Blog

<h2>Understanding the Importance of CRM Data Migration</h2>
<p>In today's fast-paced business environment, staying at the forefront of technology is crucial. Many companies are transitioning from legacy systems to modern CRM solutions to enhance efficiency and customer engagement. However, this transformation isn't just about adopting new software; it's about effectively migrating your existing data to a new platform. Successful CRM data migration is vital as it ensures that valuable customer information is preserved and easily accessible.</p>

<p>Data migration can seem daunting, but it's a necessary step for businesses looking to remain competitive. It involves transferring customer data, sales history, and other critical information from an outdated system to a new, more robust CRM. Proper planning and execution are essential to ensure a seamless transition.</p>

<figure id="figure-7w24s9gaymb5mayr2"><img id="7w24s9gaymb5mayr2" src="https://cdn.durable.co/getty/22HUjaoqt07tcvkXr9DtbSvOarbhnaphWIHNwp0IAS5IMcRtqyXDsptqzDirz3Ll.jpeg" alt="data migration" class="object-cover bg-gray-100" style="aspect-ratio: 16/9"></figure>

<h2>Planning Your CRM Data Migration</h2>
<p>Before diving into the migration process, it's crucial to have a solid plan in place. Start by assessing your current data and identifying what needs to be migrated. This includes evaluating the quality of your data and deciding which information is valuable for your new CRM system.</p>

<h3>Set Clear Goals and Objectives</h3>
<p>Having clear goals and objectives is key to a successful migration. Define what you hope to achieve with your new CRM system. Whether it's improving customer relationships or streamlining sales processes, knowing your objectives will guide your migration strategy.</p>

<p>Once you have a clear plan, create a timeline for the migration process. This should include milestones and deadlines to keep the project on track. Allocating resources effectively and ensuring that your team is prepared for the transition are also critical components of successful planning.</p>

<figure id="figure-zhabexlqtmb5mayr2"><img id="zhabexlqtmb5mayr2" src="https://cdn.durable.co/getty/22qRCqW048g0JocuzhZGXaPWhdrW9hai67R5x30ZBmAne7xe4RdnuY2VdzIykQfR.jpeg" alt="project planning" class="object-cover bg-gray-100" style="aspect-ratio: 16/9"></figure>

<h2>Executing the Migration Process</h2>
<p>With a solid plan in place, it's time to execute the migration process. Begin by backing up your data to prevent any loss during the transition. Data integrity should be a top priority, so ensure that all information is accurately transferred to the new system.</p>

<h3>Testing and Validation</h3>
<p>Testing is an essential step in the migration process. Conduct thorough testing to ensure that all data has been transferred correctly and that the new system functions as expected. This includes validating data accuracy and checking for any discrepancies or errors.</p>

<p>Don't rush through this phase; take the time needed to ensure that everything is functioning properly. Involving end-users in the testing process can also provide valuable insights and help identify any potential issues early on.</p>

<figure id="figure-fj63t3bctlimb5mayr2"><img id="fj63t3bctlimb5mayr2" src="https://cdn.durable.co/getty/239rZGDwTwwYLqaa8Sn1uoywMPhjn93a0aAcittOYLzENTzXOUeXOvLEG0xaVYos.jpeg" alt="data validation" class="object-cover bg-gray-100" style="aspect-ratio: 16/9"></figure>

<h2>Training and Support for Successful Adoption</h2>
<p>Once your data has been successfully migrated, focus on training your team to use the new CRM system effectively. Provide comprehensive training sessions that cover all aspects of the new platform. This will help employees feel more comfortable with the change and ensure they can leverage the system's full potential.</p>

<h3>Continuous Support</h3>
<p>Offering ongoing support is crucial for long-term success. Establish a support system where users can quickly get help if they encounter any issues or have questions about the new CRM. Regular updates and feedback sessions can also improve user experience and encourage adoption.</p>

<p>Remember, CRM migration is not just a one-time event but an ongoing process of improvement and adaptation. By maintaining open communication with your team and addressing concerns promptly, you can ensure that your organization fully benefits from this transition.</p>

From Legacy to Leading: Navigating CRM Data Migrations Successfully

Automation Software Technology Process System Business concept.

