Procore and Zoho CRM Integration

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.

Upload Attachment

Uploads an attachment file to Zoho CRM from a URL or file path.

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 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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