Metabrain
MetaPipe
MetaHubClient: OSI Global (HubSpot setup: see ../client.md)
HubSpot lead intake for OSI's inbound web leads: automatic assignment (account owner or 16-rep rotation), escalating reassignment until a rep claims the lead, rep accountability (trace check, strikes, 15-day suspension, 3-day follow-up) and Monday reporting.
Build approach: reassignment and rotation run as HubSpot workflow custom code steps, no Make. Rotation roster is a HubSpot team.
Meetings
- 2026-10-21 Lead Tracking Project
Recently touched
- 2026-10-31 M1 · Intake and routing In Progress
- 2026-10-31 M2 · Roster and response clock In Progress
- 2026-10-31 HubSpot saved views for Fast and First Open
- 2026-10-31 Reassignment to the next rep at work, then Jim after 2 moves In Progress
- 2026-10-30 M5 · 30-day review Open
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