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Integration

AEC Integrations maintained

How Procore Project Management and Salesforce exchange data

Procore Project Management Procore Technologies Salesforce Salesforce

3 types of data shared

Salesforce by PlusApps (Majente)

Direction:Both

Third-party integration (PlusApps/Majente) connecting Salesforce CRM with Procore. On winning a Salesforce Opportunity, users create a Procore project (Opportunity name, Account, and Amount populate the project). Budget, schedule, and milestone data flow back from Procore into Salesforce in real time; accounts and contacts sync bidirectionally.

At a glance

How you get it
Partner
→

Sends to Salesforce

  • Budgets Listed by AEC Integrations
  • Schedules Listed by AEC Integrations
⇄

Syncs both ways

  • Directory & Contacts Listed by AEC Integrations

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