{"id":42351,"date":"2022-07-27T08:33:46","date_gmt":"2022-07-27T16:33:46","guid":{"rendered":"https:\/\/cirahub.com\/?p=42351"},"modified":"2022-07-27T08:33:46","modified_gmt":"2022-07-27T16:33:46","slug":"sync-between-procore-and-salesforce","status":"publish","type":"post","link":"https:\/\/cirasync.com\/de\/contact-sync\/sync-between-procore-and-salesforce\/","title":{"rendered":"How to Two-Way Sync Contacts Between Procore and Salesforce"},"content":{"rendered":"<p>Keeping your contacts in sync between Procore and Salesforce can be a time-consuming task, but it doesn&#8217;t have to be. With the right tool and techniques, you can easily two-way sync contacts between Procore and Salesforce so that all changes are reflected automatically.<\/p>\n<p>This article will provide step-by-step instructions on how to set up a two-way synchronization process between Procore and Salesforce, making it easier for you to keep your contact information up-to-date without having to manually input any data twice.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Two-Way_Sync_Procore_and_Salesforce_Contacts\"><\/span>Two-Way Sync Procore and Salesforce Contacts<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3><span class=\"ez-toc-section\" id=\"Create_a_Spoke_for_Procore\"><\/span>Create a Spoke for Procore<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><iframe loading=\"lazy\" title=\"Procore V1\" src=\"https:\/\/player.vimeo.com\/video\/852446586?dnt=1&amp;app_id=122963\" width=\"1080\" height=\"608\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\"><\/iframe><\/p>\n<p>To make sure that we don&#8217;t lose a single piece of information on a contact, we will use CiraHub, the best <a href=\"https:\/\/cirasync.com\/solutions\/two-way-sync\/\">two-way contact sync<\/a> tool. It also syncs HubSpot, ActiveCampaign, Zoho, Pipedrive, Google, SharePoint, and more. CiraHub will make this syncing process very straightforward.<\/p>\n<ol>\n<li><span class=\"TextRun SCXW267633939 BCX0\" lang=\"EN\" xml:lang=\"EN\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW267633939 BCX0\"><span class=\"TextRun SCXW102445665 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW102445665 BCX0\">To <a href=\"https:\/\/cirasync.com\/integrations\/procore\/\">two-way sync Procore contacts<\/a> with Salesforce, you&#8217;ll first need to log in<\/span><\/span> to <\/span><span class=\"NormalTextRun SpellingErrorV2 SCXW267633939 BCX0\">CiraHub<\/span><span class=\"NormalTextRun SCXW267633939 BCX0\">. You will be taken to the onboarding wizard. (See figure below.) Next, select the object you want to sync. In this example the contacts object has been selected.<\/span><\/span><span class=\"EOP SCXW267633939 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240,&quot;335559740&quot;:276}\"> <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-38939\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/02\/What-you-wish-to-wync.jpg\" alt=\"Calendar and Contact Selection\" width=\"596\" height=\"244\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/02\/What-you-wish-to-wync.jpg 596w, https:\/\/cirasync.com\/wp-content\/uploads\/2022\/02\/What-you-wish-to-wync-480x196.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 596px, 100vw\" \/><\/span><\/li>\n<li><span class=\"TextRun SCXW37288626 BCX0\" lang=\"EN\" xml:lang=\"EN\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW37288626 BCX0\">Next start the Hub and Spoke setup. Click on \u201c<strong>CRMs<\/strong>\u201d as your source type for your contact spoke. (The Hub contains all synced Contacts from each spoke; a spoke can be a Public Folder, a user mailbox, the GAL or a CRM.)<\/span><\/span><span class=\"EOP SCXW37288626 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240,&quot;335559740&quot;:276}\"> <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-38943\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/02\/choose-contact-spoke.jpg\" alt=\"CRM Select Source Type of Contact Spoke\" width=\"628\" height=\"345\" \/><\/span><\/li>\n<li><span class=\"EOP SCXW9261969 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240,&quot;335559740&quot;:276}\"><span class=\"TextRun SCXW9261969 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW9261969 BCX0\">Select<a href=\"https:\/\/www.procore.com\/\" target=\"_blank\" rel=\"noopener\">\u00a0Procore<\/a> as the source type\u00a0for your contact spoke.\u00a0<\/span><\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-41476\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/07\/select-procore.jpg\" alt=\"\" width=\"973\" height=\"678\" \/><\/span><\/li>\n<li><span class=\"TextRun SCXW42007347 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"TextRun SCXW42007347 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW42007347 BCX0\">Click \u201c<strong>Sign in<\/strong>\u201d with <\/span><span class=\"NormalTextRun SpellingErrorV2 SCXW42007347 BCX0\">Procore<\/span><span class=\"NormalTextRun SCXW42007347 BCX0\">.