This comprehensive article will outline how to two-way sync contacts between Deal Cloud and Procore.
Syncing contacts between Deal Cloud and Procore can significantly benefit construction companies and project management teams by streamlining communication and collaboration processes. Deal Cloud serves as a robust platform for managing deal pipelines, tracking client interactions, and facilitating deal-making processes, while Procore specializes in construction project management, offering tools for scheduling, budgeting, document management, and collaboration among project stakeholders. By integrating these platforms and syncing contacts bidirectionally, organizations can seamlessly connect their business development and project management efforts.
Thanks to this Two-way sync feature, you can:
- Two-way sync Deal Cloud contacts with Procore.
- Update contacts simultaneously across the two platforms
- Without producing duplicates, CiraHub effortlessly syncs and moves data from Deal Cloud to Procore.
This article will show you how to enable a two-way contact sync between Deal Cloud and Procore.
Set Up a Two-Way Contact Sync Between Deal Cloud and Procore
1. Log in to CiraHub. It will take you to the onboarding wizard. (See figure below.) Next, select the object you want to sync. In this example, the « Contacts » object has been selected. 
2. Next, start the Hub and Spoke setup. Click on “CRMs” as your source type for your contact spoke. (The Hub contains all synced Contacts from each spoke; a spoke can be a Public Folder, a user mailbox, the GAL or a CRM.)
3. Select Deal Cloud as the contact spoke type.
4. Type in Deal Cloud API Access information to sync its account data to CiraHub.
5. Type in a Spoke name and click Create.
6. Select the option to add an Additional Spoke.
Step 2: Create a Spoke for Procore
7. Select the option to add an Additional Spoke
8. Click on “CRMs” as your source type for your contact spoke. (The Hub contains all synced Contacts from each spoke; a spoke can be a Public Folder, a user mailbox, the GAL or a CRM.)
9. Next, select Procore as the source type for your second contact spoke.
10. Click “Sign in” with Procore.
11. In order to two-way sync Procore contacts, sign in with your Procore Email and Password.
12. Type in a Spoke name and click next.
13. Type in a Hub name and click next.
14. Next, right-click your spoke, and select “Sync Options”.
15. Click on “Allow Hub” to create and sync items in this spoke. This will enable two-way synchronization from the endpoint to the hub database and back.
16. Click on “Sync now” to two-way sync Deal Cloud and Procore Contacts. You can also edit your synchronization options for each of your spokes below.
Conclusion
The steps above have described how to two-way sync Deal Cloud and Procore Contacts with CiraHub. CiraHub’s software makes it easy for anyone to quickly set up a multi-way CRM sync and more (i.e contact and calendar sync) for their company. Start your CiraHub trial today!
