Case Study: Salesforce Procore Integration

Case study: Salesforce + Procore integration

Anonymized representative project. Client details withheld.

Client profile

A commercial general contractor using Salesforce for pipeline and Procore for project delivery. BD and estimating worked in CRM; PMs lived in Procore. Handoff at award was manual and error-prone.

The problem

Project managers re-created projects in Procore from won opportunity emails
Scope summaries and key contacts were lost or incomplete at handoff
Contract values in Salesforce didn't match Procore project setup
Leadership couldn't connect pipeline forecast to active Procore backlog
Duplicate data entry consumed ~2–4 hours per awarded project

What Black Forge implemented

Handoff mapping — Documented award workflow with BD, estimating, and PM stakeholders
Salesforce → Procore automation — Won opportunities trigger Procore project creation with mapped fields
Data sync — Project name, address, contract value, owner/GC contacts, scope summary
Validation rules — Required fields before "Won" status to prevent incomplete handoffs
Dashboard update — Leadership view connecting pipeline to active Procore projects

Results

Eliminated manual project setup for standard awarded work
Complete handoff packages — PMs received consistent data on day one
Reduced errors — Fewer mismatched contract values and missing contacts
Connected visibility — Forecast and delivery aligned for leadership reviews

Technical approach

Integration used API-based sync with error logging and a manual override path for joint ventures and non-standard awards. UAT included PM and BD leaders before go-live.

Read the full guide: Salesforce Procore integration.