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Create integrations between Procore and Sangam CRM
Create a new lead in Sangam CRM when Project Updated in Procore
Create an opportunity in Sangam-crm when Project Updated in Procore
Fetch all available fields in a specific module in Sangam-crm when Project Updated in Procore
Create a Contact in Sangam-crm when Project Updated in Procore
Create a Ticket in Sangam-crm when Project Updated in Procore
Create a Company in Sangam-crm when Project Updated in Procore
Create a Campaign in Sangam-crm when Project Updated in Procore
Update a lead in Sangam-crm when Project Updated in Procore
Insert or Update Data With Linking Module in Sangam-crm when Project Updated in Procore
List all enabled module in Sangam CRM when Project Updated in Procore
Actions and Triggers
When this happensTriggers
Project Updated
Triggers when a project is updated.
Punch Item Updated
Triggers when a punch list item is updated.
New Lead Created
Trigger when new lead is created
New Contact Created
Trigger when new contact is created
New Opportunity Created
Triggerv when new opportunity is created
New Ticket Created
Trigger when new tickey=t is created
Do thisActions
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 Cost Code - Project
Creates a new project cost code.
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Frequently Asked Questions
About Procore
Procore is a leading construction management software designed to streamline project management, improve communication, and enhance productivity for construction professionals.
Learn MoreAbout Sangam CRM
Sangam CRM is a comprehensive customer relationship management platform designed to streamline your business processes, enhance customer interactions, and drive sales growth. With features like contact management, sales automation, and analytics, Sangam CRM helps businesses of all sizes manage their customer data efficiently and improve their overall customer experience.
Learn More
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