Recently touched
- 2026-09-05 BMD Products & PriCat sync (BMD→HubSpot) Open
- 2026-09-05 Order 2.0 outbound — build + push (kv_aktion=abrechnen) In Progress
- 2026-09-03 BMD SharePoint exchange + custom-code file helper (logging) Open
- 2026-09-03 Abo recurring invoicing (per billing cycle, next-billing-date driven) Open
- 2026-09-03 Abo Versand pipeline (Beleg/Ausgabe) + delivery automation Open
What we built
- 01
Object model
Custom objects for Medien, Erscheinungstermine, Kapazität and the ad positions on a deal, with associations so a booking reserves capacity and a cancellation releases it
- 02
Capacity generator
A new publication date cascades into its capacity records and the associations between object, date, capacity and product
- 03
Quoting
Five coded quote templates on a custom HubSpot child theme covering Angebot, Auftrag and credit-note variants, driven by the action chosen on the deal. Integration with MobileForce, which provides custom quoting options before a contract is locked in
- 04
Cancellations
Storno and Verschiebung of already-invoiced positions become proper Gutschrift deals rather than edits to history
- 05
Invoicing
Order data pushed onward into BMD directly for invoicing
- 06
Migration
MediaSuite objects, products, publication dates and capacities imported by script with encoding remediation, dry runs, rollback records and a delta import at cutover
- 07
Newsletter migration
~220,000 contacts and 22 lists moving from Inxmail into HubSpot, lists mapped to subscriptions with consent dates, hard bounces and legal blacklist honoured, raw export archived as a GDPR record
- 08
Onboarding
The engagement began as a HubSpot onboarding: sales pipeline, products, quote template, first automations, contact import and team training