ActiveCampaign logo + Procore logo

Automate ActiveCampaign & Procore

Stop paying for mismatched spreadsheets. Sync data between ActiveCampaign and Procore in real-time, so you can manage your operations without the busywork.

Custom API Integration
Secure Data Transfer
Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["ActiveCampaign"]
        T1(["Contact Added to List"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[CRON API
Poller] --> V{Validation
& Auth} V -->|Fail| DLQ[Dead Letter
Queue] V -->|Pass| Map[Data Mapping
& Transformation] Map --> Retry[Rate Limiting
& Retries] end subgraph Target ["Procore"] A1(["Create Bid Board Project"]) end T1 -->|JSON Payload| W Retry -->|Authenticated API POST| A1 style Source fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5 style Target fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5 style Middleware fill:#f8fafc,stroke:#94a3b8,stroke-width:2px style T1 fill:#3b82f6,stroke:#fff,stroke-width:2px,color:#fff style W fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style V fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style Map fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style Retry fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style DLQ fill:#ef4444,stroke:#fff,stroke-width:1px,color:#fff style A1 fill:#e11d48,stroke:#fff,stroke-width:2px,color:#fff
When ActiveCampaign and Procore operate independently, project managers often face delays in accessing up-to-date contact information for subcontractors. For instance, when a new subcontractor is added in ActiveCampaign, this data is not automatically reflected in Procore, leading to manual data entry by the project management team. This results in wasted hours as they cross-reference lists and input data into Procore, risking errors that can affect project timelines and communication.

Top Ways to Automate ActiveCampaign & Procore

  • Automated Lead Management: Instantly sync new leads from ActiveCampaign to Procore, ensuring that your project teams have real-time access to potential clients and can respond promptly, enhancing conversion rates.
  • Streamlined Project Updates: Automatically trigger updates in ActiveCampaign whenever a project milestone is reached in Procore, keeping your clients informed and engaged without manual intervention.
  • Enhanced Reporting: Generate comprehensive reports that combine client interaction data from ActiveCampaign with project performance metrics from Procore, providing insights that drive better decision-making and strategic planning.

How to Build the ActiveCampaign → Procore Sync

  1. In ActiveCampaign, navigate to 'Automations' and create a new automation that triggers on the event 'Contact Added'.
  2. Set up a webhook in this automation that points to your Procore endpoint: https://api.procore.com/vapid/projects/{project_id}/subcontractors. Replace {project_id} with the actual project ID.
  3. In the webhook payload, ensure to include the necessary contact information such as 'first_name', 'last_name', 'email', and 'phone'. The payload should be formatted as follows: { "first_name": "John", "last_name": "Doe", "email": "john.doe@example.com", "phone": "123-456-7890" }.
  4. In Procore, ensure that your API access token is valid and has permission to insert subcontractors. Use the POST method to send the data received from the webhook to Procore.
  5. Test the integration by adding a new contact in ActiveCampaign and verifying that the data appears correctly in Procore.

Developer Warnings & API Gotchas

  • Ensure that the field names in the ActiveCampaign payload exactly match the expected field names in Procore; otherwise, the API will reject the request.
  • Be cautious with the data types; for instance, Procore may require phone numbers in a specific format, which could lead to failed inserts if not formatted correctly.
  • Watch for duplicate entries in Procore; if the same subcontractor is added multiple times in ActiveCampaign, your integration logic needs to handle this to avoid errors when inserting into Procore.

Supported API Operations

We leverage official, stable endpoints to ensure secure data transfer. No deprecated legacy routes.

  • When this happens in ActiveCampaign... Contact Added to List
    Do this in Procore Create Bid Board Project
  • When this happens in ActiveCampaign... Contact Completed WhatsApp Messaging Flow
    Do this in Procore Create Budget Change
  • When this happens in ActiveCampaign... Contact Joined Inbound WhatsApp Messaging Flow
    Do this in Procore Create Budget Line Item
  • When this happens in ActiveCampaign... Custom Object Record Deleted
    Do this in Procore Create Call Log
  • When this happens in ActiveCampaign... Deal Task Completed
    Do this in Procore Create Catalog Item

SyncMatrix Experts

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I can see you're looking at mapping ActiveCampaign to Procore. Tell me about your current setup—what's the specific bottleneck you're trying to automate right now?