Using the Buildr CRM + Procore Integration
Corey Brockamp avatar
Written by Corey Brockamp
Updated over a week ago

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

Simply navigate to the opportunity and click the "Send to Procore" icon in the upper right hand corner:

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.

The project will now be available in Procore!

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