Procore
Close
Procore and Close Integration
Seamlessly connect Procore’s construction management capabilities with Close’s powerful CRM to streamline your sales and project workflows.
Seamlessly connect Procore’s construction management capabilities with Close’s powerful CRM to streamline your sales and project workflows.
The Procore and Close integration bridges the gap between construction project management and customer relationship management. By syncing data between Procore and Close, your teams can effortlessly track leads, manage client communications, and monitor project progress all in one unified workflow. This integration helps construction companies accelerate sales cycles, improve collaboration, and ensure that project updates are always reflected in your CRM.
The integration syncs key project details, client contact information, and communication logs from Procore to Close, enabling sales teams to have real-time visibility into project status and customer interactions.
By automatically updating Close with project milestones and client communications from Procore, sales reps can prioritize follow-ups, tailor their outreach based on project progress, and close deals faster.
Yes, the integration features a user-friendly setup process with step-by-step guidance, allowing your team to connect Procore and Close without any coding or IT support.
Absolutely. You can configure which fields and types of data are shared between Procore and Close to match your company’s unique workflows and preferences.
Yes, the integration supports near real-time syncing to ensure that your sales and project teams always have the most up-to-date information at their fingertips.
