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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

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

  • Unnecessary delays during information handover

  • Error-prone interdepartmental communication

  • No centralized overview of the complete client & project workflow

The solution

  • Integration service connecting HubSpot & Robaws

  • Automated synchronization of quotes, client data, and projects

  • Streamlined workflow from sales through to execution

  • Real-time visibility for both sales and project teams

Added value for the client

  • –75% less manual administration during handovers

  • +90% faster processing of new projects

  • 100% consistent client data across teams

  • Fewer errors and improved internal collaboration

  • Scalable for future tools and workflows