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.
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
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.