method CRM when Punch Item Updated in Procore
Use this flowSupported Triggers & Actions
Everything you can automate between Procore and Method CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
Project Updated
Triggers when a project is updated.
Punch Item Updated
Triggers when a punch list item is updated.
Recent Activities
Retrieve activities from Method CRM updated since the last scheduled check.
New Contact Created
Returns contacts created or updated in Method CRM since the last check.
New Customers for QuickBooks
Retrieve new or updated customers and leads from Method CRM for QuickBooks synchronization.
New Customers/Vendors
Fetch new or recently modified Customer/Vendor records (including leads) from Method CRM.
Do thisActions
Action is the task that follows automatically within your Procore integrations.
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).
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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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 Procore
Procore is a leading construction management software designed to streamline project management, improve communication, and enhance productivity for construction professionals.
Learn moreAbout Method CRM
Method CRM is a powerful customer relationship management tool designed to streamline and enhance your business interactions. It offers seamless integration with QuickBooks, allowing businesses to manage their customer data, sales, and operations efficiently. With customizable workflows and a user-friendly interface, Method CRM helps businesses improve customer satisfaction and drive growth.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Procore and Method CRM 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 Procore and Method CRM 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 Method CRM. No coding required.
Yes. You can set up a workflow where Procore triggers actions in Method CRM, and a separate workflow where Method CRM triggers actions in Procore. 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 Procore and Method CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Procore and Method CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
