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Integration

How Procore Project Management and Salesforce exchange data

Procore Project ManagementProcore TechnologiesSalesforceSalesforce

3 data objects sync

Unverified. Vendor confirmation arrives with the vendor portal.

0 of 3 vendor-confirmed

Partner

Salesforce (manual)

Third-party integration (PlusApps/Majente) connecting Salesforce CRM with Procore. On winning a Salesforce Opportunity, users create a Procore project (Opportunity name, Account, and Amount populate the project). Budget, schedule, and milestone data flow back from Procore into Salesforce in real time; accounts and contacts sync bidirectionally.

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Sends to Salesforce

  • Budgets Unverified · AECi
  • Schedules Unverified · AECi
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Syncs both ways

  • Directory & Contacts Unverified · AECi