See It in Action
Partnership Announcement
Bartlett Cocke General Contractors Signs Enterprise Partnership with ProjectMark
ZOOM
Apr 25, 2024
10:30 AM (PT)
Read More
INTEGRATION HUB

Streamline data management with ProjectMark's Building Connected integration.

Our integration with Building Connected is designed to prevent duplicate data entry, maximize efficiency and foster data driven decision making.

See It in Action
Challenge

Subcontractors are spending too much time managing opportunities in their Building Connected account and then duplicating this information in their ProjectMark CRM.

This creates major inefficiencies and inconsistent and inaccurate data between platforms.

Solution

Data synchronization between platforms. Our integration with Building Connected removes double data entry and ensures real time access to all of your building connected Opportunities within your ProjectMark account.

Any updates made in your Building Connected account immediately take affect withing ProjectMark.

How to Set It Up

Setting up the integration is simple. We break it down into 4 easy steps:

ProjectMark CRM Pipeline View

Configure

Sign into your AutoDesk Construction Cloud account and select which ProjectMark modules youโ€™d like to integrate with Building Connected.

ProjectMark Importing Tool

Stage Mapping

Map your Building Connected bid stages to corresponding bid stages in ProjectMark

ProjectMark Reporting

Field Mapping

Map the individual data fields from your Building Connected opportunity to the corresponding data fields within ProjectMark. Only sync the data you want to carry over to ProjectMark.

ProjectMark Importing Tool

Trigger Events

Triggers and actions allow you to control what data flows from Building Connected to ProjectMark and when.

Create specific Trigger Events such as when an opportunity is created, and then create corresponding Actions in ProjectMark based on these triggers.

Want to Know More?

See It in Action