Metabrain
MetaPipe
MetaHub
Pipedrive 
HubSpot 
Make & Integrations 
Company Brains (MCP) This project brings vehicle leasing enquiries into HubSpot and prepares them for the sales team. Customer details, vehicle information and proposal documents are added automatically before enquiries go to the right partner.
What was built
- Collect enquiries from forms, emails and partner websites in HubSpot.
- Match customer and company details to existing records.
- Add vehicle details and the source of each enquiry automatically.
- Generate proposal PDFs with customer information and leasing terms.
- Pass enquiries to the responsible partner and send email notifications.
- Keep attachments and email conversations with the enquiry.
Recently touched
- 2024-12-19 [W50] Support Done
- 2024-12-10 [W49] Support Done
- 2024-12-03 [W48] Support Done
- 2024-11-26 [W47] Support Done
- 2024-11-18 [W46] Support Done
Other projects in this case study
Ongoing Support
This project keeps the daily leasing enquiry process working as partner websites change. Regular checks and repairs help the sales team receive enquiries with the right contact details and owner.
Read case studyPartner Enquiry Handover
This project renewed partner enquiry handling and trained the client team to maintain it themselves. It also added alerts and corrected contact details so interrupted enquiries could be recovered.
Read case studyPartner Enquiry Management
This project handles the group’s vehicle leasing enquiries from partner websites. Each enquiry becomes a usable HubSpot record with an owner, vehicle details and the documents needed for an offer.
Read case study