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← OD Solutions
CRMAutomation Project Staffing & Recruiting

OD Solutions · 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.

Duration 14 months
Tasks 127

This project gives the sales team a clearer view of leads and the next action to take. Meeting results and sales activity update records automatically, with checks for missing or repeated information.

What was built

  • Update lead and contact status from meeting results and sales activity.
  • Create the next work item for a lead and handle missed meetings or unanswered calls.
  • Prevent contact rotation when a sales conversation is already underway.
  • Find missing and duplicate leads and flag inconsistent customer details.
  • Show sales activity and record quality in regular reports.
  • Prepare quote templates and refine the setup through regular support.

Recently touched

  • 2024-12-30 Send leads to LeadHero Done
  • 2024-11-07 Archive some deprecated properties on deals and companies Done
  • 2024-11-07 MRR aktiv (calculation field on companies) Done
  • 2024-11-07 Update contact.salutation based on an array of names Done
  • 2024-10-16 Opener provisioning (Phase two / February milestone) 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
  • 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

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