Home > CiraHub Support > How to Enable Two-Way CRM Contact Sync Between Procore and a Public Folder

This article will outline how to enable two-way CRM contact sync with Procore and a Office 365 Public Folder. Cirahub consolidates numerous data sources from multiple platforms ensuring that the information remains consistent across devices and software. 

  1. First, Log in to CiraHub. You will be taken to the onboarding wizard. (See figure below.) Next, select the object you want to sync. In this example the contacts object has been selected. Calendar and Contact Selection
  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.) CRM Select Source Type of Contact Spoke
  3. Select Procore as the contact spoke type.
  4. Click “Sign in” with Procore.
  5. Sign in with your Procore Email and Password.
  6. Type in a Spoke name and click next.
  7. Type in a Hub name and click next.
  8. Select Office 365 In my tenant and Select Public Folder as the source type of your contact Spoke portion of the wizard will appear. (See figure below.)
  9. Select which Public Folder to Sync.Select which Public Folder to Sync.
  10. Type in a Spoke Name and Click Create. Type in Spoke Name
  11. Next, right click your spoke, and select “Sync Options”. From there you will be taken to a new window, click the box which says, “Allow Hub to create and sync items in this spoke.” This will enable 2-way synchronization between the Hub and your spoke. Next, right click your spoke, and select “Sync Options”. 
  12. 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.Click on “Allow Hub” to create and sync items in this spoke.
  13. Click the Advanced tab to set up contact filtering settings. This would enable a user to synchronize and create Hub items based on specific criteria. Find out more about contact filtering here. Hubspot Advanced
  14. Click on “Sync now” in order to enable 2-way synchronization for the current spoke. You can also edit any synchronization options for each of your spokes down below. Click on “Sync now” in order to enable 2-way synchronization

    More About CiraHub! 

    CiraHub is a two-way sync platform for shared contacts and calendars for Microsoft Office 365, Exchange Server, and other Microsoft Enterprise Applications users. The software is designed to make it easy for people lacking IT expertise to set up shared contact and calendar sync for their company. For more information check out the FAQ page and our CiraHub Onboarding Guide.