<h2>Understanding the Importance of Seasonal Business Automation</h2>
<p>As the year-end approaches, businesses are gearing up for one of the most hectic seasons. Whether you're in retail, services, or manufacturing, the end of the year typically brings increased demand and the need for efficient operations. This is where seasonal business automation becomes crucial. By automating various aspects of your operations, you can ensure a smooth and successful year-end rush.</p>

<figure id="figure-1r0wpl5mqmb1bz04n"><img id="1r0wpl5mqmb1bz04n" src="https://cdn.durable.co/getty/23VnHwMUp6dtnF3kyMvBFSnGMzl5phOC6gfAHGlzrUawTxBP95BdC7z0EzGBLmWq.jpeg" alt="business automation" class="object-cover bg-gray-100" style="aspect-ratio: 16/9"></figure>

<h3>Identifying Key Areas for Automation</h3>
<p>To effectively prepare your systems, it’s essential to identify which areas of your business can benefit the most from automation. Common areas include:</p>
<ul>
    <li><strong>Inventory Management:</strong> Automated inventory systems can track stock levels in real-time, ensuring you never run out of popular items.</li>
    <li><strong>Order Processing:</strong> Streamlining order processing reduces errors and speeds up delivery, enhancing customer satisfaction.</li>
    <li><strong>Customer Service:</strong> Implementing chatbots or automated email responses can handle customer inquiries efficiently.</li>
</ul>

<p>By focusing on these critical areas, you can free up valuable time and resources for other aspects of your business.</p>

<h3>Choosing the Right Tools and Technologies</h3>
<p>Once you’ve identified the areas to automate, the next step is selecting the right tools and technologies. There are numerous software solutions available, each offering unique features. Consider factors such as scalability, ease of integration with existing systems, and cost-effectiveness when making your decision.</p>

<figure id="figure-yvenb5b0q9mb1bz04n"><img id="yvenb5b0q9mb1bz04n" src="https://cdn.durable.co/getty/23GnTNuItBPwYTLlNZxDXdDZXhR5HJ6fFA8tpmVkupM5MFLZouoeyeySNdwYlDhd.jpeg" alt="business technology" class="object-cover bg-gray-100" style="aspect-ratio: 16/9"></figure>

<p>For instance, cloud-based solutions often provide flexibility and scalability, allowing businesses to adjust their operations as needed during peak times.</p>

<h3>Training Your Team</h3>
<p>The success of automation largely depends on how well your team adapts to new systems. Providing thorough training ensures that your employees are comfortable using new tools and understand their benefits. This not only enhances productivity but also boosts morale as employees feel more equipped to handle the increased workload.</p>

<p>Regular training sessions and easy access to support can make a significant difference in the transition process.</p>

<h3>Monitoring and Evaluation</h3>
<p>After implementing automation, it’s important to continuously monitor and evaluate its effectiveness. This involves tracking key performance indicators (KPIs) such as order accuracy, processing speed, and customer satisfaction levels. Regular evaluation helps in identifying areas for further improvement and ensuring that your systems remain effective throughout the peak season.</p>

<figure id="figure-acq8w86hpmb1bz04n"><img id="acq8w86hpmb1bz04n" src="https://cdn.durable.co/getty/23N29cAGL3ZpyPxR2w4IyQuNfvITKtgPXrjctOlnvbnqWIot6Y3A3fQxmJWvwIue.jpeg" alt="business monitoring" class="object-cover bg-gray-100" style="aspect-ratio: 16/9"></figure>

<p>By analyzing these metrics, you can also gain insights into customer behavior and preferences, allowing for more targeted marketing strategies in the future.</p>

<h2>Conclusion</h2>
<p>The year-end rush doesn't have to be overwhelming. By preparing your systems through strategic automation, you can streamline operations, enhance customer experiences, and ultimately drive more sales. As you gear up for this busy period, remember that investing time in planning and implementing automation solutions now will pay off significantly when the holiday season arrives.</p>

<p>Embrace automation as a means to optimize your business processes and make the most out of this critical time of year.</p>

