Zoho CRM and Procore Integration

Explore Triggers and Actions

New Contact (Instant)

Triggers an event each time a new contact is created in Zoho CRM

New Event (Instant)

Trigger new custom events from Zoho CRM

New Lead (Instant)

Triggers an event each time a new lead is created in Zoho CRM

New or Updated Contact (Instant)

Triggers an event each time a new contact is created or updated in Zoho CRM

New or Updated Lead (Instant)

Triggers an event each time a new lead is created or updated in Zoho CRM

New User

Triggers an event each time a new user is created in Zoho CRM

New Module Entry (Instant)

Trigger new events each time a new module/record is created in Zoho CRM

New or Updated Module Entry (Instant)

Triggers an event each time a module/record is created or edited in Zoho CRM

Updated Module Entry (Instant)

Triggers an event each time a new module/record is updated in Zoho CRM

Create Incident

Create a new incident.

Create Manpower Log

Create a new manpower log.

Create RFI

Create a new RFI.

Create Submittal

Create a new submittal.

Create Timesheet

Create a new timesheet.

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 Zoho Crm and Procore?

The Zoho CRM and Procore integration empowers construction businesses to synchronize client data, project details, and communication across platforms. By bridging your sales and project management tools, you can enhance collaboration, improve data accuracy, and accelerate project delivery from lead to completion.

Frequently asked questions

What are the key benefits of integrating Zoho CRM with Procore?

Integrating Zoho CRM with Procore centralizes customer and project information, reduces manual data entry, improves communication between sales and project teams, and provides real-time updates to keep everyone aligned throughout the project lifecycle.

How does data synchronization work between Zoho CRM and Procore?

The integration automatically syncs contacts, leads, and project details between Zoho CRM and Procore. Changes made in one platform are reflected in the other, ensuring consistent and up-to-date information across your sales and construction management systems.

Can I customize which data fields are shared between Zoho CRM and Procore?

Yes, the integration allows you to map and customize the data fields that are synchronized, so you can tailor the connection to fit your business processes and ensure only relevant information is shared.

Is the integration secure and compliant with data privacy standards?

Absolutely. The integration uses encrypted data transfer protocols and adheres to industry-standard security practices to protect your sensitive customer and project information at all times.

How do I set up the Zoho CRM and Procore integration?

Setup is straightforward via our integration platform. Simply connect your Zoho CRM and Procore accounts, configure your data sync preferences, and start automating workflows. Detailed step-by-step guides and support are available to assist you.

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Zoho Crm and Procore?

Frequently asked questions

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