Integrating Sales & Project Management for Efficiency Gains

For Patho Stone, we developed an integration service that automatically connects their commercial CRM (HubSpot) with their project management platform (Robaws). This allows sales data and quotes to be seamlessly transferred to the operational flow of construction projects without duplication or manual intervention.

What used to be an error-prone and time-consuming process is now a streamlined flow from lead to execution. This smart integration not only saves time but also reduces errors, increases internal collaboration, and provides real-time visibility into every stage of the process.

The challenge

  • Duplicate data entry between sales (HubSpot) and projects (Robaws)

  • Unnecessary delays in information transfer

  • Error-prone communication between departments

  • No central overview of the complete customer & project flow

The solution

  • Integration service between HubSpot & Robaws

  • Automatic synchronization of quotes, customer data and projects

  • Streamlined flow from sales to execution

  • Real-time insight for sales and project teams

Added value for the customer

  • –75% less manual administration during transfer

  • +90% faster processing of new projects

  • 100% consistent customer data across teams

  • Fewer errors and better internal collaboration

  • Scalable for future tools or workflows

English (UK)