Below you’ll find a guide on how to two-way contact sync multiple Procore sources. CiraHub offers reliable CRM sync for the most popular CRMs. It helps users to consolidate information from numerous sources, ensuring that the information remains consistent across devices and software.
How to Contact Sync Multiple Procore Sources:
Step 1: Users will first need to log into the CiraHub Dashboard and select contacts as the object they want to sync. Then select contacts as the object to sync and Procore as the source type for your contact spoke. This will prompt the user to then sign into their Procore account and configure their sync settings to enable a two-way sync.
Step 2: Users will then need to add an additional spoke, which will contain contacts from a separate Procore account. Select contacts as the object to sync and Procore as the source type for your contact spoke. This will prompt the user to sign into the new Procore account and configure the sync settings of each Spoke to enable a two-way sync.
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Custom Field Mapping
CRM Contact Sync
Why Use CiraHub?
Procore is an all-in-one project management tool that was created to help organizations deliver high-quality projects in a safe, timely, and cost-effective manner. Users can utilize this cloud-based platform to house apps, documents, and client information to manage projects with comprehensive visibility. With CiraHub you can keep contacts in perfect sync between multiple Procore sources, so users wont have to manage contacts in two different locations. Down below you will find even more tutorials on how to two-way contact sync with different applications.