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Integration

How Procore Project Management and Followup CRM exchange data

Procore Project ManagementProcore TechnologiesFollowup CRMFollowup CRM

6 data objects sync

Unverified. Vendor confirmation arrives with the vendor portal.

0 of 6 vendor-confirmed

Partner

Procore Project Management (manual)

FollowUp CRM pushes awarded projects, companies, and contacts into Procore when a job is won, so PMs start with full sales context. Source-side "Push to Procore" flow (distinct from the reverse Procore→FollowUp pull edge).

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Receives from Followup CRM

  • Bids & Tenders Unverified · AECi
  • RFIs Unverified · AECi
  • Documents Unverified · AECi
  • Directory & Contacts Unverified · AECi
Partner

Procore Project Management → Followup CRM

Followup CRM pulls projects, companies/contacts, and files from Procore into the CRM (Procore → Followup CRM), keeping the bid-log/CRM in sync with awarded Procore projects. Reverse of the Followup→Procore "Push to Procore" edge.

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Sends to Followup CRM

  • Documents Unverified · AECi
  • Directory & Contacts Unverified · AECi