Automate Procore & ActiveCampaign

Stop paying for mismatched spreadsheets. Sync data between Procore and ActiveCampaign 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 ["Procore"]
        T1(["List company vendors"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[Webhook
Listener] --> V{Validation
& Auth}
        V -->|Fail| DLQ[Dead Letter
Queue]
        V -->|Pass| Map[Data Mapping
& Transformation]
        Map --> Retry[Rate Limiting
& Retries]
    end
    
    subgraph Target ["ActiveCampaign"]
        A1(["Add Contact Note"])
    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 Procore and ActiveCampaign operate in isolation, project details such as client contact information and project timelines often require manual entry by the marketing team. For instance, when a new project is created in Procore, the marketing team must manually input this information into ActiveCampaign to initiate targeted campaigns. This not only wastes valuable time but also increases the risk of human error, such as incorrect project names or misaligned timelines, which can lead to miscommunication with clients and ineffective marketing strategies.

Top Ways to Automate Procore & ActiveCampaign

Automated Project Updates: Seamlessly sync project milestones from Procore to ActiveCampaign, ensuring your marketing team is always informed about project progress and can tailor communications accordingly.
Lead Nurturing Campaigns: Automatically trigger targeted email campaigns in ActiveCampaign based on project phases in Procore, allowing for timely follow-ups and engagement with potential clients.
Client Feedback Collection: Integrate client feedback forms in ActiveCampaign that are automatically sent out after project completion in Procore, enabling continuous improvement and enhanced client satisfaction.

How to Build the Procore → ActiveCampaign Sync

In Procore, set up a webhook to listen for the 'New Project' event. The endpoint URL should be configured to point to your integration service.
In your integration service, extract the relevant payload data from the incoming webhook, specifically the 'project_name', 'client_email', and 'project_start_date'.
Use the ActiveCampaign API to insert this data. Make a POST request to the /api/3/contact/sync endpoint.
In the POST request, include the extracted data in the request body as follows: {"contact": {"email": "client_email", "firstName": "client_first_name", "lastName": "client_last_name", "fieldValues": [{"field": "project_name_field_id", "value": "project_name"}, {"field": "project_start_date_field_id", "value": "project_start_date"}]}}.
Test the integration by creating a new project in Procore and verifying that the corresponding contact is created in ActiveCampaign with the correct details.

Developer Warnings & API Gotchas

Ensure that the field IDs for 'project_name_field_id' and 'project_start_date_field_id' in ActiveCampaign are correctly mapped to avoid data insertion errors.
Be cautious of the data types; for example, 'project_start_date' should be formatted as YYYY-MM-DD to match ActiveCampaign's expected input.
Verify that the email address extracted from Procore is valid and not already existing in ActiveCampaign to prevent duplication issues during the sync process.

Supported API Operations

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

When this happens in Procore... List company vendors

Do this in ActiveCampaign Add Contact Note
When this happens in Procore... List of Admin - Company Offices

Do this in ActiveCampaign Add Contact to Account
When this happens in Procore... List of Admin - Form Template

Do this in ActiveCampaign Add Deal Pipeline
When this happens in Procore... List of Admin - Programs

Do this in ActiveCampaign Add Deal Stage
When this happens in Procore... List of Admin - Project Bid Types

Do this in ActiveCampaign Add Deal Task Type

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