Procore

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

Simply navigate to the project, click "More" in the upper right-hand corner, and select "Send to Procore" from the drop-down menu (see below).

Next, ensure that the project information is accurate and select a project template (if applicable) to be applied upon creation of the project in Procore.

Click "Send to Procore," and the project will now be available in Procore.