Procore

Combine Best-In-Class CRM and Project Management!

The Cosential integration with Procore gives users the ability to easily convert a Cosential Opportunity record into a Procore Project record. The updated integration now has a new mapping tool that ensures the 'right' information is sent to the Procore. Along with the mapping tool, the Cosential/Procore integration now adds the Companies, Contacts, and Personnel associated with the Opportunity to the Procore Project Directory. Documents attached to the Opportunity will now be copied to the Procore Project Document Folder.

will create the record in Procore populated with the data below. The integration then places the Procore Project ID in the Cosential record as a clickable link. This link provides quick seamless access to the newly created Procore Project. Avoid needless double data entry of basic Project data by integrating Cosential and Procore and ensure your projects are managed on-time and on budget.

Cosential to Procore Fields

Cosential/Procore Field Mapping Diagram
* Mappable field
** Cosential People is both Contacts and Personnel

Install the Cosential Procore Integration

  1. Click "Install" on the top right corner of this App Store screen
  2. Click "Ok" in the Success pop-up box
  3. Click "Configure"
  4. Enter the Procore Service Account Client ID and Client Secret
  5. Review mapping and make changes as needed
  6. Click "Save"

Convert a Cosential Opportunity to a Procore Project

 

Procore, the world's number one most widely used construction management software, helps firms drastically increase project efficiency and accountability by streamlining and mobilizing project communications and documentation. This real-time data and accessibility minimize costly risks and delays—ultimately boosting profits.

Using our award-winning suite of project management tools, over a million registered Procore users across the globe manage all types of construction projects including industrial plants, office buildings, apartment complexes, university facilities, retail centers, and more.

www.procore.com

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