Procore + Salesloft Integration | Streamline Construction Sales 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.

Add Person to Cadence

Adds a person to a cadence in Salesloft.

Create Note

Creates a new note in Salesloft.

Create Person

Creates a new person in Salesloft.

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 Salesloft?

The Procore and Salesloft integration empowers construction and sales teams to synchronize project data and sales workflows effortlessly. By linking Procore’s robust construction management tools with Salesloft’s intelligent sales engagement capabilities, teams can automate lead tracking, streamline communication, and gain real-time insights into project progress and client interactions—all within a unified platform.

Frequently asked questions

What benefits does the Procore and Salesloft integration offer?

This integration enhances collaboration between construction and sales teams by automating data sharing, improving lead management, and providing real-time updates on project status directly within Salesloft, enabling faster and more informed sales decisions.

How does the integration sync data between Procore and Salesloft?

The integration uses secure APIs to automatically sync project details, contacts, and communication history from Procore into Salesloft, ensuring sales teams have up-to-date information without manual data entry.

Can I customize which Procore data appears in Salesloft?

Yes, users can configure the integration settings to select specific project data, contacts, and milestones that are most relevant to their sales workflows, tailoring the experience to their team’s needs.

Is the integration secure and compliant with data privacy standards?

Absolutely. The integration follows industry best practices for data security and privacy, including encrypted data transfer and compliance with major regulations to protect your sensitive project and customer information.

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

Getting started is simple—connect your Procore and Salesloft accounts through the integration setup wizard, configure your sync preferences, and start automating your sales and project management workflows immediately.

Procore and Salesloft Integration

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Procore and Salesloft?

Frequently asked questions

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