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RevOps and HubSpot Implementation for Modular Genius

Modular Genius

Industry

Construction

Challenge

As Modular Genius scaled its modular construction business, leadership recognized that siloed information, manual onboarding processes, and fragmented reporting were limiting sales efficiency and growth. Seamlessly connecting their construction management platform, Procore, with HubSpot was essential to enable real-time data synchronization, enhance sales pipeline transparency, and empower data-driven decision making across the organization.

Results

With Triario's technical expertise, Modular Genius realized a seamless transition to HubSpot Sales Hub, underpinned by full automation of onboarding workflows and unified, near real-time reporting. The tailored Zapier integration bridged Procore and HubSpot, ensuring 99.9% data integration uptime, 100% sales pipeline visibility, and a 40% reduction in onboarding time. As a result, Modular Genius unlocked new efficiencies and revenue growth opportunities, backed by highly accurate, actionable insights.

Key Product

System Integration Services, HubSpot CRM, RevOps Framework

Clear sales and marketing workflows
Standardized lifecycle stages across teams
Integrations between CRM and third-party tools
Clear pipeline visibility and trustworthy data
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About Modular Genius

Modular Genius is a full-service, turnkey, modular building general contractor. They offer both permanent and temporary commercial modular buildings for various industries such as education, office, assembly, government, and health.

Established in 2006, Modular Genius excels in innovative, modular construction, delivering smart building solutions with contemporary design and efficiency. 

The Challenge

Modular Genius, a leader in innovative modular construction, faced operational bottlenecks due to disconnected sales tools, manual onboarding steps, and limited visibility into their sales pipeline. The absence of a unified CRM with robust integration capabilities made it difficult to keep sales and project data aligned, impeding both efficiency and strategic planning. As the business grew, the need for a scalable, automated solution that could seamlessly integrate their construction management system, Procore, with a modern CRM became critical.

The Solution

After evaluating several CRM and integration options, Modular Genius selected Triario for its specialization in HubSpot CRM implementation and tailored integration expertise. Triario designed and executed a comprehensive rollout of HubSpot Sales Hub, automating onboarding workflows and deploying advanced sales reporting dashboards. Central to the solution was a custom Zapier-powered integration: it enabled secure, real-time data transfer between Procore and HubSpot, eliminating information silos and manual data entry. As Modular Genius reported, "Triario's expertise made our HubSpot onboarding effortless and our sales process more efficient." Triario's focus on revenue operations ensured that Modular Genius not only improved process automation but also gained the strategic insights needed for growth.

The Results

Triario's implementation delivered measurable improvements across key performance areas. Onboarding time was reduced by 40%, accelerating sales team productivity and customer engagement. Modular Genius achieved 100% visibility across their sales pipeline, empowering leadership to make informed, data-driven decisions. Reporting accuracy reached 99%, and the custom Procore integration maintained 99.9% uptime, guaranteeing reliable, synchronized data flow. These outcomes established a scalable foundation for continued revenue growth and operational excellence.

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