Construction · General Contracting
Connecting a general contractor's front office to Procore.
How Sector Growth gave Elevate Construction Partners a HubSpot Sales Hub inside the four weeks before its Buildertrend access ended, designed around a Procore integration that keeps Procore the master record for operations and QuickBooks the record for financials.
- Industry
- General Contracting: Commercial, Industrial, Agricultural & Residential
- Client
- Elevate Construction Partners Inc.
- HubSpot Products
- Sales Hub Professional
- Integrations
- Procore (custom, into HubSpot) · Outlook email and calendar
- Scope
- Onboarding, Procore integration & partner-assisted migration, August to October 2026
- 1,000+
- Companies migrated ahead of deal and project history
- 10
- Stage construction sales pipeline, with close probabilities
- 4wks
- To start working in HubSpot before Buildertrend ended
- 3
- Sales dashboards: manager, rep and opportunity review
01 · The challenge
A front office between systems, with four weeks to move.
Elevate had adopted Procore for estimating and project delivery, Procore already synced with QuickBooks for financials, and the Buildertrend subscription where leads had been tracked was ending in roughly four weeks. The sales mapping session surfaced the gaps the team wanted to close.
No sales discipline
- New leads were reviewed and assigned in Monday meetings, with only a high-level read on timing.
- Post-quote follow-up depended on individual habits, with no templates or automation.
- Customer history lived in individual inboxes.
Reporting by hand
- Sales metrics were typed into a separate KPI tool.
- Leadership saw a lagging, incomplete view of pipeline and activity.
- Pipeline, backlog and win rates by project manager had to be assembled by hand.
An integration trap
- Procore was the master record and QuickBooks was already connected to it.
- A poorly designed CRM integration risked duplicate companies and unvetted vendor records.
- A third system that disagreed with the first two would mean conflicting sources of truth.
02 · The solution
Two workstreams in parallel: the Procore integration and the Sales Hub.
An integration specialist led the custom Procore integration while the Sales Hub was built through a mapping session and five hands-on workshops with Elevate's CFO, president and senior project managers.
- 01
Clear data ownership
Procore is the operational system of record and QuickBooks the financial one. HubSpot became the system of record for relationships and sales activity, and nothing in it can corrupt Procore.
- 02
One-way sync, including bids
Procore projects, companies and people flow into HubSpot as deals, companies and contacts, with prime contract values as deal amounts. The scope was redesigned to sync Tenderboard bidding items too, so estimating work shows in the pipeline before a project is awarded.
- 03
Duplicate-safe matching
Procore's unique vendor ID, not email, is the matching key, so the mass contact migration creates no duplicates. Cost codes stay in Procore, the build ran in Procore's sandbox against a published field mapping, and a direct HubSpot to QuickBooks sync was flagged as redundant.
- 04
A ten-stage pipeline with guardrails
From Identified through Estimating, Non-binding Award and Contract Review to Closed Won, Closed Lost and Pending/On Hold, each stage with a close probability. Deals cannot skip Qualified or Estimating, required fields such as price gate progress, and lead source, project type, budget, timeline and priority are standardized.
- 05
Automation and enablement
Closed Won deals notify accounting to start the job number, on-hold deals create follow-up tasks and web leads are assigned automatically. Outlook email and calendars were connected with a never-log list for HR, legal and accounting, alongside two playbooks, two prospecting sequences and three dashboards.
03 · The outcome
Procore for operations, QuickBooks for financials, HubSpot for sales.
Elevate began working in HubSpot inside the four-week window before its Buildertrend access ended, and its leadership now has a path to pipeline, backlog and win-rate reporting by project manager.
One source of truth for the front office
Customer, lead and bid activity sits in one system instead of individual inboxes and a sunsetting project management tool.
Visibility into the bidding phase
Syncing tenders brings the pre-award stage, where estimating effort and client communication are concentrated, into the sales pipeline.
Reporting without re-keying
KPIs that were entered by hand can now be built from live CRM data, by rep and by project manager, including with HubSpot's AI assistant.
Avoided redundant spend
The QuickBooks review prevented a second integration path for the same financial data.
04 · Stack
Products & integrations used.
| HubSpot Sales Hub Professional | Ten-stage pipeline, playbooks, sequences, three dashboards and a configured sales workspace. |
|---|---|
| Procore integration | Custom sync of projects, Tenderboard bids, companies and people into HubSpot, matched on Procore's vendor ID. |
| QuickBooks | Stays connected to Procore; a direct HubSpot sync was reviewed and found redundant. |
| Outlook | Email and calendar connected user by user, with an authenticated sending domain and a never-log list. |
| Buildertrend | Lead tracking moved to HubSpot before the subscription ended. |
Adding a CRM beside Procore or another operations system?
We design the data ownership first, so the CRM supports operations instead of becoming a third system that disagrees with the first two.