Connect Procore and Salesforce
Integrate Procore with Salesforce to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Contact to Campaign in Salesforce when Project Updated in Procore
Add Lead To Campaign in Salesforce when Project Updated in Procore
Create Attachment in Salesforce when Project Updated in Procore
Create Note in Salesforce when Project Updated in Procore
Update Lead in Salesforce when Project Updated in Procore
Popular Procore + Salesforce 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
Salesforce
Automatically do this!
Add Contact to Campaign
Add Lead To Campaign
Create Attachment
Create Contact
Create Note
Update Contact
Create Lead
Update Lead
Create Account
Create Campaign
Search Record by Query
Create Event
Add Contact to Campaign in Salesforce when Project Updated in Procore
Use this flowAdd Lead To Campaign in Salesforce when Project Updated in Procore
Use this flowCreate Attachment in Salesforce when Project Updated in Procore
Use this flowCreate Note in Salesforce when Project Updated in Procore
Use this flowUpdate Lead in Salesforce when Project Updated in Procore
Use this flowCreate Account in Salesforce when Project Updated in Procore
Use this flowCreate Campaign in Salesforce when Project Updated in Procore
Use this flowCreate Event in Salesforce when Project Updated in Procore
Use this flowAdd Contact to Campaign in Salesforce when Punch Item Updated in Procore
Use this flowAdd Lead To Campaign in Salesforce when Punch Item Updated in Procore
Use this flowSupported Triggers & Actions
Everything you can automate between Procore and Salesforce.
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.
New Contact
Triggers when a new Contact is created.
New Lead
Triggers when a new Lead is created.
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
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 Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Procore and Salesforce 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 Salesforce 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 Salesforce. No coding required.
Yes. You can set up a workflow where Procore triggers actions in Salesforce, and a separate workflow where Salesforce 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 Salesforce. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Procore and Salesforce integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
