Salesforce by Spectrum Distribution Inc.

Data Connection

With the Salesforce integration by Spectrum Distribution Inc. you can:

Configurable Data Mapping (Project/Vendor/VendorUser/PrimeContract)

Real-Time / On-Demand Integration (Project/Vendor/VendorUser/PrimeContract)

Salesforce Lightning & Classic

Integration Summary

Seamlessly connect SalesForce & Procore providing users a “head-start”. Eliminate “double-entry” input, allowing users to create and manage Leads, Opportunities, Accounts, Contacts, and Files in SalesForce and automatically push and create the corresponding Project and related Directory data in Procore. Save time and effort by automating data synchronization and eliminate costly mistakes.

How it works

Utilizes a Salesforce native managed package and Procore WebHooks to bidirectionally synchronize data.

Integration Requirements
  • Requires Monthly Services to Spectrum Distribution Inc.
Required Procore Tools
  • Directory
Helpful Links

App's Salesforce appexchange listing
Procore Support Article

About Spectrum Distribution Inc.

Spectrum Distribution Inc. is a Salesforce services company specializing in Integration.

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