Below, you’ll find a guide on how to perform a two-way Contact sync between Salesforce and Procore. This process will allow users to keep Contacts between these two sources in sync.
Steps for Syncing Salesforce with a Procore:
1. Users will first need to log into the Cirahub Dashboard and select Contacts as the object they want to sync. From there, they will need to select CRMs and Salesforce as the source type for their Contact spoke. CiraHub will prompt the user to enter their Salesforce CRM credentials and start the Hub & Spoke process. For more information on how to link your Salesforce account and creating your hub, read more here.
2. Users will then need to attach an additional spoke to add Procore contacts within their tenant or another tenant. 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. More information on attaching a Procore spoke to an existing Hub can be found here.
Custom Field Mapping
CRM Contact Sync
Why Use CiraHub?
Salesforce is an effective CRM tool for support, marketing, and advertising teams worldwide. Users from different tenants can share contacts and get updates in real-time by using CiraHub to sync Salesforce CRM contacts with Procore. Companies are using CiraHub to streamline their operations by syncing contacts between various CRM applications such as Salesforce and Procore. CiraHub keeps contacts in perfect sync between the Salesforce and Procore, 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.