{"id":53586,"date":"2024-03-12T04:47:40","date_gmt":"2024-03-12T12:47:40","guid":{"rendered":"https:\/\/cirahub.com\/?p=53586"},"modified":"2024-03-13T10:22:17","modified_gmt":"2024-03-13T18:22:17","slug":"two-way-sync-contacts-deal-cloud-and-procore","status":"publish","type":"post","link":"https:\/\/cirahub.com\/fr\/support\/two-way-sync-contacts-deal-cloud-and-procore\/","title":{"rendered":"How to\u00a0Two-Way Sync Contacts Between Deal Cloud and Procore"},"content":{"rendered":"<p><span data-contrast=\"none\">This comprehensive article will outline how to <\/span><strong><a href=\"https:\/\/cirahub.com\/two-way-contact-sync\/\">two-way sync contacts<\/a><\/strong><span data-contrast=\"none\"> between Deal Cloud and Procore.<\/span><\/p>\n<p>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.<\/p>\n<p><span data-contrast=\"none\">Thanks to this <strong><a href=\"https:\/\/cirahub.com\/blog\/what-is-two-way-sync\/\">Two-way sync<\/a><\/strong> feature, you can:\u00a0<\/span><\/p>\n<ul>\n<li>Two-way sync <span data-contrast=\"none\">Deal Cloud <\/span>contacts with <span data-contrast=\"none\">Procore<\/span>.<\/li>\n<li>Update contacts simultaneously across the two platforms<\/li>\n<li>Without producing duplicates, CiraHub effortlessly syncs and moves data from <span data-contrast=\"none\">Deal Cloud <\/span>to <span data-contrast=\"none\">Procore<\/span>.<\/li>\n<\/ul>\n<p><span data-contrast=\"none\">\u00a0\u00a0This article will show you how to enable a two-way contact sync between <\/span><span data-contrast=\"none\">Deal Cloud <\/span><span data-contrast=\"none\">and Procore.<\/span><\/p>\n<h2 aria-level=\"2\"><span class=\"ez-toc-section\" id=\"Set_Up_a_Two-Way_Contact_Sync_Between_Deal_Cloud_and_Procore\"><\/span><strong>Set Up a Two-Way Contact Sync Between Deal Cloud and <span data-contrast=\"none\">Procore<\/span><\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span class=\"TextRun SCXW174676568 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW174676568 BCX0\">1. Log in to <\/span><span class=\"NormalTextRun SpellingErrorV2Themed SCXW174676568 BCX0\">CiraHub<\/span><span class=\"NormalTextRun SCXW174676568 BCX0\">. It will take you to the onboarding wizard. (See figure below.) Next, select the object you want to sync. In this example, the \u00ab\u00a0C<\/span><span class=\"NormalTextRun AdvancedProofingIssueV2Themed SCXW174676568 BCX0\">ontacts\u00a0\u00bb object<\/span><span class=\"NormalTextRun SCXW174676568 BCX0\"> has been selected.<\/span><\/span><span class=\"EOP SCXW174676568 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"> <img decoding=\"async\" class=\"alignnone wp-image-40642\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/04\/Screenshot-2022-03-22-at-7.23.19-PM.png\" alt=\"Hub and Spoke Setup\" width=\"512\" height=\"354\" \/><\/span><\/p>\n<p><span class=\"TextRun SCXW253371727 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW253371727 BCX0\">2. Next, start the Hub and Spoke setup. Click on \u201cCRMs\u201d 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.)<\/span><\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-54181\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2024\/01\/Screenshot-2024-03-13-141127.jpg\" alt=\"\" width=\"859\" height=\"473\" srcset=\"https:\/\/cirahub.com\/wp-content\/uploads\/2024\/01\/Screenshot-2024-03-13-141127.jpg 859w, https:\/\/cirahub.com\/wp-content\/uploads\/2024\/01\/Screenshot-2024-03-13-141127-480x264.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 859px, 100vw\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>3. Select Deal Cloud as the contact spoke type.<\/p>\n<p><img decoding=\"async\" class=\"\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2024\/02\/select-dealforce.jpg\" width=\"713\" height=\"527\" \/><\/p>\n<p>4. Type in Deal Cloud API Access information to sync its account data to CiraHub.<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-53535\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2024\/02\/Screenshot-2024-02-15-142615.jpg\" alt=\"\" width=\"722\" height=\"526\" srcset=\"https:\/\/cirahub.com\/wp-content\/uploads\/2024\/02\/Screenshot-2024-02-15-142615.jpg 722w, https:\/\/cirahub.com\/wp-content\/uploads\/2024\/02\/Screenshot-2024-02-15-142615-480x350.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 722px, 100vw\" \/><\/p>\n<p>5. Type in a Spoke name and click Create.<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-53550\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2024\/02\/Screenshot-2024-02-15-171630.jpg\" alt=\"\" width=\"680\" height=\"498\" srcset=\"https:\/\/cirahub.com\/wp-content\/uploads\/2024\/02\/Screenshot-2024-02-15-171630.jpg 680w, https:\/\/cirahub.com\/wp-content\/uploads\/2024\/02\/Screenshot-2024-02-15-171630-480x351.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 680px, 100vw\" \/><\/p>\n<p><span data-contrast=\"none\">6. Select the option to add an Additional Spoke.