Integrering af Procore med Nutshell CRM
Nutshell CRM is a powerful customer relationship management tool that can be further enhanced by integrating with Procore. Procore is a leading construction management software, enabling construction firms to efficiently manage project details and collaborate with stakeholders to drive growth and revenue.
Integrationen af Procore og Nutshell gør det lettere end nogensinde at styre dine projekter og kontakter og holde dit team på samme side.
Fordele ved Procore CRM-integration:
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- Spar tid: Med denne integration kan du nemt dele oplysninger på tværs af Nutshell og Procore, hvilket eliminerer behovet for at skifte mellem forskellige værktøjer og manuelt indtaste data. Det betyder, at du kan fokusere på det, der virkelig betyder noget - at opbygge relationer og skabe vækst i din virksomhed.
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- Øget nøjagtighed: Vores automatiserede integration sikrer, at dine registreringer altid er opdaterede, hvilket giver større nøjagtighed på tværs af din database og reducerer risikoen for manuelle dataindtastningsfejl.
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- A more complete view of your clients: With a complete view of your contacts and projects in Nutshell, your sales and service teams will have the knowledge they need to perform at their best.
Sådan kommer du i gang
This integration is powered by Zapier – set it up with your Zapier account.
There may be solutions for alternative applications available through our AppConnect Marketplace. Feel free to contact our team with any questions.
FAQs: Integrating Procore with Nutshell
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Do I need a specific Nutshell plan to use the Procore integration?
No, integrations are accessible to all Nutshell users, regardless of which plan you’re on. Whether you start with Foundation or upgrade to Enterprise, you can connect Procore. If you use the App Marketplace integrations, they’re included free with most plans (otherwise $37/month).
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What data syncs between Nutshell and Procore?
Through Zapier, you can automatically sync Procore project information, company vendors, submittals, and scheduling data into Nutshell. This creates a complete view of your clients and their projects without manual data entry, keeping both systems automatically in sync.
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Where can I find other integrations available for Nutshell?
Head to our AppConnect Marketplace at nutshell.com/integrations to explore 100+ pre-built integrations. You can browse by category or search for specific tools. If you can’t find what you need, contact our Support Engineering team to discuss custom integration options.
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What’s the difference between Zapier integrations and Nutshell’s App Marketplace integrations?
Zapier requires you to set up and manage integrations yourself (free tier available). App Marketplace is our managed service where our engineers build, monitor, and maintain integrations for you—setup and Zapier fees included. Choose Zapier for flexibility; choose App Marketplace for hands-off simplicity.
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Where can I get help setting up the Nutshell-Procore integration?
Our support team is ready to help! Use the help icon in your Nutshell account to chat or email us (Monday–Friday, 7:30 am–5:30 pm EST). You can also email support@nutshell.com or visit our support portal at support.nutshell.com for integration guides and troubleshooting articles.
