{"id":42603,"date":"2022-08-02T08:57:19","date_gmt":"2022-08-02T16:57:19","guid":{"rendered":"https:\/\/cirahub.com\/?p=42603"},"modified":"2022-08-02T08:57:19","modified_gmt":"2022-08-02T16:57:19","slug":"how-to-two-way-contact-sync-procore-with-activecampaign","status":"publish","type":"post","link":"https:\/\/cirasync.com\/de\/contact-sync\/how-to-two-way-contact-sync-procore-with-activecampaign\/","title":{"rendered":"How to Two-way Contact Sync Procore with ActiveCampaign"},"content":{"rendered":"<p><span data-contrast=\"none\">This comprehensive article will outline how to\u00a0<\/span><strong><a href=\"https:\/\/cirasync.com\/solutions\/two-way-sync\/\">two-way sync contacts<\/a><\/strong><span data-contrast=\"none\"> between Procore and your ActiveCampaign Account. <\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335551550&quot;:1,&quot;335551620&quot;:1,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p>Procore is a cloud-based software platform for construction management that aims to enhance and simplify the management of construction projects.\u00a0 It is extensively utilized in the building sector to improve productivity, visibility, and collaboration.<\/p>\n<p><span data-contrast=\"none\">Thanks to this <strong><a href=\"https:\/\/cirasync.com\/solutions\/two-way-sync\/\">Two-way sync<\/a><\/strong> feature, you can:\u00a0<\/span><\/p>\n<ul>\n<li>Project-related emails, contacts, and documents are all kept in one location when Google and ActiveCampaign are synced.<\/li>\n<li><span data-contrast=\"none\">Have access to a clean and intuitive dashboard.\u00a0<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335551550&quot;:1,&quot;335551620&quot;:1,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li>\n<li>Construction companies that oversee several projects at once may find this integration very helpful as it promotes efficiency a\u00a0throughout all of the projects.<\/li>\n<\/ul>\n<p><span data-contrast=\"none\">\u00a0\u00a0This article will show you how to enable a two-way sync for Procore and ActiveCampaign.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335551550&quot;:1,&quot;335551620&quot;:1,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<h2 aria-level=\"2\"><span class=\"ez-toc-section\" id=\"Set_Up_a_Two-Way_Contact_Sync_Between_Procore_and_ActiveCampaign\"><\/span><strong>Set Up a Two-Way Contact Sync Between Procore and ActiveCampaign<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3><span class=\"ez-toc-section\" id=\"Create_a_Spoke_for_Procore\"><\/span><strong>Create a Spoke for Procore<\/strong><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><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\">1. 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}\">\u00a0<\/span><\/p>\n<p><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><\/p>\n<p><span class=\"TextRun SCXW37288626 BCX0\" lang=\"EN\" xml:lang=\"EN\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW37288626 BCX0\">2. 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}\">\u00a0<\/span><\/p>\n<p><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><\/p>\n<p><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\">3. Select<a href=\"https:\/\/www.procore.com\/\" target=\"_blank\" rel=\"noopener\">\u00a0Procore<\/a> as the source type for your contact spoke.\u00a0<\/span><\/span><\/span><\/p>\n<p><span class=\"EOP SCXW9261969 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-41476\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/07\/select-procore.jpg\" alt=\"\" width=\"696\" height=\"485\" \/><\/span><\/p>\n<p><span class=\"TextRun SCXW108051822 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW108051822 BCX0\">4. 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<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/07\/enter-procore-sign-in-info.jpg\" width=\"501\" height=\"413\" \/><\/p>\n<p><span class=\"TextRun SCXW17241764 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW17241764 BCX0\">5. 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}\">\u00a0<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/07\/procore-spoke-name.jpg\" width=\"622\" height=\"425\" \/><\/p>\n<p><span class=\"TextRun SCXW89754526 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW89754526 BCX0\">6. To two-way sync Procore contacts, enter a Hub name and press the next button.\u00a0<\/span><\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/07\/procore-hubname.jpg\" width=\"675\" height=\"466\" \/><\/p>\n<p><span class=\"TextRun SCXW63703217 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW63703217 BCX0\">7. Select the option to add an Additional Spoke.<\/span><\/span><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/07\/nnl.jpg\" \/><\/p>\n<ol start=\"8\">\n<li><span data-contrast=\"none\">Select the option to add an Additional Spoke.<img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/07\/nnl.jpg\" width=\"481\" height=\"215\" \/><\/span><\/li>\n<\/ol>\n<ol start=\"9\">\n<li><span data-contrast=\"none\"> 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\/03\/choose-contact-spoke.jpg\" alt=\"Select CRM\" width=\"441\" height=\"242\" \/><\/span><\/li>\n<li><span data-contrast=\"none\"> Select \u201c<\/span><a href=\"http:\/\/activecampaign.com\/?gclid=CjwKCAiAuOieBhAIEiwAgjCvchPJoeuQOS6VT1N2vZp5BymSExzVFYNXLUkFl1wItxFU5g2sNOlnRBoC7sAQAvD_BwE\"><span data-contrast=\"none\">ActiveCampaign<\/span><\/a><span data-contrast=\"none\">\u201d as the contact spoke type.<img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/select-activecampaign.jpg\" alt=\"Select Active Campaign\" width=\"453\" height=\"208\" \/><\/span><\/li>\n<li><span data-contrast=\"none\"> Enter your <\/span><span data-contrast=\"auto\">ActiveCampaign <\/span><span data-contrast=\"none\">Access URL and Key.