Close + Procore Integration | Streamline Construction Sales & Project Management

Explore Triggers and Actions

New Custom Event

Trigger new event when the configured types of events are triggered.

New Lead Status Change

Trigger new event when a Lead's status is changed

New Lead

Trigger new event when a new Lead is created

New Opportunity

Trigger new event when a new Opportunity is created

Create Incident

Create a new incident.

Create Manpower Log

Create a new manpower log.

Create RFI

Create a new RFI.

Create Submittal

Create a new submittal.

Create Timesheet

Create a new timesheet.

How it works

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Add your support channel as a trigger

Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.

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Connect your apps

Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.

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Connect it to your tools

Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

What can Ayudo do with Close and Procore?

The Close and Procore integration empowers construction teams and sales professionals to synchronize project data and customer interactions effortlessly. By linking Close’s powerful CRM capabilities with Procore’s robust construction management platform, users can automate lead tracking, update project statuses in real-time, and enhance collaboration across teams. This integration reduces manual data entry, improves communication, and accelerates project delivery from sales to completion.

Frequently asked questions

What benefits does the Close and Procore integration provide?

This integration centralizes customer and project information, automates data syncing between sales and construction teams, and enhances visibility into project progress directly from your CRM, helping you close deals faster and manage projects more efficiently.

How does data synchronization work between Close and Procore?

Once connected, key data such as leads, contacts, project details, and status updates automatically sync between Close and Procore, ensuring both sales and project teams have access to the latest information without manual updates.

Is the integration easy to set up?

Yes, the integration features a user-friendly setup process with step-by-step guidance. You can connect your Close and Procore accounts quickly without requiring technical expertise.

Can I customize which data syncs between Close and Procore?

Absolutely. The integration allows you to configure which fields and data points are shared, so you can tailor the sync to fit your specific business processes and workflows.

Does this integration support real-time updates?

Yes, the Close and Procore integration supports real-time data syncing, ensuring your teams always have up-to-date information for timely decision-making and project management.

Close and Procore Integration

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Close and Procore?

Frequently asked questions

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