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15 Years of Proven Expertise in Salesforce Consulting for 350+ Delighted Clients.

dgt27 is trusted by 350+ clients across
12 industries worldwide.

15 Years of Proven
Expertise in Salesforce
Consulting with 50+
Certified Developers.

Salesforce Proven Expertise Logo

50%

Sales velocity up 50% with Salesforce integration that automates lead routing and data sync.

Tech

35%

Client revenue per rep up 20% through targeted workflows and connected Salesforce data.

Financial Services

30%

Annual gifts up 30% when donors, campaigns, and NPSP sync seamlessly within Salesforce.

Nonprofit

25%

Ops costs down 25% with custom Salesforce integrations designed by our certified consultants.

Cross-Industry

18%

Gross margin lift and stockouts down 18% through ERP and inventory data sync.

Manufacturing & Industrial

30%

Data accuracy up 30% and claim denials down 12% using secure, PHI-compliant Salesforce integration.

Healthcare & Life Sciences

22%

Enrollment conversion up 22% after connecting CRM and LMS events for smarter tracking.

Education & EdTech

38%

Online sales up 38% by syncing customer segments and order data directly into Salesforce.

Retail & E-commerce

Proven Industry Leadership

Why Choose dgt27 for Your Procore Salesforce Integration?

Unified Project & Sales Data

With our Procore Salesforce integration, sales and project teams work from a single source of truth. Opportunities, project timelines, and client communications stay in sync, eliminating manual updates and delays.

Real-Time Visibility Across Teams

Connect Procore’s field activity and document management with Salesforce’s lead and account data. This integration gives your business full visibility into project progress, budgeting, and client history—from one dashboard.

Enhanced Client Experience

dgt27 ensures that your integration improves client communication and forecasting. Seamless access to Procore insights within Salesforce allows account managers to proactively address project timelines and deliverables.

Custom Workflows & Automation

We design tailored workflows to connect RFIs, change orders, and submittals from Procore with Salesforce records. This improves team collaboration, enhances pipeline tracking, and reduces duplication.

WHAT WE DO

Our Procore Salesforce Integration Services

Api Integration

End-to-End Integration Setup

From scoping to implementation, we configure your Procore and Salesforce systems to share data securely and efficiently.

Planning & Requirement Analysis

Field-to-CRM Automation

Automatically sync construction milestones, tasks, and field updates into Salesforce opportunity and contact records.

Continuous Support and Training

Custom API Development

For advanced use cases, we offer Procore–Salesforce API integration to match unique business needs.

Api Integration

Data Mapping & Reporting

Map Procore project data into Salesforce dashboards for full-cycle reporting on project health, timelines, and revenue impact.

Why Choose dgt27 for Your Salesforce Integration

Why dgt27?

Why dgt27 Stands Out?

Streamline your construction workflows and CRM operations with Procore Salesforce integration, expertly delivered by dgt27. As a trusted Salesforce consulting partner, we align Procore’s construction project management with Salesforce’s powerful CRM to centralize data, improve communication, and simplify project oversight.

  • Expertise You Can Trust

    Construction-Focused Expertise

    We understand the challenges of construction workflows and how to align them with CRM operations.

  • Comprehensive End-to-End Delivery

    Custom & Scalable Solutions

    Our integration adapts to your evolving process, whether you’re managing 10 projects or 10,000.

  • Flexible & Scalable Solutions

    Security & Compliance

    We follow strict protocols to ensure data privacy, integrity, and platform compatibility.

Frequently Asked Questions

Frequently Asked Questions

We use APIs and middleware (like Zapier or MuleSoft) to connect Procore project data with Salesforce CRM records, providing a two-way sync.

Yes. dgt27 configures dashboards and data flows to reflect project updates directly in Salesforce—ensuring stakeholders stay informed.

Absolutely. We tailor the integration to your business needs, including custom fields, workflows, and automated notifications.

It bridges field and office communication, improves data accuracy, streamlines sales-to-project handoffs, and enhances overall productivity.

Yes. We use secure authentication, API keys, and permissions to ensure safe and compliant data transfers between platforms.
CONTACT DETAILS
Send us your message

Tell us about your current CRM setup, marketing tools, and what you’d like to achieve. Our Salesforce integration consultant will review your details and reply within one business day with a clear action plan and estimated timeline.

Our Mailbox:

info@dgt27.com

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