Seasonal Business Automation: Preparing Your Systems for the Year-End Rush

<figure id="figure-ko7ae02c2mazhwvcj"><iframe id="ko7ae02c2mazhwvcj" src="https://www.youtube.com/embed/J8EmMKwRTBw" class="w-full bg-gray-100 rounded-2xl md:rounded-3xl lg:rounded-4xl" style="aspect-ratio: 16/9;" allowfullscreen="" data-url="https://www.youtube.com/watch?v=J8EmMKwRTBw" data-corners="default" data-fullwidth="false" data-mce-src="https://www.youtube.com/embed/J8EmMKwRTBw" data-mce-style="aspect-ratio: 16/9;"></iframe></figure><p>Manual data entry is a hidden time sink for construction companies. If you’re closing deals in HubSpot and manually creating matching projects in Procore, you already know the pain: missed data, double entry, and costly delays.</p><p>In this guide, we’ll walk you through how to automate project creation in Procore whenever a deal is moved to Closed Won in HubSpot — using the no-code platform Make.com (formerly Integromat).</p><p>Whether you’re a general contractor, construction project manager, or operations lead, this automation will help you cut hours of admin work and scale your workflows with confidence.</p><h3>🛠️ What Is Procore and Why Automate It?</h3><p>Procore is a leading construction management platform used to manage field operations, RFIs, submittals, and project documents. But it’s not designed to talk directly to HubSpot out of the box.</p><p>By using Make.com, a no-code integration platform, we can build a powerful connection between HubSpot CRM and Procore, enabling automated workflows like:</p><ul><li>Auto-creating a project in Procore when a deal is won in HubSpot</li><li>Mapping contact and job data seamlessly between systems</li><li>Reducing costly errors from manual duplication</li></ul><h3>🔄 HubSpot to Procore Integration Use Case</h3><p>Let’s say your sales team is managing opportunities in HubSpot. Once a deal is marked as Closed Won, someone on your team has to:</p><ol><li>Go into Procore</li><li>Manually create a new project</li><li>Copy over job name, address, customer inf</li><li>Assign team members or templates<br><br>This process is time-consuming, inconsistent, and error-prone.</li></ol><p>With automation, you can:</p><ul><li>Trigger project creation instantly when a deal stage changes</li><li>Map CRM data into Procore fields with zero typing</li><li>Maintain one source of truth while improving operational speed</li></ul><h3>⚙️ How the Automation Works</h3><p>We use Make.com to build a visual scenario (workflow) that connects HubSpot and Procore APIs — all without code.</p><p>Here's the logic:<br></p><ol><li><strong>Trigger:</strong> A HubSpot deal enters a specific stage (e.g., "Closed Won")</li><li><strong>Search:</strong> Make.com gathers all relevant deal info (name, customer, contacts, custom fields)</li><li><strong>Create Project:</strong> Make.com uses Procore’s API to automatically spin up a new project with mapped fields</li><li><strong>Optional Add-ons:</strong> You can even auto-assign teams, upload documents, or notify your PM team via Slack or email</li></ol><p><br></p><h3>✅ Benefits of Automating Procore Project Creation</h3><ul><li>Save hours per project by eliminating manual setup</li><li>Reduce human error and miscommunication between sales and field ops</li><li>Standardize project intake across your company</li><li>Free up your team to focus on higher-impact tasks</li><li>Scale faster without growing headcount</li></ul><h3>💡 Who Should Use This Workflow?</h3><p>This no-code Procore integration is ideal for:</p><ul><li>General Contractors and Builders</li><li>Construction Project Managers</li><li>Sales/Ops teams using HubSpot</li><li>Companies managing 10+ projects/month</li><li>Any firm looking to streamline CRM-to-field workflows</li></ul><h3>📥 Want It Done for You?</h3><p>If you want help building this workflow or customizing it to your business, we’ve got you covered.</p><p>👉 Book a <strong><a data-mce-href="https://calendly.com/joshnocode/automation-discovery-call" href="https://calendly.com/joshnocode/automation-discovery-call">discovery call</a></strong>&nbsp;<br>📧 Or email us at <a href="mailto:hello@joshnocode.com" data-mce-href="mailto:hello@joshnocode.com"><strong>hello@joshnocode.com</strong>﻿</a></p><p>Click <strong><a data-mce-href="https://www.make.com/en/register?pc=joshnocode" href="https://www.make.com/en/register?pc=joshnocode">here</a></strong> to create a make.com account to start creating automated Procore workflows today.</p><h3>🧠 Final Thoughts</h3><p>Automating your <strong>HubSpot to Procore</strong> workflow is one of the highest-ROI decisions your construction company can make. It improves speed, accuracy, and scalability — without changing the tools your teams already use.</p><p>You don’t need to be a developer. With <strong>Make.com</strong> and the right automation logic, you can create powerful integrations that work 24/7.</p><p>Don’t let admin slow you down — automate it.</p>

