Pipedrive
Procore

Pipedrive and Procore Integration

Seamlessly connect your sales pipeline with construction project management for enhanced efficiency and collaboration.

Explore Triggers and Actions

New Deal (Instant)
Trigger new event when a new deal is created.
New Person (Instant)
Trigger new event when a new person is created.
Deal Updated (Instant)
Trigger new event when a deal is updated.
Lead Updated (Instant)
Trigger new event when a lead is updated.
Person Updated (Instant)
Trigger new event when a person is updated.
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.

Popular App Usecases

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What can Ayudo do with Pipedrive and Procore?

The Pipedrive and Procore integration bridges the gap between your sales and construction teams by syncing leads, contacts, and project details in real time. This powerful connection ensures that your sales opportunities in Pipedrive translate smoothly into actionable projects in Procore, streamlining workflows and improving communication across departments.

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

Frequently asked questions

What does the Pipedrive and Procore integration do?

It synchronizes your sales data from Pipedrive with your construction project management in Procore, allowing teams to access up-to-date information and collaborate more effectively throughout the project lifecycle.

How does the integration improve project management?

By automatically transferring relevant sales information such as client details, deal stages, and project specs into Procore, the integration reduces manual data entry and ensures that project teams have accurate, timely data to plan and execute projects.

Is the integration easy to set up?

Yes, the integration features a user-friendly setup process with step-by-step guidance, enabling you to connect Pipedrive and Procore quickly without requiring technical expertise.

Can I customize which data syncs between Pipedrive and Procore?

Absolutely. You can configure the integration to sync specific fields and data points that are most relevant to your business processes, ensuring a tailored workflow that fits your team's needs.

Does the integration support real-time syncing?

Yes, the integration supports real-time data synchronization, so updates made in Pipedrive or Procore are reflected promptly across both platforms, keeping all stakeholders informed.

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