Automate Procore & Keap

Stop paying for mismatched spreadsheets. Sync data between Procore and Keap 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 ["Keap"]
        A1(["Add a Product to an Invoice"])
    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 Keap operate independently, project managers often face significant delays in client communication due to missing project details. For instance, a new project created in Procore may not automatically update client information in Keap, leading to manual data entry of project names, deadlines, and client contacts. This results in the marketing team spending hours cross-referencing spreadsheets to ensure that they have the correct project details, which could have been automatically populated, causing frustration and wasted resources.

Top Ways to Automate Procore & Keap

Automated Project Updates: Instantly sync project milestones and updates from Procore to Keap, ensuring that your clients receive timely notifications and reducing the need for manual follow-ups.
Streamlined Invoicing: Automatically generate and send invoices in Keap based on project completion data from Procore, minimizing errors and accelerating cash flow.
Enhanced Client Communication: Create automated workflows that trigger personalized email campaigns in Keap whenever a project reaches a specific phase in Procore, keeping clients engaged and informed throughout the project lifecycle.

How to Build the Procore → Keap Sync

Set up a webhook in Procore to listen for the 'New Project' event. This webhook will trigger whenever a new project is created.
Configure the webhook to send a payload that includes essential project data such as 'project_id', 'project_name', 'client_name', and 'start_date'.
In your integration layer, capture the webhook payload and extract the relevant fields needed for Keap.
Use the Keap REST API to insert the new project data. Make a POST request to the endpoint '/contacts' with the following JSON body: { 'given_name': 'Client Name', 'last_name': 'Client Last Name', 'company': 'Project Name', 'custom_fields': { 'project_id': 'extracted_project_id', 'start_date': 'extracted_start_date' } }.
Ensure that the integration layer confirms a successful response from Keap to handle any errors appropriately.

Developer Warnings & API Gotchas

Ensure that the 'project_id' in Procore is mapped correctly to a custom field in Keap; otherwise, you may end up with duplicate entries or incorrect associations.
Be cautious with date formats; Procore may send dates in ISO 8601 format, while Keap might require a different format, leading to potential data import errors.
Consider the timing of the webhook trigger; if multiple projects are created in quick succession, ensure your integration can handle batch processing or queuing to avoid data loss.

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 Keap Add a Product to an Invoice
When this happens in Procore... List of Admin - Company Offices

Do this in Keap Create Company
When this happens in Procore... List of Admin - Form Template

Do this in Keap Create Invoice
When this happens in Procore... List of Admin - Programs

Do this in Keap Create Note
When this happens in Procore... List of Admin - Project Bid Types

Do this in Keap Create Product

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