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RevOps and HubSpot Implementation for a Leading Modular General Contractor

Modular Genius

Industry

Construction

Challenge Summary

A modular general contractor scaled its operations, 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 Summary

With specialized technical expertise, the firm realized a seamless transition to HubSpot Sales Hub, underpinned by full automation of onboarding workflows and unified, near real-time reporting. A tailored 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, the company unlocked new efficiencies and revenue growth opportunities, backed by highly accurate, actionable insights.

Key Product

System Integration Services, HubSpot CRM, RevOps Framework

100%
Sales pipeline visibility
40%
Onboarding time reduction
Clear sales and marketing workflows
99%
Integrations data accuracy between CRM and third-party tools
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About the Company

The firm is a full-service modular building general contractor. They offer both permanent and temporary commercial modular buildings for a wide range of sectors, including education, office, assembly, government, and healthcare.

Established in 2006, the modular specialist excels in innovative construction, delivering smart building solutions that combine contemporary design with high operational efficiency.

The Challenge

The modular general contractor, 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, the company selected Triario, a specialized partner for its expertise in HubSpot CRM implementation and tailored integrations. Our team 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 integration that enabled secure, real-time data transfer between Procore and HubSpot, eliminating information silos and manual data entry. As the firm reported, Triario's expertise made their HubSpot onboarding effortless and their sales process more efficient. The focus on revenue operations ensured that the modular specialist not only improved process automation but also gained the strategic insights needed for growth.

The Results

The implementation delivered measurable improvements across key performance areas:

  • Faster Onboarding: Onboarding time was reduced by 40%, accelerating sales team productivity and customer engagement.
  • Total Visibility: The firm achieved 100% visibility across their sales pipeline, empowering leadership to make informed, data-driven decisions.
  • Data Integrity: Reporting accuracy reached 99%, and the custom Procore integration maintained 99.9% uptime, guaranteeing a reliable, synchronized data flow.

These outcomes established a scalable foundation for the company’s continued revenue growth and operational excellence.

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