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Salesforce + Procore - Integration by PlusApps

Stop double entry of data and gain real time insight

Overview

Stop double entry and waiting for data to be manually entered with Salesforce + Procore. Salesforce and Procore are both great platforms and integrating will make them even better! Improve your projects' insights, efficiency and give your users one app.

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  • 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

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 you will be able to immediately kick off projects in Procore and track the project’s progress in Salesforce. Keep Salesforce up to date with the latest Procore Project information. Use the data in Salesforce to enhance Customer analytics, create tasks for the Account managers and leverage Marketing Automation to sell more projects. Benefits: 1 | Speed – Keep both systems up to date in Real Time. 2 | Accuracy – Every project’s Financial and Schedule data in Salesforce, error free. 3 | Insight and Visibility – Make construction data relevant to your Customers and Sales Pipeline.

Categories

Business Needs
Integration
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package

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