<\/span><\/span><\/span><span class=\"TextRun SCXW42007347 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW42007347 BCX0\">\u00a0<\/span><\/span><\/li>\n<li><span class=\"TextRun SCXW108051822 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW108051822 BCX0\">Sign in with your Procore <\/span><span class=\"NormalTextRun SCXW108051822 BCX0\">Email and Password.<\/span><\/span><span class=\"EOP SCXW108051822 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240,&quot;335559740&quot;:276}\">\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-41484\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/07\/enter-procore-sign-in-info.jpg\" alt=\"\" width=\"1203\" height=\"991\" \/><\/span><\/li>\n<li><span class=\"TextRun SCXW17241764 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW17241764 BCX0\">Type in a Spoke name and click next.<\/span><\/span><span class=\"EOP SCXW17241764 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"> <img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-41488\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/07\/procore-spoke-name.jpg\" alt=\"\" width=\"976\" height=\"667\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/07\/procore-spoke-name.jpg 976w, https:\/\/cirasync.com\/wp-content\/uploads\/2022\/07\/procore-spoke-name-480x328.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 976px, 100vw\" \/><\/span><\/li>\n<li><span class=\"TextRun SCXW89754526 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW89754526 BCX0\">To two-way sync Procore contacts, enter a Hub name and press the next button. <\/span><\/span><span class=\"EOP SCXW89754526 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240,&quot;335559740&quot;:276}\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-41492\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/07\/procore-hubname.jpg\" alt=\"\" width=\"973\" height=\"672\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/07\/procore-hubname.jpg 973w, https:\/\/cirasync.com\/wp-content\/uploads\/2022\/07\/procore-hubname-480x332.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 973px, 100vw\" \/><\/span><\/li>\n<li><span class=\"TextRun SCXW63703217 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW63703217 BCX0\">Select the option to add an Additional Spoke.<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-41692\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/07\/nnl.jpg\" alt=\"\" width=\"488\" height=\"218\" \/><\/span><\/span><\/li>\n<li>Click on \u201cCRMs\u201d as your source type for your contact spoke. (The Hub contains all synced Contacts from each spoke; a spoke can be a Public Folder, a user mailbox, the GAL or a CRM.) <img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/02\/choose-contact-spoke.jpg\" alt=\"Select Source Type of Contact Spoke\" width=\"571\" height=\"313\" \/><\/li>\n<li><span class=\"TextRun SCXW69399182 BCX0\" lang=\"EN\" xml:lang=\"EN\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW69399182 BCX0\">Select <a href=\"http:\/\/salesforce.com\">Salesforce<\/a> as the contact spoke type.<\/span><\/span><img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/02\/select-salesforce.jpg\" alt=\"Select \u201cSalesforce\u201d as the contact spoke type.\" width=\"552\" height=\"307\" \/><\/li>\n<li><span class=\"NormalTextRun SCXW113844889 BCX0\">Sign in with Salesforce to add your account to the <\/span><span class=\"NormalTextRun ContextualSpellingAndGrammarErrorV2 SCXW113844889 BCX0\">Hub, or<\/span><span class=\"NormalTextRun SCXW113844889 BCX0\"> select an existing Salesforce account. \u00a0<img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/02\/the-blur-jon-harris.png\" alt=\"Sign in with Salesforce to add your account to the Hub\" width=\"578\" height=\"288\" \/><\/span><\/li>\n<li><span class=\"TextRun SCXW159335531 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW159335531 BCX0\">If you selected\u00a0\u201cSign in with Salesforce\u201d, you&#8217;ll be prompted to this screen\u00a0to enter your Salesforce username and password.<\/span><\/span><span class=\"EOP SCXW159335531 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240,&quot;335559740&quot;:276}\">\u00a0<\/span><img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/02\/ENTER-SALESFORCE-INFO.jpg\" alt=\"Salesforce username and password.\u00a0\" width=\"511\" height=\"617\" \/><\/li>\n<li><span class=\"EOP SCXW238599690 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240,&quot;335559740&quot;:276}\">Select &#8222;Allow&#8220; to <a href=\"https:\/\/cirasync.com\/integrations\/salesforce\/\">two-way sync Salesforce contacts<\/a> and connect your Salesforce account to the CiraApps Salesforce Connector.