This comprehensive article will outline how to two-way sync contacts between Procore and your HubSpot Account.
Procore is a cloud-based software platform for construction management that aims to enhance and simplify the management of construction projects. It is extensively utilized in the building sector to improve productivity, visibility, and collaboration.
Thanks to this Two-way sync feature, you can:
- Project-related emails, contacts, and documents are all kept in one location when Google and HubSpot are synced.
- Have access to a clean and intuitive dashboard.
- Construction companies that oversee several projects at once may find this integration very helpful as it promotes efficiency a throughout all of the projects.
This article will show you how to enable a two-way sync for Procore and HubSpot.
Set Up a Two-Way Contact Sync Between Procore and HubSpot
Create a Spoke for Procore
1. To two-way sync Procore contacts with Salesforce, you’ll first need to 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.
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 Procore as the source type for your contact spoke.
4. Sign in with your Procore Email and Password.
5. Type in a Spoke name and click next.
6. To two-way sync Procore contacts, enter a Hub name and press the next button.
7. Select the option to add an Additional Spoke.
Step 2: Create a HubSpot Spoke
8. Select the option to add an Additional Spoke.
9. 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.)
10. Select “HubSpot” as the contact spoke type.
11. Click “Sign in” with HubSpot.
12. Sign in with your HubSpot Email and Password.
13. Click on the “Connect App” option to link CiraHub to your HubSpot account. This will give CiraHub access to your contacts lists and CRM data in HubSpot so you can two-way sync HubSpot contacts.
14. Type in a Spoke name and click next.
15. Type in a Hub name and click next.
Step 3: Activate Two-Way Sync
16. Next, right-click your spoke, and select “Sync Options” to sync between Procore and HubSpot.
17. Click on “Allow Hub” to two-way sync HubSpot and Procore together by creating and syncing the items within the spoke. This will enable two-way synchronization from the endpoint to the hub database and back.
18. Click on “Sync now” to enable 2-way synchronization for the current spoke. You can also edit any synchronization options for each of your spokes below.
Why Should You Two-Way Sync Your Procore and HubSpot Contacts
Start using CiraHub to sync your contact lists between Procore and HubSpot! Simply said, we make sure that all of your data is immediately synchronized between the apps, without any duplications. Two-way synchronization can help you manage your financial information, develop smarter, data-driven marketing strategies, increase sales, and boost productivity across all of your teams. CiraHub is a two-way sync platform for shared contacts and calendars for Microsoft 365, Exchange Server, and other Microsoft Enterprise Applications users. Click here to learn more about how you can start a CiraHub trial today!
