Apps

CRM

TopBuilder CRM


TopBuilder CRM



With the TopBuilder CRM integration you get:


Construction CRM, bid management/tracking/scoring, quoting, proposal and job management software


Advanced marketing automation for lead collection, email marketing, website tracking, and more


Unlimited live online training, email/phone support. Regular enhancements/updates



Integration Summary

TopBuilder’s unique integration with Procore allows job and customer data to synch between both TopBuilder and Procore in real-time. This means all your customer, sales, and job information is in one location. Since all this information is together, building forecasts, workflows, reports, scorecards, and email campaigns have never been simpler.

How it Works

Integration to Procore offers a cloud-based two-way data synchronization, with no additional software or plugins to install. Once TopBuilder connects to a Procore account, data synchronized between the two platforms include customer, contact, and job information. TopBuilder’s interface monitors newly-awarded jobs and sends the new job and new or updated contact information to Procore. Job updates, including status changes, are returned to TopBuilder where follow-up plans and workflows can be applied.

Integration Requirements
  • A TopBuilder Account
  • A dedicated TopBuilder account manager sets up the TopBuilder-Procore interface for you
Required Procore Tools
  • None
Helpful Links

TopBuilder CRM for Procore
TopBuilder CRM for Construction
Procore Support Article

About TopBuilder Solutions

TopBuilder, serving clients in US/Canada, is the construction industry’s most advanced cloud-based construction CRM. With our sales, marketing, and pre-construction software, you will experience better team communication, win more jobs, and have more time to focus on your priorities. With our new mobile functionality, you get all these wonderful benefits anywhere at any time.

Get Started
Contact Us