Metabrain
MetaPipe
MetaHub
Pipedrive 
HubSpot 
Make & Integrations 
Company Brains (MCP) 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.
What was built
- Collect enquiries from partner forms and emails in HubSpot.
- Assign the responsible salesperson when the enquiry arrives.
- Add vehicle specifications to support accurate proposals.
- Create lease proposal PDFs and send them to customers.
- Keep customer information forms and attachments with the enquiry.
- Bring existing customer and sales records from Eclara into the shared customer system.
Recently touched
- 2025-01-16 [W51] Support Done
- 2024-12-20 Turnoff Ticket enrichment + Insertfrage send email scenarios/logic Done
- 2024-12-05 Selbstauskunft: Troubleshooting Done
- 2024-12-02 [VerkaufNeu] Consolidate pipelines to single pipeline + Deal.owner Automation Done
- 2024-11-30 [VerkaufNeu] If Selbstausunft AND contact/deal.owner empty => Set owner Andy 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 studyHubSpot Support
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…
Read case study