Procore logo + HubSpot logo

Automate Procore & HubSpot

Stop paying for mismatched spreadsheets. Sync data between Procore and HubSpot 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 ["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 ["HubSpot"] A1(["Add Contact to List"]) 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 Hubspot operate independently, project details such as client contacts and project timelines are often manually entered into Hubspot after being created in Procore. This manual data entry can lead to errors, such as outdated contact information or incorrect project timelines being logged. As a result, the sales and project management teams spend excessive time cross-referencing data between the two platforms, which hinders their ability to focus on client engagement and project execution.

Top Ways to Automate Procore & HubSpot

  • Automated Project Updates: Instantly sync project status updates from Procore to HubSpot, ensuring your sales and marketing teams are always informed about project milestones and timelines.
  • Lead Nurturing with Real-Time Data: Automatically trigger personalized email campaigns in HubSpot based on project progress in Procore, enhancing client engagement and improving conversion rates.
  • Streamlined Reporting: Generate comprehensive reports that combine project data from Procore with client interactions in HubSpot, providing a holistic view of project performance and client satisfaction.

How to Build the Procore → HubSpot Sync

  1. Set up a webhook in Procore to listen for the 'New Project' event. This will provide a payload containing project details such as project ID, name, and client information.
  2. Extract the relevant data from the webhook payload. Focus on the fields: 'project_id', 'project_name', and 'client_email'.
  3. Use the Hubspot API endpoint POST https://api.hubapi.com/contacts/v1/contact to insert a new contact. Ensure to include the extracted 'client_email' as the email property in the request body.
  4. Additionally, create a new project in Hubspot by using the endpoint POST https://api.hubapi.com/projects/v1/projects. Include the 'project_id' and 'project_name' in the request body to establish a connection between the two systems.

Developer Warnings & API Gotchas

  • Ensure that the 'client_email' field from Procore is validated before sending to Hubspot; invalid emails can cause the contact creation to fail.
  • Be cautious with the data types; Hubspot may expect certain fields in a specific format, such as dates for project timelines, which need to be converted from Procore's format.
  • Monitor the webhook payload size; if the project details exceed the limit set by Procore, the webhook may not trigger, leading to missed data synchronization.

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 HubSpot Add Contact to List
  • When this happens in Procore... List of Admin - Company Offices
    Do this in HubSpot Add Contact to Workflow
  • When this happens in Procore... List of Admin - Form Template
    Do this in HubSpot Create Associations
  • When this happens in Procore... List of Admin - Programs
    Do this in HubSpot Create COS Blog Post
  • When this happens in Procore... List of Admin - Project Bid Types
    Do this in HubSpot Create CRM Object

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