How to Automate Procore Project Creation from HubSpot Deals

<figure id="figure-d7k5h9k7b9may2w87z"><iframe id="d7k5h9k7b9may2w87z" src="https://www.youtube.com/embed/T2lGj74FDUs" class="w-full bg-gray-100 rounded-2xl md:rounded-3xl lg:rounded-4xl" style="aspect-ratio: 16/9;" allowfullscreen="" data-url="https://www.youtube.com/watch?v=T2lGj74FDUs&amp;t=1s" data-corners="default" data-fullwidth="false" data-mce-src="https://www.youtube.com/embed/T2lGj74FDUs" data-mce-style="aspect-ratio: 16/9;"></iframe></figure><p><br><br>Tired of manually creating RFIs in Procore?<br><br>You're not alone. Manual Request for Information (RFI) workflows slow down projects, create confusion, and eat up valuable time that could be spent on actual construction work.</p><p>In this guide, I’ll show you exactly how to automate RFI creation in Procore using tools like Jotform, Make.com, and Google Drive — no coding required. This is the same automation we’ve implemented for construction teams across the U.S. to reduce admin time, avoid delays, and streamline their project communication.<br></p><h3>🚧 Why Manual RFIs Are a Problem in Construction<br></h3><p>If you’re a project manager or GC using Procore, you already know how chaotic the RFI process can get. You're chasing subcontractors for forms, digging through email threads for attachments, and manually inputting everything into Procore.</p><p>Not only is this time-consuming — it also creates risk. A missed RFI or delayed submission can throw off the entire timeline of a job.<br></p><h3>✅ What You'll Learn in This Tutorial</h3><p>In just 5 minutes, you’ll learn how to:</p><ul><li>Automatically create an RFI in Procore using Jotform</li><li>Connect form submissions to Procore with Make.com (Integromat)</li><li>Organize and store contractor-uploaded documents in Google Drive</li><li>Cleanly structure your folder system for fast RFI tracking<br><br>This setup removes all the manual steps and ensures every RFI submission is captured, documented, and synced with your project record in Procore.</li></ul><h3><br>🔧 Tools You'll Need<br></h3><p>This automation uses three main tools:</p><ul><li>Jotform – A contractor-facing form to collect RFI data and attachments</li><li>Make.com – The no-code automation tool to handle the workflow logic</li><li>Google Drive – To store files and organize them by project or contractor<br><br>If you haven’t already, you can sign up for Make.com <strong><a data-mce-href="https://www.make.com/en/register?pc=joshnocode" href="https://www.make.com/en/register?pc=joshnocode">here</a></strong>.</li></ul><h3>🧠 How It Works (Step-by-Step)<br></h3><p>Here’s a quick breakdown of the automation:<br><br><strong>1. RFI Form Submission via Jotform</strong><br>Your subcontractor fills out a branded RFI form — including fields like project name, question, urgency, and file uploads.</p><p><strong>2. Google Drive File Management</strong><br>As soon as the form is submitted, any attached documents are saved in a structured Google Drive folder organized by project.</p><p><strong>3. Make.com Triggers the RFI in Procore</strong><br>Behind the scenes, Make.com reads the form submission and uses Procore’s API to automatically generate a new RFI in the relevant project.</p><p><strong>4. Final Sync and Confirmation</strong><br>The new RFI shows up in Procore, already populated with the submission details and file links — ready for your team to respond.<br><br>📂 Folder Organization Tip<br><br>One of the overlooked benefits of this setup is clean folder structure. Every submission gets its own folder, making it easy to locate attachments and reference them later in Procore.<br></p><p><br></p><h3>🧰 Who This Is Built For</h3><ul><li>Construction Project Managers using Procore</li><li>General Contractors juggling multiple subcontractors</li><li>Ops teams exploring no-code tools like Make and Jotform</li><li>Anyone looking to scale their project communication workflows</li></ul><p><br></p><h3>💡 Final Thoughts</h3><p>Automating RFIs in Procore is one of the fastest ways to reduce admin overhead and prevent critical communication delays. If you’re serious about running a tighter ship on your construction projects, this workflow is a no-brainer.</p><p>Give it a try — or let us set it up for you.</p><h3><br>💬 Want This Built Into Your System?<br></h3><p>We’ve helped dozens of construction teams implement this exact workflow.<br><br>📅 Book an <a data-mce-href="https://calendly.com/joshnocode/automation-discovery-call" href="https://calendly.com/joshnocode/automation-discovery-call" data-mce-selected="inline-boundary">automation strategy call</a><br>📩 Or email us directly: <a href="mailto:hello@joshnocode.com" data-mce-href="mailto:hello@joshnocode.com">hello@joshnocode.com</a></p><p><br></p>

