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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. 

How to connect FollowUp to Procore (Copy) - Step 1

 

 

Click "Your Settings."

How to connect FollowUp to Procore (Copy) - Step 2

 

 

Click "Integrations." 

How to connect FollowUp to Procore (Copy) - Step 3

 

 

Click "Connect to Procore." 

How to connect FollowUp to Procore (Copy) - Step 4

 

 

Enter your Procore login credentials. 

How to connect FollowUp to Procore (Copy) - Step 5

 

 

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

How to connect FollowUp to Procore (Copy) - Step 6

 

 

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

How to connect FollowUp to Procore (Copy) - Step 7

 

 

Click "App Management." 

How to connect FollowUp to Procore (Copy) - Step 8

 

 

Click "Install App." How to connect FollowUp to Procore (Copy) - Step 10

 

 

Click "Install Custom App." 

How to connect FollowUp to Procore (Copy) - Step 10

 

 

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

How to connect FollowUp to Procore (Copy) - Step 11

 

Click "Install."

 

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

How to connect FollowUp to Procore (Copy) - Step 12

 

 

What the Procore and FollowUp CRM Integration Does

 

 

For more information, reach out in the Help Chat. 

 

Happy Selling!