Procore

Copper

Procore and Copper Integration

Seamlessly connect Procore’s construction project management with Copper’s CRM to streamline workflows and boost productivity.

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Explore Triggers and Actions

New Change Order Package Event (Instant)

Trigger new event when a new change order package event is created.

New Commitment Change Order Event (Instant)

Trigger new event when a new commitment change order event is created.

New Event (Instant)

Trigger new event depending on the resource name selected.

New Prime Contract Event (Instant)

Trigger new event when a new prime contract event is created.

New RFI Event (Instant)

Trigger new event when a new RFI event is created.

New Purchase Order Event (Instant)

Trigger new event when a new purchase order event is created.

New Submittal Event (Instant)

Trigger new event when a new submittal event is created.

New Timecard Entry Event (Instant)

Trigger new event when a new timecard entry 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.

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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