Automate Procore & Pipedrive

Stop paying for mismatched spreadsheets. Sync data between Procore and Pipedrive 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 ["Pipedrive"]
        A1(["Add Discount to Deal"])
    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 Pipedrive operate independently, project details such as budget estimates and timelines are often manually entered into Pipedrive by the sales team after a project is created in Procore. This manual entry can lead to discrepancies, such as incorrect budget figures or missed deadlines, which can result in lost sales opportunities. The project management team spends excessive time reconciling these differences, leading to frustration and potential revenue loss.

Top Ways to Automate Procore & Pipedrive

Automated Lead Tracking: Instantly sync new leads from Pipedrive to Procore, ensuring that project managers have immediate access to potential clients and can prioritize follow-ups based on project timelines.
Real-Time Project Updates: Automatically update Pipedrive with the latest project milestones from Procore, providing sales teams with accurate information to inform client communications and improve forecasting.
Streamlined Reporting: Generate comprehensive reports that combine sales data from Pipedrive and project performance metrics from Procore, enabling stakeholders to make informed decisions based on a holistic view of business operations.

How to Build the Procore → Pipedrive Sync

Set up a webhook in Procore to listen for the 'New Project' event. This will trigger when a new project is created.
Extract the relevant payload data from the webhook, focusing on fields such as 'project_name', 'project_id', 'budget', and 'start_date'.
Use the Pipedrive API endpoint POST /v1/deals to insert a new deal. Construct your JSON body with the extracted data: {"title": "{project_name}", "value": "{budget}", "start_date": "{start_date}", "custom_fields": {"procore_id": "{project_id}"}}.
Test the integration to ensure that new projects in Procore create corresponding deals in Pipedrive with the correct data.

Developer Warnings & API Gotchas

Ensure that the 'budget' field in Procore is formatted correctly for Pipedrive; any discrepancies in data types (e.g., string vs. integer) can cause API errors.
Be cautious of the 'start_date' format; Procore may use a different date format than Pipedrive, leading to failed API requests if not standardized.
Check for duplicate entries in Pipedrive by implementing logic to verify if a project with the same 'procore_id' already exists before creating a new deal.

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 Pipedrive Add Discount to Deal
When this happens in Procore... List of Admin - Company Offices

Do this in Pipedrive Add Follower
When this happens in Procore... List of Admin - Form Template

Do this in Pipedrive Add Label to Person
When this happens in Procore... List of Admin - Programs

Do this in Pipedrive Add Product Variation
When this happens in Procore... List of Admin - Project Bid Types

Do this in Pipedrive Add Product to Deal

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