Popular Procore + Zendesk Sell flows

Start from a real workflow other teams are already running.

Choose a trigger

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Procore

When this happens...

Choose an action

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Zendesk Sell

Automatically do this!

Full list

Supported Triggers & Actions

Everything you can automate between Procore and Zendesk Sell.

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 Product Is Added

New Product Is Added

Runs when new product is added

New Task Is Created

New Task Is Created

Runs when new task is created

New Note Is Created

New Note Is Created

Runs when new note is created

New Lead Created or Updated

New Lead Created or Updated

Triggers when a lead is added or an existing lead’s details change.

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).

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Procore
Procore + Zendesk Sell
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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.

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Integrations Zendesk Sell
Zendesk Sell + Procore
Zendesk Sell logo

About Zendesk Sell

Elevate your sales process with Zendesk Sell, a powerful sales automation and CRM platform designed to help you close deals faster and build stronger customer relationships.

Learn more

Frequently Asked Questions

How do I connect Procore and Zendesk Sell?

Sign up for a free viaSocket account, then authorize both your Procore and Zendesk Sell 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Procore and Zendesk Sell as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Procore to Zendesk Sell?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Zendesk Sell. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Procore triggers actions in Zendesk Sell, and a separate workflow where Zendesk Sell triggers actions in Procore. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Procore and Zendesk Sell. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Procore and Zendesk Sell integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.