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/AC-CREDS.jpg\" alt=\"Active Campaign Credentials Menu\" width=\"487\" height=\"242\" \/><\/li>\n<li><span data-contrast=\"none\"> Type in a Spoke name and click next in order to <\/span><a href=\"https:\/\/cirasync.com\/integrations\/activecampaign\/?gclid=CjwKCAiAuOieBhAIEiwAgjCvchPJoeuQOS6VT1N2vZp5BymSExzVFYNXLUkFl1wItxFU5g2sNOlnRBoC7sAQAvD_BwE\"><span data-contrast=\"none\">two-way sync ActiveCampaign contacts<\/span><\/a><span data-contrast=\"none\">. This will link CiraHub to your ActiveCampaign account and give CiraHub access to your contacts lists and CRM data in ActiveCampaign. <img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/AC-SPOKE-NAME.jpg\" alt=\"AC Spoke Nmae\" width=\"583\" height=\"219\" \/><\/span><\/li>\n<li><span data-contrast=\"none\"> Type in a Hub name and click next.\u00a0<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-39188\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/AC-HUB-NAME.jpg\" alt=\"AC Hub name\" width=\"558\" height=\"227\" \/><\/li>\n<li><span data-contrast=\"none\"> 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 contact synchronization between the Hub and your spoke.<span class=\"EOP SCXW210119405 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"><img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/WP-SYNC-OPTIONS.jpg\" alt=\"Sync Options\" width=\"414\" height=\"307\" \/><\/span><\/span><\/li>\n<li><span data-contrast=\"none\"> Click on \u201cAllow Hub to create and sync items in this spoke\u201d. This will enable two-way synchronization 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. <span class=\"TextRun SCXW8894096 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun CommentHighlightClicked SCXW8894096 BCX0\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-39217\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/WP-ALLOW-HUB.png\" alt=\"AC Allow Hub\" width=\"537\" height=\"188\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/WP-ALLOW-HUB-1280x447.png 1280w, https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/WP-ALLOW-HUB-980x342.png 980w, https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/WP-ALLOW-HUB-480x168.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) and (max-width: 1280px) 1280px, 100vw\" \/><\/span><\/span><\/span><\/li>\n<li><span data-contrast=\"none\"> Click the Advanced tab to set up <\/span><a href=\"\/?p=39341&#038;gclid=CjwKCAiAuOieBhAIEiwAgjCvchPJoeuQOS6VT1N2vZp5BymSExzVFYNXLUkFl1wItxFU5g2sNOlnRBoC7sAQAvD_BwE\"><span data-contrast=\"none\">Contact filtering<\/span><\/a><span data-contrast=\"none\"> settings.\u00a0 This would enable a user to synchronize and create hub items based on specific criteria.\u00a0<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-39204\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/WP-ADVANCED-TAB.jpg\" alt=\"AC Advanced Option\" width=\"527\" height=\"175\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/WP-ADVANCED-TAB-980x325.jpg 980w, https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/WP-ADVANCED-TAB-480x159.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, 100vw\" \/><\/li>\n<li><span data-contrast=\"none\"> Click on \u201cSync now\u201d to enable two-way synchronization for the current spoke. You can also edit any synchronization options for each of your spokes below.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-39208\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/WP-SYNC-NOW-LAST.jpg\" alt=\"AC Sync Now\" width=\"335\" height=\"339\" \/><\/li>\n<\/ol>\n<h2><span class=\"ez-toc-section\" id=\"Why_Should_You_Two-Way_Sync_Your_Procore_and_ActiveCampaign_Contacts\"><\/span><b><span data-contrast=\"none\">Why Should You Two-Way Sync Your <span class=\"TextRun SCXW89754526 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW89754526 BCX0\">Procore <\/span><\/span>and ActiveCampaign Contacts <\/span><\/b><span data-contrast=\"none\">\u00a0<\/span><span data-contrast=\"none\">\u00a0<\/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><\/h2>\n<p><span data-contrast=\"auto\">While both <span class=\"TextRun SCXW89754526 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW89754526 BCX0\">Procore <\/span><\/span>and Zoho provide tools for team administration, contact management, campaign automation, and sales tracking, they function somewhat differently. This is why organizations can greatly benefit from two-way syncing data between the two platforms to better utilize each of their CRM functions. CiraHub allows a single admin to merge, edit, and sync multiple contact lists from different sources.<\/span><span data-contrast=\"none\"> Click here to learn more about how you can start a <\/span><a href=\"https:\/\/cirasync.com\/cira-platform-demo\/\"><span data-contrast=\"none\">CiraHub trial<\/span><\/a><span data-contrast=\"none\"> today!<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>This comprehensive article will outline how to\u00a0two-way sync contacts between Procore and your ActiveCampaign Account. \u00a0 Procore is a cloud-based software platform for construction management that aims to enhance and simplify the management of construction projects.\u00a0 It is extensively utilized in the building sector to improve productivity, visibility, and collaboration. Thanks to this Two-way sync [&hellip;]<\/p>\n","protected":false},"author":38,"featured_media":46650,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"off","_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-42603","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-cirahub","category-contact-sync","category-crm-sync","category-support","rawdate-2022-08-02"],"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 Contact Sync Procore with ActiveCampaign &#8212;<\/title>\n<meta name=\"description\" content=\"This article breaks down how 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