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Using the Buildr CRM + Procore Integration
Using the Buildr CRM + Procore Integration
Hannah Weidman avatar
Written by Hannah Weidman
Updated over 3 months ago

Once a project has been won in your Buildr CRM, the next step is to convert it to a project in Procore.

Simply navigate to the project, click "More" in the upper right-hand corner, and select "Send to Procore" from the drop-down menu (see below).
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Next, ensure that the project information is accurate and if appropriate select a project template to be applied upon creation of the project in Procore.
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The project will now be available in Procore.

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