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Integration

AEC Integrations maintained

How Procore Project Management and Followup CRM exchange data

Procore Project Management Procore Technologies Followup CRM Followup CRM

4 types of data shared

FollowUp CRM "Push to Procore"

Direction:Inbound4 types of data

FollowUp CRM pushes awarded projects, companies, and contacts into Procore when a job is won, so PMs start with full sales context. Source-side "Push to Procore" flow (distinct from the reverse Procore→FollowUp pull edge).

At a glance

How you get it
PartnerOffered by Followup CRM
←

Receives from Followup CRM

  • Bids & Tenders Listed by AEC Integrations
  • RFIs Listed by AEC Integrations
  • Documents Listed by AEC Integrations
  • Directory & Contacts Listed by AEC Integrations

Partner

Direction:Outbound2 types of data

Followup CRM pulls projects, companies/contacts, and files from Procore into the CRM (Procore → Followup CRM), keeping the bid-log/CRM in sync with awarded Procore projects. Reverse of the Followup→Procore "Push to Procore" edge.

At a glance

How you get it
Offered by Followup CRM
→

Sends to Followup CRM

  • Documents Listed by AEC Integrations
  • Directory & Contacts Listed by AEC Integrations

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