Eliminate Manual Work Between Procore And Salesforce

Your project teams rely on Procore to manage construction projects, schedules, documents, and field activities, while your sales and customer-facing teams use Salesforce to manage prospects, customers, contracts, and business opportunities. Without an integration, project information, customer records, and contract updates must be entered into both systems manually, resulting in duplicate work, inconsistent information, and communication gaps.

With Procore and Salesforce integration, customer records, projects, bids, contracts, project updates, and milestone information are automatically synchronized between both systems. Every department has access to accurate, real-time information, improving collaboration, reducing manual effort, and ensuring projects and customer relationships stay aligned from start to finish.

Integration Features

Speed Up Services Operation With Smart Automation

Prebuilt Integration Templates

Shorten implementation timeframes by utilizing existing templates for frequently used CorrigoPro and Salesforce integration situations

No-Code Workflow Builder

Build your own business rules with our easy visual designer with no coding needed!

AI-Assisted Data Mapping

Automate data mapping and transformation can speed up implementation and decrease errors.

Intelligent Error Management

Avoid further data disruption by offering improved error tracking, handling, and alerting

Workflow Orchestration

Design enterprise-quality multistep workflows without code visual designer

Enterprise-Grade Security

End to end security including secure API connect, role based data access policy, data encryption and log the audit.

What You Can Automate

Streamline Workflows Easily

Project Sync

Automatically synchronize project information and customer records between Procore and Salesforce.

Opportunity Updates

Keep opportunities, bids, and project awards aligned across both systems.

Contract Records

Synchronize contracts and project agreements to improve visibility throughout the project lifecycle.

Project Status

Automatically share project milestones, schedules, and progress updates with customer-facing teams.

Document Access

Keep project documentation and key project information accessible across both platforms.

Activity Sync

Automatically exchange project activities, customer interactions, and operational updates between Procore and Salesforce.

Supported Data Objects

Sync Business-Critical Data

  • Customers
  • Contacts
  • Service Requests
  • Cases
  • Work Orders
  • Assets
  • Technicians
  • Service Appointments
  • Labor
  • Parts
  • Invoices
  • Attachments
  • Notes
  • Status Updates
  • Custom Fields

Connect Procore And Salesforce With ConnectorHub

Schedule a personalized demo to discover how ConnectorHub helps reduce manual data entry, improve project visibility, and keep your project and sales teams connected with real-time information.