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/02\/salesforce-connector.jpg\" alt=\"Click allow to connect your Salesforce connect\" width=\"532\" height=\"657\" \/><\/li>\n<li>Type in a \u201cSpoke Name\u201d and click Next.<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-39683\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/BELL.png\" alt=\"\" width=\"556\" height=\"353\" \/><\/li>\n<li><span class=\"TextRun SCXW160983025 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW160983025 BCX0\">Next type in the \u201cHub Name\u201d and click Create.<\/span><\/span><span class=\"TextRun SCXW160983025 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW160983025 BCX0\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-39687\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/BELL2.jpg\" alt=\"\" width=\"558\" height=\"355\" \/><\/span><\/span><\/li>\n<li><span class=\"TextRun SCXW40771303 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW40771303 BCX0\">Next, right click your spoke, and select \u201cSync Options\u201d. From there you will be taken to a new window, click the box which says, \u201cAllow Hub to create and sync items in this spoke.\u201d This will enable 2-way synchronization between the Hub and your spoke.<\/span><\/span><span class=\"EOP SCXW40771303 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"> <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-39666\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/bear.jpg\" alt=\"\" width=\"569\" height=\"340\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/bear.jpg 569w, https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/bear-480x287.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 569px, 100vw\" \/><\/span><\/li>\n<li>Click on \u201cAllow Hub to create and sync items in this spoke\u201d. This will enable <a href=\"https:\/\/cirasync.com\/solutions\/two-way-sync\/\">two-way synchronization<\/a> from the endpoint to the hub database and back. Select Categorize Data in Spoke if you would like to filter out which items you would like to sync.<img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/02\/the-blurr-allowhub-1.png\" alt=\"Click on \u201cAllow Hub\u201d to create and sync items in this spoke.\" width=\"637\" height=\"236\" \/><\/li>\n<li>\u00a0<span class=\"TextRun SCXW79040116 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW79040116 BCX0\">Click on \u201cSync now\u201d to two-way contact sync Procore with Salesforce. You can also edit any synchronization options for each of your spokes below.<\/span><\/span><span class=\"TextRun SCXW79040116 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW79040116 BCX0\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-39589\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/sync3.jpg\" alt=\"Salesforce sync now\" width=\"557\" height=\"487\" \/><\/span><\/span><\/li>\n<\/ol>\n<h3><span class=\"ez-toc-section\" id=\"More_About_CiraHub\"><\/span><span data-contrast=\"none\">More About CiraHub!<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span data-contrast=\"none\">CiraHub is a two-way sync platform for shared contacts and calendars for Microsoft 365, Exchange Server, and other Microsoft Enterprise Applications users. The software is designed to make it easy for people lacking IT expertise to set up a <a href=\"https:\/\/cirasync.com\/solutions\/two-way-sync\/\">multi-way CRM sync<\/a> and more (i.e., contact and calendar sync) for their company. <a href=\"https:\/\/cirasync.com\/cira-platform-demo\/\">Start your CiraHub trial<\/a>\u00a0today!<br \/>\n<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Keeping your contacts in sync between Procore and Salesforce can be a time-consuming task, but it doesn&#8217;t have to be. With the right tool and techniques, you can easily two-way sync contacts between Procore and Salesforce so that all changes are reflected automatically. This article will provide step-by-step instructions on how to set up a [&hellip;]<\/p>\n","protected":false},"author":38,"featured_media":46650,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"page-cirahub.php","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","_nextfly_llmd_date_locked":false,"footnotes":"","_ppma_block_editor_authors":"","_links_to":"","_links_to_target":""},"categories":[13626,1420,13630,1459],"tags":[],"ppma_author":[13535],"class_list":["post-42351","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-cirahub","category-contact-sync","category-crm-sync","category-support","rawdate-2022-07-27"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.0 (Yoast SEO v28.1) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to Two-way Sync Contacts Between Procore and Salesforce<\/title>\n<meta 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