Automate Keap & Procore

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

Get This Workflow Built

Custom API Integration

Secure Data Transfer

Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["Keap"]
        T1(["Get Affiliates"])
    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 Keap and Procore operate independently, project managers often face delays in accessing client information needed for timely decision-making. For instance, when a new lead is added to Keap, the associated project details may not be updated in Procore, leading to confusion during project kickoff meetings. The sales team wastes hours manually entering lead data into Procore, risking errors and miscommunication about project timelines and client expectations.

Top Ways to Automate Keap & Procore

Automated Lead Management: Instantly sync new leads from Keap to Procore, ensuring that project managers have immediate access to client information, enabling faster project initiation and improved customer engagement.
Streamlined Invoicing: Automatically generate and send invoices from Procore based on project milestones and client agreements captured in Keap, reducing manual entry and accelerating cash flow.
Real-Time Project Updates: Facilitate seamless communication between sales and project teams by automatically updating project statuses in Keap based on changes made in Procore, ensuring everyone is aligned and informed throughout the project lifecycle.

How to Build the Keap → Procore Sync

In Keap, configure a Standard Webhook to trigger on the 'Contact Created' event. Set the webhook URL to your server endpoint that will handle the incoming data.
In your server, listen for the webhook payload which includes fields like 'firstName', 'lastName', 'email', and 'phone'.
Extract the relevant data from the webhook payload. For example, create a JSON object with the structure: {"name": " ", "email": "", "phone": ""}.
Using the Procore REST API, make a POST request to the endpoint '/projects/{project_id}/contacts' with the extracted JSON object. Replace {project_id} with the actual project ID where the contact should be added.
Ensure to handle the response from Procore to confirm successful insertion or log any errors for troubleshooting.

Developer Warnings & API Gotchas

Ensure that the 'project_id' used in the Procore API call is valid and corresponds to an active project; otherwise, the API will return a 404 error.
Be cautious with data types; for example, Procore may expect the phone number in a specific format (e.g., E.164), so validate the format before sending the API request.
When mapping fields, ensure that any custom fields in Procore are accounted for, as missing required fields can lead to a failed API request.

Supported API Operations

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

When this happens in Keap... Get Affiliates

Do this in Procore Create Bid Board Project
When this happens in Keap... Get Companies

Do this in Procore Create Budget Change
When this happens in Keap... Get Contact

Do this in Procore Create Budget Line Item
When this happens in Keap... Get Custom Fields

Do this in Procore Create Call Log
When this happens in Keap... Get Tags

Do this in Procore Create Catalog Item

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