Copper
Procore

Copper and Procore Integration

Seamlessly connect Copper CRM with Procore to streamline your construction project management and customer relationship workflows.

Explore Triggers and Actions

New Opportunity (Instant)
Trigger new event when a new opportunity is created in Copper
New Lead (Instant)
Trigger new event when a new lead is created in Copper
New Person (Instant)
Trigger new event when a person object is newly created in Copper
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

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.
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.
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.

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What can Ayudo do with Copper and Procore?

The Copper and Procore integration empowers construction teams and sales professionals to synchronize project data and client information effortlessly. By linking Copper's intuitive CRM capabilities with Procore's robust construction management platform, users can automate data sharing, improve communication, and enhance project visibility from lead to completion. This integration reduces manual data entry, ensures real-time updates, and helps teams deliver projects on time while maintaining strong client relationships.

Connect
Copper
and
Procore
to streamline your company's workflows, automate tasks, and boost productivity.

Frequently asked questions

What benefits does the Copper and Procore integration provide?

This integration streamlines workflows by automatically syncing project and client data between Copper and Procore, reducing manual entry, improving data accuracy, and enhancing collaboration between sales and project teams.

How does the integration handle data synchronization between Copper and Procore?

Data such as contacts, project details, and communication logs are synchronized in real-time or on a scheduled basis, ensuring both platforms have up-to-date information accessible to all relevant team members.

Is technical expertise required to set up the Copper and Procore integration?

No, the integration is designed for easy setup with guided steps and user-friendly interfaces. However, support is available if you need assistance during the configuration process.

Can I customize which data fields sync between Copper and Procore?

Yes, users can configure which specific data fields and objects to sync, allowing you to tailor the integration to your team's unique workflows and data needs.

Does the integration support real-time updates for ongoing projects?

Yes, the integration supports real-time or near real-time updates, ensuring that changes in project status, client communications, and other critical information are reflected promptly across both platforms.

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