TL:DR – The Bridgit Bench and Hubspot integration helps you centralize your project pipeline tracking by automating the flow of key project information. Whether you’re planning resources for your future projects, or making changes to active projects on the fly, our Hubspot integration will accommodate your needs.
Tracking your organization’s entire project pipeline can be incredibly tedious depending on not only the chosen software, but also how well integrated that software is. Construction software can often be fragmented or lack integration tools. When it comes to tracking active, upcoming, and pursuit projects, it’s not uncommon for contractors to have different versions of important documents living in various systems. This also increases the likelihood of having stale or inaccurate data from one system to the next.
On the other hand, well-integrated systems help automate the flow of accurate data between your software so you can confidently make data-driven decisions. Bridgit Bench, the leading workforce intelligence solution for contractors, has taken integrated workflows in stride. We’ve built an integration with Hubspot to help you track your project pipeline and optimize project forecasting. For more information about workforce intelligence, check out this guide.
Hubspot is one of the leading CRMs being leveraged by contractors. It allows you to centralize your customer relationship data, including all projects, bids, clients, subcontractors, and suppliers. With our Hubspot integration, you can easily import and track project changes in Bridgit Bench and get a clear, holistic view of the impact to your resource strategy.
The benefits of integrating your workforce planning with Hubspot
Projects are often won or lost in planning and preconstruction. By integrating Bridgit Bench with Hubspot, you can automate the flow of information throughout the project lifecycle. This helps to keep the planning process proactive instead of reactive. When projects and opportunities are automatically pulled into your workforce management solution, it helps to better understand the impact they will have on your workforce strategy.
Some other key benefits of integrating Bridgit Bench with Hubspot include:
1. Optimized project forecasting
As you update and make changes to your Hubspot database, your project pipeline in Bridgit Bench will automatically reflect those changes.
2. Meaningful collaboration
By giving your team a comprehensive, centralized view of project and resource demands, you can foster more meaningful conversations and eliminate corporate silos.
3. Operational efficiency
Integrating Bridgit Bench with Hubspot helps to eliminate manual data-entry and maintain a single source of truth. This helps to improve communication and operational efficiency.
4. Custom updates
Our integration with Hubspot lets you choose the frequency that your data is updated. Whether it’s every 5 minutes or every 5 days, our integration gives you the freedom to choose what works best for you.
A look at the Bridgit Bench and Hubspot integration
The Bridgit Bench and Hubspot integration allows you to pull project information from Hubspot directly into your workforce intelligence solution. The key to this integration, though, is the ability to attach specific conditions that will dictate when that information is pulled.
Hubspot allows contractors to track current and historical projects, as well as all project bids and pursuits. Our integration with Hubspot allows you to create conditions based on those specific contract-related fields.
Customers of Bridgit Bench can create custom integrations with Hubspot and only pull project information once an opportunity has been awarded. You’re then able to immediately understand the impact it will have on your team’s capacity and can start planning resources accordingly.
Bridgit Bench is the leading workforce intelligence solution built exclusively for the construction industry. Our solution helps to optimize capacity planning and provide valuable insight to make data-driven decisions that help improve a contractor’s bottom line. Bridgit Bench also helps to forecast future project demands and provide utilization reporting to ensure contractors are always getting the most out of their team. For more information about workforce management, visit our blog.