
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). As a result, sales data and quotes are seamlessly transferred into the operational workflow of construction projects without duplicate work 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 minimizes errors, fosters internal collaboration, and provides real-time visibility across every stage of the project.
The challenge
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Duplicate data entry between sales (HubSpot) and operations (Robaws)
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Unnecessary delays during information handover
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Error-prone interdepartmental communication
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No centralized overview of the complete client & project workflow
The solution
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Integration service connecting HubSpot & Robaws
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Automated synchronization of quotes, client data, and projects
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Streamlined workflow from sales through to execution
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Real-time visibility for both sales and project teams
Added value for the client
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–75% less manual administration during handovers
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+90% faster processing of new projects
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100% consistent client data across teams
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Fewer errors and improved internal collaboration
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Scalable for future tools and workflows