How to set up your Procore Integration

In this article we'll cover how to set up your Procore Integration. For info on what the integration does, see the video below!

Log in to Procore as Admin. 

Go to this link: https://marketplace.procore.com/apps/followup-crm

Install the app from there.

 

 

For a click-by-click guide, click the "Get Started" button below. 

 

 

 

From your Dashboard, navigate to your profile. 

 

 

Click "Your Settings."

 

 

Click "Integrations." 

 

 

Click "Connect to Procore." 

 

 

Enter your Procore login credentials. 

 

 

Great, now FollowUp CRM is connected. The next step is to connect Procore. Navigate to your Procore account. 

 

 

Click "Apps." Click "Select and App." 

 

 

Click "App Management." 

 

 

Click "Install App."

 

 

Click "Install Custom App." 

 

 

Enter the 36 character app ID:  475257eb-3fa2-4713-887a-8aede0bcfb3c

 

Click "Install."

 

Check to make sure that FollowUp CRM appears under "Installed App" in your App Management section of Procore. 

 

 

What the Procore and FollowUp CRM Integration Does

 

 

For more information, reach out in the Help Chat. 

 

Happy Selling!