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← OD Solutions
CRMAutomation Project Staffing & Recruiting

OD Solutions · 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.

Duration 23 months
Tasks 22

This project supports OD Solutions’ law office consulting division. HubSpot brings sales progress, partner status and campaign activity together so the team can see what needs attention.

What was built

  • Track consulting opportunities through engagement, document signing and sale.
  • Bring ActiveCampaign mailing activity into HubSpot.
  • Apply contact labels automatically from relevant campaign activity.
  • Keep partner progress visible in the sales record.
  • Schedule upcoming tasks and link them to the relevant company.
  • Show sales progress in reports for the consulting division.

Recently touched

  • 2026-06-13 URGENT: Check possible change to Learningsuite account creation trigger Done
  • 2026-05-02 Fwd: Document shared with you: ‘Anforderungen Cold Outreach KS (HS - AC) (2026)’ Done
  • 2025-01-16 [Q4] Support Done
  • 2024-11-17 [ActiveCampaign] Set filter to incoming campaigns to Kanzleistelle Cold Outreach Kampagne Done
  • 2024-11-15 Update scenario to schedule the task for upcoming mondays and link to orgs 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.

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  • 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

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