Procore
Pipedrive

Procore and Pipedrive Integration

Seamlessly connect Procore and Pipedrive to streamline your construction project management and sales pipeline in one unified workflow.

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 or update multiple records
Add or update multiple records.
Append to record
Append to a record in your data store
Add or update a single record
Add or update a single record.
Get all records
Get all records in your
Delete All Records
Delete all records in your
Get Difference
Get the difference between two data stores. Result contains key/value pairs where the key exists in one data store, but not the other.
Get Record Keys
Get all record keys in your
Check for existence of key
Check if a key exists in your
List keys
List all keys in your

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.

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What can Ayudo do with Procore and Pipedrive?

The Procore and Pipedrive integration empowers construction and sales teams to synchronize project data and customer relationship management effortlessly. By linking Procore’s robust construction management platform with Pipedrive’s intuitive sales CRM, users can automate data flow, reduce manual entry, and gain real-time visibility into project progress and sales opportunities. This integration ensures your teams stay aligned from lead generation to project completion, enhancing collaboration and accelerating deal closures.

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

Frequently asked questions

What benefits does the Procore and Pipedrive integration offer?

This integration streamlines communication between construction project management and sales teams by automating data synchronization, reducing manual work, and providing a unified view of projects and sales pipelines, ultimately improving efficiency and decision-making.

How does data synchronization work between Procore and Pipedrive?

Data such as project details, client information, and status updates are automatically synced between Procore and Pipedrive, ensuring both platforms reflect the most current information without the need for manual updates.

Is the integration customizable to fit specific workflows?

Yes, the integration supports customizable mapping of fields and triggers, allowing teams to tailor data flow and automation rules to match their unique processes and requirements.

Do I need technical expertise to set up the integration?

No technical expertise is required. The integration features an intuitive setup wizard and detailed documentation to guide users through the connection process quickly and easily.

Does the integration support real-time updates?

Yes, the integration supports real-time data syncing, ensuring that changes in Procore or Pipedrive are reflected immediately across both platforms for up-to-date collaboration.

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