With the Cosential integration you can:

Increase accuracy and consistency of resumes, project profiles, and project lists

Access data quick, Marketing can focus on winning projects

Produce InDesign and Word documents with information tailored for each submittal

Integration Summary

Cosential integration allows pre-con data to seamlessly enter Procore as a new project on your teams. This helps to avoid needless double entry and costly mistakes. When an opportunity reaches either a ”win” status or any stage you choose, a project is initiated in Procore. In return, Cosential then pulls the project number from Procore and creates a link in Cosential. When the link is clicked, the project creation setup can be completed in Procore. This integration also allows project managers to pass new leads back to the CRM or business development teams as they hear of new potential projects on the go.

Integration Requirements

Product Lines Required
  • Project Management

Helpful Links

Procore Support Article

About Cosential

Cosential is a cloud-based CRM and Proposal Generation tool created by AEC experts, 100% dedicated to B2B AEC firms Cosential maps and organizes pillars of data such as relationships, associations, and industry key fields in a way that allows firms to track and analyze the sales cycle of a project. It allows users the ability to access and act upon the information specific to their role that compliments cross-functional workflows.

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