Apps

CRM

Salesforce by PlusApps


Salesforce by PlusApps



With the Salesforce by Majente integration you can


Seamlessly integrate Salesforce Account, Contact, Opportunity, and Document data to Procore.


Reduce time and manual effort to duplicate data and attachments in 2 systems.


Start your next project faster with the right sales data!



Integration Summary

Salesforce and Procore are both great platforms and integrating will make them even better! Improve your Project's insights, efficiency, and give your users 1 app.

Stop double entry and waiting for data to be manually entered. Say goodbye to exporting data to excel to report from different systems. With Salesforce + Procore integration you will be able to immediately kick off projects in Procore and track the project's progress in Salesforce.

How it Works

Salesforce -> Procore Real Time Integration:

- Create a Procore Project from custom Project Templates anywhere in Salesforce

Procore -> Salesforce Real Time Integration:

- All Procore "Admin" data - Prime Contract financial data - Change Order financial data - Budget Financial data - Project Schedule and Milestones - Links to Procore Attachments - Links to Procore Tasks

2-Way Real Time Integration:

- Procore Directory Companies and Users <-> Salesforce Accounts & Contacts - Includes Procore Project Roles in Salesforce

Dynamic Mapping for Custom Salesforce fields to Procore:

- Map custom fields from Salesforce to Procore - Map custom Account types from Salesforce to the Procore Directory

Integration Requirements
  • Paid Subscription to Salesforce Enterprise Edition or higher
  • Integration with Procore requires paid subscription through Majente
Required Procore Tools
  • Directory
  • Documents
About PlusApps

PlusApps, a division of Majente Cloud Solutions, is focused on delivering apps that are well designed, well thought out, and well priced. Based in Toronto, Ontario, Majente Cloud Solutions is a certified Salesforce partner providing consulting and implementation services to businesses of all sizes across North America.

Log In to Install Contact Us
Support

Built by PlusApps

Email support@majente.com

WebsiteSupport Article