How to Automate Procore Project Creation from HubSpot Deals

Manual data entry is a hidden time sink for construction companies. If you’re closing deals in HubSpot and manually creating matching projects in Procore, you already know the pain: missed data, double entry, and costly delays.

In this guide, we’ll walk you through how to automate project creation in Procore whenever a deal is moved to Closed Won in HubSpot — using the no-code platform Make.com (formerly Integromat).

Whether you’re a general contractor, construction project manager, or operations lead, this automation will help you cut hours of admin work and scale your workflows with confidence.

🛠️ What Is Procore and Why Automate It?

Procore is a leading construction management platform used to manage field operations, RFIs, submittals, and project documents. But it’s not designed to talk directly to HubSpot out of the box.

By using Make.com, a no-code integration platform, we can build a powerful connection between HubSpot CRM and Procore, enabling automated workflows like:

• Auto-creating a project in Procore when a deal is won in HubSpot
• Mapping contact and job data seamlessly between systems
• Reducing costly errors from manual duplication

🔄 HubSpot to Procore Integration Use Case

Let’s say your sales team is managing opportunities in HubSpot. Once a deal is marked as Closed Won, someone on your team has to:

1. Go into Procore
2. Manually create a new project
3. Copy over job name, address, customer inf
4. Assign team members or templates
   
   This process is time-consuming, inconsistent, and error-prone.

With automation, you can:

• Trigger project creation instantly when a deal stage changes
• Map CRM data into Procore fields with zero typing
• Maintain one source of truth while improving operational speed

⚙️ How the Automation Works

We use Make.com to build a visual scenario (workflow) that connects HubSpot and Procore APIs — all without code.

Here's the logic:

1. Trigger: A HubSpot deal enters a specific stage (e.g., "Closed Won")
2. Search: Make.com gathers all relevant deal info (name, customer, contacts, custom fields)
3. Create Project: Make.com uses Procore’s API to automatically spin up a new project with mapped fields
4. Optional Add-ons: You can even auto-assign teams, upload documents, or notify your PM team via Slack or email

✅ Benefits of Automating Procore Project Creation

• Save hours per project by eliminating manual setup
• Reduce human error and miscommunication between sales and field ops
• Standardize project intake across your company
• Free up your team to focus on higher-impact tasks
• Scale faster without growing headcount

💡 Who Should Use This Workflow?

This no-code Procore integration is ideal for:

• General Contractors and Builders
• Construction Project Managers
• Sales/Ops teams using HubSpot
• Companies managing 10+ projects/month
• Any firm looking to streamline CRM-to-field workflows

📥 Want It Done for You?

If you want help building this workflow or customizing it to your business, we’ve got you covered.

👉 Book a discovery call 
📧 Or email us at [email protected]

Click here to create a make.com account to start creating automated Procore workflows today.

🧠 Final Thoughts

Automating your HubSpot to Procore workflow is one of the highest-ROI decisions your construction company can make. It improves speed, accuracy, and scalability — without changing the tools your teams already use.

You don’t need to be a developer. With Make.com and the right automation logic, you can create powerful integrations that work 24/7.

Don’t let admin slow you down — automate it.