<\/span><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/07\/nnl.jpg\" \/><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Step_2_Create_a_Spoke_for_Procore\"><\/span>Step 2: Create a Spoke for Procore<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><iframe title=\"Procore V1\" src=\"https:\/\/player.vimeo.com\/video\/852446586?dnt=1&amp;app_id=122963\" width=\"1080\" height=\"608\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture; clipboard-write\"><\/iframe><\/p>\n<p><strong>7. Select <\/strong>the option to add an Additional Spoke<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-41352\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/06\/1-add-spoke.jpg\" alt=\"\" width=\"712\" height=\"430\" srcset=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/06\/1-add-spoke.jpg 712w, https:\/\/cirahub.com\/wp-content\/uploads\/2022\/06\/1-add-spoke-480x290.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 712px, 100vw\" \/><\/p>\n<p>8. Click on \u201cCRMs\u201d 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.)<\/p>\n<p><img decoding=\"async\" class=\"\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/02\/choose-contact-spoke.jpg\" alt=\"Select Source Type of Contact Spoke\" width=\"571\" height=\"313\" \/><\/p>\n<p>9. Next, select <span class=\"TextRun SCXW42007347 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><a href=\"http:\/\/procore.com\"><span class=\"NormalTextRun SpellingErrorV2 SCXW42007347 BCX0\">Procore<\/span><\/a><\/span> as the source type for your second contact spoke.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-41476\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/07\/select-procore.jpg\" alt=\"\" width=\"973\" height=\"678\" srcset=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/07\/select-procore.jpg 973w, https:\/\/cirahub.com\/wp-content\/uploads\/2022\/07\/select-procore-480x334.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 973px, 100vw\" \/><\/p>\n<p><span class=\"TextRun SCXW42007347 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW42007347 BCX0\">10. Click \u201c<strong>Sign in<\/strong>\u201d with <\/span><span class=\"NormalTextRun SpellingErrorV2 SCXW42007347 BCX0\">Procore<\/span><span class=\"NormalTextRun SCXW42007347 BCX0\">.<\/span><\/span><\/p>\n<p><span class=\"EOP SCXW42007347 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240,&quot;335559740&quot;:276}\">\u00a0<img decoding=\"async\" class=\"alignnone size-full wp-image-41480\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/07\/sign-in-with-procore.jpg\" alt=\"\" width=\"970\" height=\"672\" srcset=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/07\/sign-in-with-procore.jpg 970w, https:\/\/cirahub.com\/wp-content\/uploads\/2022\/07\/sign-in-with-procore-480x333.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 970px, 100vw\" \/><\/span><\/p>\n<p><span class=\"TextRun SCXW108051822 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW108051822 BCX0\">11. In order to <span class=\"TextRun SCXW89754526 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW89754526 BCX0\"><a href=\"https:\/\/cirahub.com\/two-way-procore-sync\/\">two-way sync Procore contacts, <\/a><\/span><\/span>sign in with your Procore <\/span><span class=\"NormalTextRun SCXW108051822 BCX0\">Email and Password.<\/span><\/span><\/p>\n<p><span class=\"EOP SCXW108051822 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240,&quot;335559740&quot;:276}\"> <img decoding=\"async\" class=\"alignnone size-full wp-image-41484\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/07\/enter-procore-sign-in-info.jpg\" alt=\"\" width=\"1203\" height=\"991\" srcset=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/07\/enter-procore-sign-in-info.jpg 1203w, https:\/\/cirahub.com\/wp-content\/uploads\/2022\/07\/enter-procore-sign-in-info-980x807.jpg 980w, https:\/\/cirahub.com\/wp-content\/uploads\/2022\/07\/enter-procore-sign-in-info-480x395.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1203px, 100vw\" \/><\/span><\/p>\n<p><span class=\"TextRun SCXW17241764 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW17241764 BCX0\">12. Type in a Spoke name and click next.<\/span><\/span><\/p>\n<p><span class=\"TextRun SCXW17241764 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW17241764 BCX0\">\u00a0<\/span><\/span><span class=\"EOP SCXW17241764 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"> <img decoding=\"async\" class=\"alignnone size-full wp-image-41488\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/07\/procore-spoke-name.jpg\" alt=\"\" width=\"976\" height=\"667\" srcset=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/07\/procore-spoke-name.jpg 976w, https:\/\/cirahub.com\/wp-content\/uploads\/2022\/07\/procore-spoke-name-480x328.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 976px, 100vw\" \/><\/span><\/p>\n<p><span class=\"TextRun SCXW89754526 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW89754526 BCX0\">13. Type in a Hub name and click next.