With Salesforce by PlusApps 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

Helpful Links

About PlusApps

HingePoint is a systems integration and development company specializing in construction and real estate clients. We are experts in Procore, Microsoft, SharePoint, Office36, Azure, and financial analytics. We can integration Procore with your enterprise platforms.