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CRM Staffing & Recruiting

OD Solutions

OD Solutions offers recruitment, consulting and office services in Germany. Its teams needed to avoid retyping sales details into invoices, documents and project tasks. HubSpot now starts that work automatically through EasyBill, Asana and Make.

Key Outcome

Won HubSpot deals create EasyBill invoices and Asana tasks with the customer and project details already attached.

Tracked hours
725
Tasks
746

Tracked hours by project, as a share of the client total

Tools used

  • HubSpot
  • Make
  • EasyBill
  • Asana
  • ActiveCampaign

What we built

  1. 01

    Sales follow up

    Lead and contact status changes trigger the next sales action, including missed meeting follow ups.

  2. 02

    Invoicing

    HubSpot deals create one off or recurring EasyBill invoices with the relevant customer details.

  3. 03

    Delivery tasks

    Sales records create Asana tasks with project details and document links.

  4. 04

    Documents

    Briefs, contracts and service documents are created from customer records and linked back to the work.

  5. 05

    Consulting sales

    Kanzleistelle tracks partner progress and mailing activity with automatic contact labels and reminders.

  6. 06

    Recruitment leads

    A daily job advert check brings relevant vacancies into HubSpot and matches companies to existing records.

  7. 07

    Ongoing care

    Regular checks flag failed updates, missing details and duplicate contacts for correction.

OD Solutions needed sales and operations to share the same customer information. Repeating deal details in invoices, documents and delivery tasks took time. Won HubSpot deals now create invoices in EasyBill and tasks in Asana, while automatic updates keep the teams informed.

Projects

  • Sales and Operations Support

    Regular support keeps HubSpot, EasyBill and Asana working together. Checks and repairs cover invoice delivery, customer records, documents and recruitment tasks.

    Read case study

  • Recruitment Lead Tracking

    Daily checks of Indeed job adverts bring relevant recruitment opportunities into HubSpot. Company matching and corrected addresses help the team work from existing customer records.

    Read case study

  • Kanzleistelle

    Kanzleistelle’s consulting sales team tracks prospects, partner progress and email campaigns in HubSpot. Mailing activity adds contact labels and creates timely follow up tasks.

    Read case study

  • EasyBill + Asana

    Won HubSpot deals create EasyBill invoices and Asana tasks automatically. Briefs and contracts are stored in Google Drive and linked to the relevant sales and delivery records.

    Read case study

  • HubSpot Improvements

    HubSpot keeps lead progress, contact status and follow up work aligned automatically. Reports and alerts help the sales team spot missing details and duplicate records.

    Read case study

Recently touched

  • 2026-11-05 HubSpot workflow custom code: check OD portal for Node.js 16/20 actions and migrate to Node.js 24 (CVE-2026-111497) Done
  • 2026-11-04 HS-004: Fix AGB form → Google Sheets sync — Make IMLError (broken headers), recover missing leads Done
  • 2026-09-28 Daily Indeed job-posting monitor → HubSpot (Steuerfachangestellte) Done
  • 2026-09-24 HubSpot contract renewal: hub dependency audit (Service/Content/Data/Revenue Hub Pro) Done
  • 2026-09-22 [KS] Cold Outreach: missing Qualified mirror WF — contacts don''t leave list 2653 Done