Automate Procore & Intercom

Stop paying for mismatched spreadsheets. Sync data between Procore and Intercom 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 ["Intercom"]
        A1(["Add Event Legacy"])
    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 Intercom operate independently, project updates can lead to significant communication breakdowns. For instance, when a new project is created in Procore, the project details such as name, ID, and start date may not be reflected in Intercom. This forces project managers to manually enter the same information into Intercom, wasting valuable time that could be spent on actual project management. The customer support team may also miss critical context about the project, leading to confusion when addressing client inquiries related to ongoing projects.

Top Ways to Automate Procore & Intercom

Automated Project Updates: Instantly notify clients via Intercom when key milestones are reached in Procore, ensuring they are always informed and engaged without manual effort.
Streamlined Issue Resolution: Automatically create tickets in Procore from Intercom conversations, allowing your team to address client concerns swiftly and efficiently, reducing response times and enhancing service quality.
Centralized Communication Logs: Sync communication history between Procore and Intercom, providing your team with a comprehensive view of client interactions and project status, facilitating better decision-making and collaboration.

How to Build the Procore → Intercom Sync

Set up a webhook in Procore to trigger on 'New Project'. This webhook will send a payload containing project details such as project ID, name, and start date.
Configure your server to listen for the Procore webhook at the endpoint you specified, e.g., https://your-server.com/procore/new-project.
Extract the relevant data from the webhook payload: project ID, name, and start date.
Use the Intercom REST API to create a new project entry. Make a POST request to https://api.intercom.io/projects with the following JSON body:
{"name": "[Project Name]", "id": "[Project ID]", "start_date": "[Start Date]"}
Ensure the request includes the necessary headers for authentication: Authorization: Bearer YOUR_INTERCOM_ACCESS_TOKEN and Content-Type: application/json.

Developer Warnings & API Gotchas

Ensure that the project ID from Procore is unique; otherwise, you may overwrite existing projects in Intercom unintentionally.
Pay attention to date formats; Procore may send dates in a different format than what Intercom expects, leading to potential errors in project creation.
Validate the payload size from Procore; if it exceeds the maximum limit for Intercom API requests, you may need to truncate or adjust the data accordingly.

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 Intercom Add Event (Legacy)
When this happens in Procore... List of Admin - Company Offices

Do this in Intercom Add Note
When this happens in Procore... List of Admin - Form Template

Do this in Intercom Add Tag to Contact
When this happens in Procore... List of Admin - Programs

Do this in Intercom Add Tag to User (Legacy)
When this happens in Procore... List of Admin - Project Bid Types

Do this in Intercom Add/Remove Tag on Company

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