<\/span><\/span><\/p>\n<p><span class=\"TextRun SCXW89754526 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW89754526 BCX0\">\u00a0<\/span><\/span><span class=\"EOP SCXW89754526 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240,&quot;335559740&quot;:276}\"><img decoding=\"async\" class=\"alignnone size-full wp-image-41492\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/07\/procore-hubname.jpg\" alt=\"\" width=\"973\" height=\"672\" srcset=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/07\/procore-hubname.jpg 973w, https:\/\/cirahub.com\/wp-content\/uploads\/2022\/07\/procore-hubname-480x332.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 973px, 100vw\" \/><\/span><\/p>\n<p>14. Next, right-click your spoke, and select \u201cSync Options\u201d.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-40911\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/05\/sync-options.jpg\" alt=\"Sync Options\" width=\"483\" height=\"462\" srcset=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/05\/sync-options.jpg 483w, https:\/\/cirahub.com\/wp-content\/uploads\/2022\/05\/sync-options-480x459.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 483px, 100vw\" \/><\/p>\n<p><span class=\"TextRun SCXW76201369 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW76201369 BCX0\">15. Click on \u201cAllow Hub\u201d to create and sync items in this spoke. This will enable two-way synchronization from the endpoint to the hub database and back.<\/span><\/span><\/p>\n<p><span class=\"TextRun SCXW76201369 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW76201369 BCX0\"><img decoding=\"async\" class=\"alignnone size-full wp-image-42287\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/07\/1-pc.png\" alt=\"procure allow hub to sync\" width=\"864\" height=\"291\" srcset=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/07\/1-pc.png 864w, https:\/\/cirahub.com\/wp-content\/uploads\/2022\/07\/1-pc-480x162.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 864px, 100vw\" \/><\/span><\/span><\/p>\n<p>16. Click on \u201cSync now\u201d to two-way sync Deal Cloud and Procore Contacts. You can also edit your synchronization options for each of your spokes below.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-41496\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/07\/sync-now.jpg\" alt=\"\" width=\"543\" height=\"471\" srcset=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/07\/sync-now.jpg 543w, https:\/\/cirahub.com\/wp-content\/uploads\/2022\/07\/sync-now-480x416.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 543px, 100vw\" \/><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Conclusion\"><\/span><span data-contrast=\"none\">Conclusion<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The steps above have described how to two-way sync Deal Cloud and Procore Contacts with CiraHub. <span data-contrast=\"none\">CiraHub&rsquo;s software<\/span><span data-contrast=\"none\"> makes it easy for anyone to quickly set up a <a href=\"https:\/\/cirahub.com\/two-way-crm-sync\/\">multi-way CRM sync<\/a> and more (i.e contact and calendar sync) for their company.<\/span><span data-contrast=\"none\"> <a href=\"https:\/\/cirahub.com\/get-started\/\">Start your CiraHub trial<\/a>\u00a0today!<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>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, [&hellip;]<\/p>\n","protected":false},"author":9,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"page-cirahub.php","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[17],"tags":[],"ppma_author":[374],"class_list":["post-53586","post","type-post","status-publish","format-standard","hentry","category-support"],"authors":[{"term_id":374,"user_id":9,"is_guest":0,"slug":"jon-harris","display_name":"jlh@ciraapps.com","avatar_url":"https:\/\/secure.gravatar.com\/avatar\/c8f87026173c8bb1e783c78eac6f1b77bc2bc6d4861a18f530c9baa52d7b425e?s=96&d=mm&r=g","0":null,"1":"","2":"","3":"","4":"","5":"","6":"","7":"","8":""}],"_links":{"self":[{"href":"https:\/\/cirahub.com\/fr\/wp-json\/wp\/v2\/posts\/53586","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/cirahub.com\/fr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/cirahub.com\/fr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/cirahub.com\/fr\/wp-json\/wp\/v2\/users\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/cirahub.com\/fr\/wp-json\/wp\/v2\/comments?post=53586"}],"version-history":[{"count":6,"href":"https:\/\/cirahub.com\/fr\/wp-json\/wp\/v2\/posts\/53586\/revisions"}],"predecessor-version":[{"id":54215,"href":"https:\/\/cirahub.com\/fr\/wp-json\/wp\/v2\/posts\/53586\/revisions\/54215"}],"wp:attachment":[{"href":"https:\/\/cirahub.com\/fr\/wp-json\/wp\/v2\/media?parent=53586"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/cirahub.com\/fr\/wp-json\/wp\/v2\/categories?post=53586"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/cirahub.com\/fr\/wp-json\/wp\/v2\/tags?post=53586"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/cirahub.com\/fr\/wp-json\/wp\/v2\/ppma_author?post=53586"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}