Procore and Outreach Integration

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.

Add Prospect to Sequence

Adds an existing prospect to a specific sequence in Outreach.

Create Prospect

Creates a new prospect in Outreach.

Create Account

Creates an account within Outreach.

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 Outreach?

The Procore and Outreach integration bridges the gap between construction project management and sales outreach. By syncing project data from Procore with Outreach's powerful sales engagement platform, teams can automate follow-ups, track project milestones alongside sales activities, and ensure timely communication with clients and stakeholders. This integration empowers construction firms to streamline workflows, improve collaboration, and accelerate revenue cycles by aligning project execution with sales processes.

Frequently asked questions

What benefits does the Procore and Outreach integration provide?

This integration enables real-time syncing of project updates and sales activities, automates follow-ups based on project milestones, and enhances communication between construction and sales teams, ultimately improving efficiency and deal closure rates.

How does the integration sync data between Procore and Outreach?

The integration uses secure APIs to automatically transfer relevant project information from Procore into Outreach, allowing sales teams to access up-to-date project statuses and tailor their outreach accordingly.

Can I customize which Procore data is shared with Outreach?

Yes, users can configure the integration settings to select specific project fields and milestones to sync, ensuring that only relevant information is shared with the sales team.

Is the integration suitable for large construction firms?

Absolutely. The integration is designed to scale with your organization, supporting multiple projects and users while maintaining data accuracy and synchronization speed.

How do I get started with the Procore and Outreach integration?

Simply connect your Procore and Outreach accounts through the integration setup wizard, configure your sync preferences, and start automating your sales and project workflows immediately.

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Procore and Outreach?

Frequently asked questions

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