Three ways to integrate Procore and Salesforce

  • May 7, 21
  • Emily Danvers

Construction businesses that want to integrate their operations on Procore and Salesforce have three main routes available. We take a look at the best ways to bring these best-of-breed platforms together in order to sync up processes, eliminate silos and save time on duplicate data entry.

We love the construction industry here at Endiem, and we are proud to partner with some of the leading lights in the sector, such as ENGIE and Mustang CAT. BUT (there’s a but), we have said this before, while some construction companies have fully engaged with digital transformation, in the main, this is one sector that is still playing catch up when it comes to technology.

One software platform that has already gained a lot of traction in the construction space, however, is Procore.

It’s a construction management software that streamlines sales to project processes and eliminates important tasks from slipping through the cracks. Procore also allows all relevant teams to view project updates or progress, even if they don't actively use the software.

We have several clients who are using both Procore and Salesforce. Why? Great question.

It comes down to best-of-breed tool selection. Salesforce excels when it comes to the sales process e.g., taking an initial lead all the way through until they are a Closed Won Opportunity. Procore, on the other hand, is primarily focused on the construction process itself, beginning with tender management. 

So fundamentally, integration would happen because a company wants to get project data from Procore matched up with Sales or other CRM information that already exists in Salesforce. This is precisely the use case for one Endiem construction customer: a lot of the data attached to selling/bidding on projects is in Salesforce. Once the project starts, the follow-on information then needs to be in Procore. Integration would ensure all this data would sync up, eliminating data silos and saving time on duplicate data entry.

Three options for integrating Procore and Salesforce

When you have made the decision to integrate these two platforms, you have several options. 

Firstly there are pre-configured integration tools available on the Salesforce AppExchange. This is an excellent option if you have a non-complex set up in Salesforce and Procore, plus an in-house Salesforce Administrator.

Alternatively, your Salesforce Developer could integrate the two using a middleware platform, for example, Mulesoft or Dell Boomi.

Finally, if your company does not have a developer on staff and/or your use case or Salesforce org is more customized or complex, this is when you get in touch with a trusted Salesforce Partner. In situations like these, having a dedicated Salesforce consultant to help guide you through the integration process, making sure your specific strategies are being designed for, and needs are being met will make a big difference when it comes to successful integration and the all-important user adoption. Consultants will make sure none of the data or steps you care so much about slip through the cracks, and you will get far better ROI from your systems. 

Endiem has several clients with large customized Salesforce instances, with particular data and requirements, most of which we helped build from the ground up. We have seen a need for our customers to have a tool to help move through the Procore integration process at a quicker rate than is currently available. If you are looking to integrate Procore and Salesforce to create more efficiency, productivity, and collaboration among users, get in touch with Endiem today. We have a very exciting, cost-effective offer for you which we can tell you more about one-to-one.