RFI Chaos? How to Automate RFI Creation in Procore

Automation Software Technology Process System

<h2>Understanding Automation Tools</h2>
<p>In today's fast-paced digital landscape, automation tools have become essential for businesses looking to streamline operations and improve productivity. These tools can automate repetitive tasks, reduce human error, and free up valuable time for employees to focus on more strategic initiatives. However, with a plethora of options available, choosing the right automation tool can be daunting.</p>

<p>Before diving into the selection process, it's crucial to understand what automation tools are and how they can benefit your business. In essence, automation tools are software solutions designed to execute tasks automatically, based on predefined rules and triggers. They can be applied across various departments, from marketing and sales to HR and customer service.</p>

<figure id="figure-2oiihxmdk5max1nhza"><img id="2oiihxmdk5max1nhza" src="https://cdn.durable.co/getty/22hnDH2uYTfR6Corsfwf8UqZf4XafGgaZXxu3YJGhoBxSM82K9CxeHoyp3LVIktI.jpeg" alt="automation tools" class="object-cover bg-gray-100" style="aspect-ratio: 16/9"></figure>

<h2>Identify Your Business Needs</h2>
<p>The first step in selecting the right automation tool is to clearly identify your business needs. Consider the tasks that consume most of your team's time and how automation could alleviate these burdens. For instance, if your marketing team spends hours sending out email campaigns, an email marketing automation tool might be beneficial.</p>

<p>Additionally, assess the scalability of your needs. As your business grows, your automation tools should be able to adapt and handle increased workloads. This foresight ensures longevity in your investment and avoids the hassle of switching tools frequently.</p>

<h3>Conduct a Workflow Analysis</h3>
<p>Before committing to any tool, conduct a thorough analysis of your current workflows. Identify bottlenecks and areas where automation could lead to significant improvements. This analysis will help you pinpoint specific features you need in an automation tool, such as integration capabilities with existing systems or advanced analytics functionalities.</p>

<figure id="figure-z8xk3vkr5max1nhza"><img id="z8xk3vkr5max1nhza" src="https://cdn.durable.co/getty/33XlXPYkSZsh5NVUsE5EsJIDX96aiUxVCt9tgdHhatIXtOOcUwdyBpaIGPPawoAP.jpeg" alt="workflow analysis" class="object-cover bg-gray-100" style="aspect-ratio: 16/9"></figure>

<h2>Evaluate Features and Functionality</h2>
<p>Once you have a clear understanding of your business needs, start evaluating the features and functionality of potential automation tools. Look for tools that offer a user-friendly interface, robust support, and comprehensive tutorials to ease the onboarding process.</p>

<p>Consider whether the tool provides customization options, as this flexibility can be crucial for tailoring the solution to your unique processes. Additionally, prioritize tools that offer seamless integration with other software you currently use, ensuring a cohesive tech stack.</p>

<h3>Scalability and Pricing</h3>
<p>Scalability is a vital factor when choosing an automation tool. Ensure that the tool you select can grow with your business and accommodate additional users or increased data as needed. Evaluate the pricing models of different solutions and choose one that aligns with your budget while offering good value for money.</p>

<figure id="figure-jlaxt3lxqfmax1nhza"><img id="jlaxt3lxqfmax1nhza" src="https://cdn.durable.co/getty/22EsKiV8E1NhAEO6SBZG6TXXWAaL09uWjaITB41yEJWZaOdplU1HeoLbQRMV7PTH.jpeg" alt="pricing models" class="object-cover bg-gray-100" style="aspect-ratio: 16/9"></figure>

<h2>Trial Runs and Feedback</h2>
<p>Before making a final decision, take advantage of free trials or demo versions offered by many automation tool providers. This hands-on experience will give you a better understanding of the tool's capabilities and how it fits within your workflow.</p>

<p>During the trial phase, gather feedback from team members who will be using the tool regularly. Their insights can provide valuable perspectives on usability and potential challenges that may arise during implementation.</p>

<h3>Making the Final Decision</h3>
<p>After evaluating all factors and considering user feedback, it's time to make an informed decision. Choose a tool that not only meets your current needs but also has the potential to evolve with your business. Remember, the right automation tool should enhance efficiency, reduce costs, and ultimately contribute to achieving your business goals.</p>

