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AEC Integrations

Integration

AEC Integrations maintained

How Followup CRM and Procore Project Management exchange data

Followup CRM Followup CRM Procore Project Management Procore Technologies

4 types of data shared

FollowUp CRM "Push to Procore"

Direction:Both

FollowUp CRM pushes awarded projects, companies, and contacts into Procore when a job is won, so PMs start with full sales context, and pulls Procore directory and document updates back. Built and listed by FollowUp CRM as a Procore marketplace app.

At a glance

How you get it
NativeOffered by Followup CRM
→

Sends to Procore Project Management

  • Bids & Tenders Listed by AEC Integrations
  • RFIs Listed by AEC Integrations
⇄

Syncs both ways

  • Documents Listed by AEC Integrations
  • Directory & Contacts Listed by AEC Integrations

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