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Procore + Salesforce

Procore + Salesforce

Procore + Salesforce integrations

Create new Procore contacts from new Salesforce records

This workflow activates when there's a new record in Salesforce, streamlining your operations by immediately creating a company contact in Procore. Enhancing your CRM processes, this automated solution links your Salesforce records directly with Procore, saving you time and reducing manual data entry tasks. Allow this workflow to seamlessly connect your business operations, increasing efficiency and productivity.

  1. When this happens...
    New Record
    New Record
    New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
  2. automatically do this!
    Create Company Contact
    Create Company Contact
    Create Company ContactCreates a new company contact.
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More things you can do with Salesforce and Procore

Discover other triggers and actions you can use with Salesforce and Procore

  • Salesforce triggers, actions, and search
    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Polling
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    • History Object
      Required
    Trigger
    Polling
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    • Salesforce Objects
      Required
    Trigger
    Polling
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    • Salesforce Object
      Required
    • Record (Optional)
    Trigger
    Polling
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  • Salesforce triggers, actions, and search
    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer
    • Salesforce Object
      Required
    Trigger
    Polling
    Try It
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About Procore
Procore is a construction project management platform built in the cloud.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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