Automate Procore & Salesforce

Stop paying for mismatched spreadsheets. Sync data between Procore and Salesforce 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 ["Salesforce"]
        A1(["Add Contact to Campaign"])
    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 Salesforce operate independently, project managers often face delays in accessing real-time project data. For instance, when a new project is created in Procore, the corresponding client information must be manually entered into Salesforce. This results in discrepancies in project timelines and client details, leading to wasted hours as project coordinators duplicate efforts to reconcile data between systems. The sales team becomes frustrated when they cannot access the latest project updates, hindering their ability to provide accurate information to clients.

Top Ways to Automate Procore & Salesforce

Automated Project Updates: Sync project milestones and status updates from Procore directly into Salesforce, ensuring your sales team has real-time access to the latest project information, enhancing client communication and trust.
Streamlined Lead Management: Automatically convert project leads from Salesforce into Procore projects, reducing manual entry and ensuring that no potential opportunity is overlooked, while keeping your project pipeline organized.
Integrated Reporting: Generate comprehensive reports that pull data from both Procore and Salesforce, providing stakeholders with a unified view of project performance and sales metrics, enabling informed decision-making.

How to Build the Procore → Salesforce Sync

Set up a webhook in Procore to listen for the 'New Project' event. This webhook will trigger when a new project is created.
Configure the webhook to send a payload containing essential project details such as 'project_id', 'project_name', 'client_name', and 'start_date' to your integration endpoint.
Create a REST API endpoint in your integration layer to receive the webhook payload from Procore.
Extract the relevant data from the incoming JSON payload, ensuring you capture 'project_id', 'project_name', 'client_name', and 'start_date'.
Use the Salesforce REST API to insert a new record into the 'Project__c' object. Construct a POST request to the '/services/data/vXX.0/sobjects/Project__c/' endpoint with the following JSON body: {"Name": "{project_name}", "Client_Name__c": "{client_name}", "Start_Date__c": "{start_date}", "Procore_ID__c": "{project_id}"}.
Test the integration by creating a new project in Procore and verifying that the corresponding record appears in Salesforce.

Developer Warnings & API Gotchas

Ensure that the 'project_id' from Procore is mapped correctly to a custom field in Salesforce, as mismatches can lead to orphaned records.
Be aware of the data types; for instance, 'start_date' in Procore may need to be formatted to match Salesforce's date format requirements.
Consider the implications of duplicate project entries; implement logic to check for existing projects in Salesforce before creating a new record to avoid duplicates.

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 Salesforce Add Contact to Campaign
When this happens in Procore... List of Admin - Company Offices

Do this in Salesforce Add File to Record
When this happens in Procore... List of Admin - Form Template

Do this in Salesforce Add Lead to Campaign
When this happens in Procore... List of Admin - Programs

Do this in Salesforce Call Apex REST
When this happens in Procore... List of Admin - Project Bid Types

Do this in Salesforce Convert Lead to Contact

SyncMatrix Experts

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