Salesforce + Procore
Integration by PlusApps
By MajenteIntegration
- Rating
- 5.0
- Reviews
- 1
- Pricing
- Paid
- From $250 per company per month
- Listed since
- 2021
About Salesforce + Procore
Stop double entry of data and gain real time insight
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.
Highlights
- 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
Screenshots
Image 1 of 6
Pricing
Paid, from $250 per company per month.
| Plan | Price | Billed |
|---|---|---|
| Default Plan | $250 per company | Monthly |
The publisher offers discounts.
Compatibility
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Performance
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on January 29, 2021
- Languages
- English
More Integration apps
The most reviewed Integration apps on the AppExchange, to compare before you choose.