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← OD Solutions
CRMAutomation Project Staffing & Recruiting

OD Solutions · 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.

Duration 28 months
Tasks 507
Meetings 45

This project keeps the team’s everyday sales and delivery tools working together. Regular checks and repairs address failed invoices, missing updates and duplicate records.

What was built

  • Monitor automatic updates and fix failures affecting invoices, contacts or Asana tasks.
  • Maintain recurring billing and invoice email delivery in EasyBill.
  • Update shared documents and their links in Asana and HubSpot.
  • Keep recruitment tasks and applicant progress connected to HubSpot.
  • Clean up old customer details and check lead stages and duplicate records.
  • Maintain Kanzleistelle onboarding, email steps and team guidance.

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
  • 2026-09-24 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
  • 2026-09-16 Hubspot workflow request for blacklist handling Done

Other projects in this 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

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