Send a Gmail Message to Procore

You can use your Gmail client to send an email from your inbox to Procore.

Required User Permission:

• 'Standard' or 'Admin' level permission on the project's Emails tool.

To send an email to Procore from your Gmail client, you first need to do the following:

• Install the Procore Gmail plugin. For more information, see Install an App from the App Marketplace.

• Install the the Procore Gmail add-on on your Gmail client. For more information, see Install the Procore Gmail Add-on.

1. Open your Gmail client.

2. Click the Procore icon on the left side bar to expand the Procore add-on menu.
   

3. Select an email message you want to send to Procore and open it.

4. In the right side panel, in the Procore add-on menu, complete the following instructions:

   1. Select a company from the dropdown menu.

   2. Select a Procore project from the dropdown menu.

   3. Click Send Email to Procore.

After the email has been successfully sent, you will see a Success! message.

To view the email in the Procore Web app, click Open Email in Procore.