Procore and Zoho CRM 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.

Convert Lead

Converts a Lead into a Contact or an Account.

Get Object

Gets record data given its id.

List Fields

Gets the field metadata for the specified module

List Modules

Retrieves a list of all the modules available in your CRM account.

Search Objects

Retrieves the records that match your search criteria.

List Objects

Gets the list of available records from a module.

Create Object

Create a new object/module entry.

Update Object

Updates existing entities in the module.

Download Attachment

Downloads an attachment file from Zoho CRM, saves it in the temporary file system and exports the file path for use in a future step.

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 Zoho Crm?

The Procore and Zoho CRM integration empowers construction and sales teams to synchronize project data and customer information effortlessly. By bridging Procore’s robust construction management capabilities with Zoho CRM’s powerful customer relationship tools, teams can improve communication, enhance project tracking, and accelerate sales cycles—all from a unified platform.

Frequently asked questions

What key benefits does the Procore and Zoho CRM integration offer?

This integration enables real-time syncing of project updates, contact details, and sales opportunities between Procore and Zoho CRM, reducing manual data entry and ensuring all teams have access to up-to-date information.

How does the integration improve project management and sales alignment?

By connecting project milestones in Procore with customer data in Zoho CRM, sales and project teams can collaborate more effectively, track client communications alongside project progress, and identify upsell opportunities based on project status.

Is the integration easy to set up without technical expertise?

Yes, the integration features a user-friendly setup process with step-by-step guidance, allowing teams to connect Procore and Zoho CRM quickly without needing advanced technical skills.

Can I customize which data syncs between Procore and Zoho CRM?

Absolutely. Users can configure synchronization settings to select specific data fields, such as contacts, projects, tasks, and opportunities, ensuring the integration fits your unique business workflows.

Does the integration support real-time data updates?

Yes, the integration supports real-time or scheduled syncing options to keep your Procore and Zoho CRM data consistently aligned and accurate.

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Procore and Zoho Crm?

Frequently asked questions

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