Strictly Necessary

Required for the website to function. Cannot be disabled.

Always active

Analytics

Help us understand how visitors use the site so we can improve it.

Marketing

Used to deliver relevant ads and track their effectiveness.

← LeasingLama
CRMAutomation Project Automotive & Leasing

LeasingLama · 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.

Duration 12 months
Tasks 41
Meetings 20

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 study
  • Partner 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
  • HubSpot 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

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