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Zapier makes it easy to integrate HubSpot with Procore - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event
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2. Choose action
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1. Select the event
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Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Company" from HubSpot.

Add your action

An action happens after the trigger—such as "Create Worker - Company" in Procore.

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Zapier seamlessly connects HubSpot and Procore, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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Practical ways you can use HubSpot and Procore

Sync new projects with contacts

When a new project is created in Procore, Zapier automatically creates a matching company record in HubSpot. This ensures all departments are aligned and have up-to-date project details under the correct customers, saving time and reducing errors.

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Track form submissions for engagement

When a new form is created in Procore, Zapier tracks engagement in HubSpot automatically by logging the form details under the respective company's record. This ensures seamless record-keeping and visibility into client engagement at each project phase.

Project Management
Link new deals to projects

When a new deal is marked as won in HubSpot, Zapier creates a corresponding project in Procore. This streamlines handover to project teams, aligns sales and operations, and eliminates manual data entry, improving efficiency.

Sales Ops

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Frequently Asked Questions about HubSpot + Procore integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with HubSpot and Procore

What triggers are available when integrating HubSpot with Procore?

When integrating HubSpot with Procore, you can use various triggers such as new contact creation in HubSpot, updates to existing contacts, or project updates in Procore. These triggers allow you to automate actions like sending information between the two platforms instantly when certain conditions are met.

Can I automate the creation of projects in Procore based on HubSpot deals?

Yes, our integration allows you to automate the creation of new projects in Procore whenever a deal is won or a specific stage is reached in HubSpot. This ensures that your project teams are promptly informed and ready to start work without manual data entry.

How do updates in Procore reflect back into HubSpot using the integration?

With our integration, updates made on a project or contact in Procore can automatically update records on the corresponding entity in HubSpot. You set up these actions so that important changes are communicated back seamlessly.

Is it possible to sync contact information between HubSpot and Procore?

Absolutely. You can sync contacts by setting up automated workflows that trigger whenever there is a new contact added or an existing contact updated in either HubSpot or Procore. This keeps your data consistent across platforms.

What actions can be triggered in HubSpot based on events happening within Procore?

Events such as project completions or budget approvals within Procore can trigger actions like sending marketing emails from HubSpot or updating customer relationship management records accordingly.

Can I customize my own workflows when integrating these two platforms?

We provide the flexibility to customize workflows according to your business needs. You can select specific triggers and tailor the automation process so that it fits exactly how your teams operate.

Are there any data limitations when transferring information between HubSpot and Procore?

While we strive for comprehensive integration, there may be limitations based on data format compatibility and API restrictions from either platform. It's essential to review these aspects during setup to ensure smooth operation.

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About HubSpot
HubSpot is your all-in-one stop for all of your marketing software needs.
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About Procore
Procore is a construction project management platform built in the cloud.
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