Case Study: Emerald Built Environments achieves real-time deal data sync across HubSpot, Teams, and SharePoint with SoHo Dragon

Emerald Built Environments - Customer Case Study

Emerald Built Environments, a construction and sustainability management company, faced a challenge syncing real-time deal data across its key business applications. They used HubSpot for CRM, Microsoft Teams for communication, and SharePoint for document management, but these systems operated in silos. The company engaged vendor SoHo Dragon to create a solution that would allow deal status, comments, and notes to synchronize reciprocally across all three platforms to improve collaboration and efficiency.

SoHo Dragon implemented a custom-coded solution to sync HubSpot deal metadata with Microsoft Teams, automatically creating a new channel for each deal. They also successfully integrated the deal data with SharePoint. The project was completed within the five-week timeframe. The result gives Emerald's employees real-time visibility into deal status on any device, enabling better collaboration between field and office teams and streamlining information flow between sales, project management, and back-office operations. SoHo Dragon's solution enhanced the value of the company's existing IT investments.

Emerald Built Environments