Procore Integration
Seamlessly connect BuildSync with Procore to automate submittal reviews without leaving your familiar environment.
Overview
Seamlessly connect your Gmail account to our CRM and manage emails, track conversations, and improve communication—all in one place.
Benefits
Automated Compliance Verification - Review submittals against specs without leaving Procore.
Maintain Your Workflow - Continue using Procore's familiar interface with enhanced capabilities.
Two-Way Synchronization - Automatically import submittals from Procore and push verified results back.
Consistent Standards - Apply the same rigorous review standards across all projects.
Reduced Rejection Rates - Drive submittal rejection rates down from 35% to less than 5%.
Step-by-Step Integration Guide
Step 1 : Connect Your Procore Account
Log in to your BuildSync dashboard.
Navigate to Settings > Integrations.
Select Procore from the integration options.
Click "Connect Procore" and sign in with your Procore credentials.
Grant necessary permissions to allow BuildSync access to your project data.
Step 2 : Configure Project Settings
Select which Procore projects to sync with BuildSync.
Choose which submittal types to automatically process (e.g., material data, shop drawings, product data).
Set up notification preferences for completed reviews.
Configure review rules and compliance parameters.
Step 3 : Start Processing Submittals
Submittals in your connected Procore projects will automatically appear in BuildSync.
BuildSync extracts technical requirements from specifications and compares them to submittal data.
Review results are displayed both in BuildSync and within your Procore environment.
Non-compliant items are clearly flagged for easy identification and correction.
Step 4 : Monitor and Report
Access detailed compliance reports showing verification results.
View analytics on review time savings and rejection rate improvements.
Generate documentation of compliance verification for project records.
Share results with your team directly in Procore or export to other formats.