Connect Microsoft Dynamics 365 CRM to Procore
Workload lets you integrate Microsoft Dynamics 365 CRM with Procore in just a few clicks. Now you can automate your work and have more time for what matters most — no code required.
If this happens in Microsoft Dynamics 365 CRM...
Then do this action in Procore!
How to Integrate Microsoft Dynamics 365 CRM and Procore
-
1. Authenticate your Microsoft Dynamics 365 CRM and Procore accounts.
-
2. Use one of the apps as a trigger to start the workflow.
-
3. Choose one of the actions from the other app.
-
4. Map the data fields you want to pass from one app to the other.
-
5. If you get stuck, we’re here to help! Request help directly from the web application.
Video Tutorial: Integrate Microsoft Dynamics 365 CRM and Procore Using Workload
Integrate your business software in minutes
From small workflows with just two steps to large critical operations, Workload automates work so teams aren’t bottlenecked with repetitive tasks.
Supported Microsoft Dynamics 365 CRM + Procore Integrations
About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Related CategoriesCRM (Customer Relationship Management)
Similar Microsoft Dynamics 365 CRM Apps
Yes! Microsoft Dynamics 365 CRM and Workload are integrated via API. You don’t have to worry about your api keys because we are securely connected to Microsoft Dynamics 365 CRM through it’s OAuth2.0 connection.
Prices for Microsoft Dynamics 365 CRM vary according to usage. For the most accurate pricing, visit https://microsoft-dynamics-crm.com/pricing for more details.
About Procore
Procore is a construction project management platform built in the cloud.
Related CategoriesProject Management
Similar Procore Apps
Yes! Procore and Workload are integrated via API. You don’t have to worry about your api keys because we are securely connected to Procore through it’s OAuth2.0 connection.
Prices for Procore vary according to usage. For the most accurate pricing, visit https://procore.com/pricing for more details.