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.
What was built
- Check incoming enquiry handling weekly.
- Recover enquiries affected by interrupted processing.
- Correct missing owners, contact details and sales stages.
- Adjust enquiry assignment when partner websites or sales processes change.
Recently touched
- 2026-09-10 Fwd: Trestle. Done
- 2026-08-03 meta tag Done
- 2026-06-19 Recreate the deleted 60-day auto-archiving filter. Done
- 2026-05-27 Fwd: Trestle Done
- 2026-05-11 Regular automation for non-loan leads coming thru pipedrive form Done
Other projects in this case study
Partner 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 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…
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