Automate Salesforce & Procore

Stop paying for mismatched spreadsheets. Sync data between Salesforce and Procore 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 ["Salesforce"]
        T1(["Closed Opportunity Legacy"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[CRON API
Poller] --> V{Validation
& Auth}
        V -->|Fail| DLQ[Dead Letter
Queue]
        V -->|Pass| Map[Data Mapping
& Transformation]
        Map --> Retry[Rate Limiting
& Retries]
    end
    
    subgraph Target ["Procore"]
        A1(["Create Bid Board Project"])
    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 Salesforce and Procore operate independently, critical project data often falls through the cracks. For instance, when a sales team closes a deal in Salesforce, the project details, including timelines and budgets, may not automatically transfer to Procore. This results in project managers manually entering data into Procore, leading to potential errors in project estimates and delays in execution. Consequently, the project management team wastes hours double-checking and correcting data that should have been accurately transferred from the start.

Top Ways to Automate Salesforce & Procore

Automated Lead Tracking: Instantly sync leads from Salesforce to Procore, ensuring project managers have access to the latest sales opportunities and can prioritize projects based on real-time data.
Streamlined Contract Management: Automatically update contract details in Procore when changes are made in Salesforce, reducing the risk of errors and ensuring all stakeholders are working with the most current information.
Real-Time Reporting: Generate comprehensive reports that pull data from both platforms, providing insights into sales performance and project progress, enabling informed decision-making and strategic planning.

How to Build the Salesforce → Procore Sync

In Salesforce, set up a Standard Webhook to trigger on the 'Opportunity Stage Change' event.
Configure the webhook to send a payload that includes the Opportunity ID, Project Name, Estimated Start Date, and Estimated Budget.
In Procore, identify the endpoint for project creation: POST /projects.
Map the webhook payload to the Procore API by extracting the Opportunity ID, Project Name, Estimated Start Date, and Estimated Budget from the webhook data.
Use the Procore API to create a new project by sending a POST request to the /projects endpoint with the mapped data.

Developer Warnings & API Gotchas

Ensure that the Opportunity ID from Salesforce is formatted correctly to match Procore's project ID requirements; mismatched formats can lead to failed API calls.
Be aware that Procore requires specific fields to be populated for project creation; if any required fields are missing from the Salesforce payload, the API will return an error.
Consider the timing of the webhook trigger; if multiple opportunities are updated simultaneously, ensure that your integration can handle concurrent requests without data loss.

Supported API Operations

We leverage official, stable endpoints to ensure secure data transfer. No deprecated legacy routes.

When this happens in Salesforce... Closed Opportunity (Legacy)

Do this in Procore Create Bid Board Project
When this happens in Salesforce... Fetch Custom Actions

Do this in Procore Create Budget Change
When this happens in Salesforce... Get Accounts

Do this in Procore Create Budget Line Item
When this happens in Salesforce... Get Campaigns

Do this in Procore Create Call Log
When this happens in Salesforce... Get Contacts

Do this in Procore Create Catalog Item

SyncMatrix Experts

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