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← OD Solutions
CRMAutomation Project Staffing & Recruiting

OD Solutions · 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.

Duration 12 months
Tasks 85
Meetings 3

This project connects a sale to the work and paperwork that follow it. The team gets invoices, delivery tasks and shared documents without copying the same deal details into each tool.

What was built

  • Create an EasyBill invoice with the correct customer and products when a HubSpot deal is won.
  • Create an Asana task with project details and attachment links at the same time.
  • Generate briefs, contracts and service documents from sales information.
  • Store documents in Google Drive and link them to Asana and HubSpot.
  • Schedule recurring documents and tasks from dates, deal details or form submissions.
  • Check for duplicate customers and tasks and resolve failed updates.

Recently touched

  • 2025-01-16 [Q4] Support Done
  • 2024-11-07 [Easybill] Document(Invoice) add to create date 2 weeks Done
  • 2024-10-29 [W43] Support Done
  • 2024-10-21 [W42] Support Done
  • 2024-10-16 [W41] Support Done

Other projects in this case study

  • 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

  • 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

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