A Comprehensive Guide to Choosing the Right Automation Tools

<figure id="figure-iwlrld6hhhmav9kc3c" class="selected"><iframe id="iwlrld6hhhmav9kc3c" src="https://www.youtube.com/embed/faCP5A0n8nM" class="w-full bg-gray-100 rounded-2xl md:rounded-3xl lg:rounded-4xl" style="aspect-ratio: 16/9;" allowfullscreen="" data-url="https://www.youtube.com/watch?v=faCP5A0n8nM" data-corners="default" data-fullwidth="false" data-mce-src="https://www.youtube.com/embed/faCP5A0n8nM" data-mce-style="aspect-ratio: 16/9;"></iframe></figure><p>Manually entering submittals in Procore wastes time, introduces errors, and slows down your entire construction documentation process. In this guide, we’ll walk you through what’s possible when you automate Procore submittal creation — without diving into the technical weeds.</p><p>Whether you’re managing spec-driven projects, coordinating closeout packages, or handling internal documentation, a no-code Procore automation workflow can save your team hours each week while keeping your records clean and compliant.</p><h3>Why Automate Submittals in Procore?</h3><p>Construction teams spend too much time:</p><ul><li>Typing the same info twice</li><li>Chasing email threads</li><li>Uploading documents manually<br><br>Automation solves these problems by:</li><li>Reducing manual data entry</li><li>Improving field-to-office communication</li><li>Ensuring faster RFI and submittal turnarounds</li></ul><h3>What an Automated Workflow Looks Like</h3><p>Imagine this:</p><ul><li>A subcontractor fills out a digital form</li><li>Your internal team reviews the request</li><li>A submittal is automatically created in Procore with the right subject, project, and attachments<br><br>No back-and-forth. No copying and pasting. Just a seamless submission-to-Procore pipeline.<br><br>This setup replaces outdated systems like PDF templates, email inboxes, and manually updated logs.</li></ul><h3>What Tools Power This Automation?</h3><p>We use best-in-class no-code tools that integrate directly with Procore:</p><ul><li>A flexible intake system that your field team or subs can use from any device</li><li>A back-end logic layer that validates and routes submittal data</li><li>Procore integration that instantly creates a submittal with mapped fields and linked documentation<br><br>The result? A system that runs in the background so your team can focus on building, not babysitting documentation.</li></ul><h3>Is This Right for You?<br></h3><p>This type of automation is ideal for:</p><ul><li>Project engineers juggling dozens of active submittals</li><li>General contractors who want cleaner intake from subcontractors</li><li>Teams aiming to digitize closeout workflows without adding headcount<br><br>Whether you’re mid-project or building out new internal systems, this workflow can be adapted to match your team’s tools and structure.</li></ul><h3>Why Work With Us</h3><p>We specialize in helping construction teams implement no-code workflows that actually make a difference. You won’t get a generic tutorial — we’ll build a system that fits your project structure, terminology, and internal review process.</p><p>We’ve done this before. We’ll do it right for you.</p><h3>Let’s Build It for You<br></h3><p>You don’t need to learn Airtable or Make.com. You just need a partner who can make it work.</p><p>✨ <a data-mce-href="https://calendly.com/joshnocode/automation-discovery-call" href="https://calendly.com/joshnocode/automation-discovery-call">Book a free consultation</a></p><p>✉️ Or email us: hello@joshnocode.com</p>

How to Automate Submittals in Procore Without the Manual Hassle

Josh No Code

Josh No Code specializes in migrating contractor CRM data into AccuLynx and JobTread. We help roofing and construction companies transition from platforms such as JobNimbus, Buildertrend, CoConstruct, Roofr, RoofLink, and Leap/JobProgress, preserving important business information including jobs, contacts, photos, documents, notes, activity history, and financial records. We also move data into and out of other contractor and construction systems with the same proven process, and have completed 100+ data migrations in the last 3 years for some of the largest contractors in North America.

Blog

From Legacy to Leading: Navigating CRM Data Migrations Su...

Seasonal Business Automation: Preparing Your Systems for ...

How to Automate Procore Project Creation from HubSpot Deals

RFI Chaos? How to Automate RFI Creation in Procore

A Comprehensive Guide to Choosing the Right Automation Tools

How to Automate Submittals in Procore Without the Manual ...