Procore & Copper Integration | Streamline Construction & CRM Workflows

Explore Triggers and Actions

Budget Snapshot Event (Instant)

Triggers an event each time a Budget Snapshot is created, updated, or deleted in a project.

Commitment Change Order Event (Instant)

Triggers an event each time a Commitment Change Order is created, updated, or deleted in a project.

New Event (Instant)

Triggers an event for each webhook notification.

Prime Contract Change Order Event (Instant)

Triggers an event each time a Prime Contract Change Order is created, updated, or deleted in a project.

Purchase Order Event (Instant)

Triggers an event each time a Purchase Order is created, updated, or deleted in a project.

RFI Event (Instant)

Triggers an event each time a RFI is created, updated, or deleted in a project.

Prime Contract Event(Instant)

Triggers an event each time a Prime Contract is created, updated, or deleted in a project.

Submittal Event (Instant)

Triggers an event each time a Submittal is created, updated, or deleted in a project.

New Budget Snapshot Event (Instant)

Trigger new event when a new budget snapshot event is created.

Associate to Project

Relates an existing project with an existing CRM object.

Create or Update Person

Creates a new person or updates an existing one based on email address.

Create or Update Project

Creates a new project or updates an existing one based on the project name.

Get Object

Retrieves an existing CRM object.

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 Procore and Copper?

The Procore and Copper integration bridges the gap between construction project management and customer relationship management. By syncing project data, contacts, and communications, teams can ensure accurate information flow from job sites to sales pipelines. This integration eliminates manual data entry, reduces errors, and accelerates project timelines by keeping your CRM and construction management tools perfectly aligned.

Frequently asked questions

What data syncs between Procore and Copper?

The integration syncs contacts, project details, communication logs, and job status updates between Procore and Copper, ensuring both platforms have consistent and up-to-date information.

How does this integration improve project management?

By connecting Procore’s project management capabilities with Copper’s CRM, teams can track client communications alongside project progress, enabling better coordination, faster decision-making, and improved client satisfaction.

Is the integration easy to set up?

Yes, the integration features a user-friendly setup process with step-by-step guidance, allowing your team to connect Procore and Copper quickly without technical expertise.

Can I customize which data syncs between the platforms?

Absolutely. The integration offers customizable settings so you can choose which contacts, projects, and data points to sync based on your business needs.

Does the integration support real-time data updates?

Yes, the integration supports near real-time syncing to keep your project and CRM data current, helping your teams stay aligned and responsive.

Procore and Copper Integration

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Procore and Copper?

Frequently asked questions

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