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← OSI Global
CRMAutomation Project IT Infrastructure

OSI Global · HubSpot Optimization

OSI’s team gets fuller customer records and less manual order work in HubSpot. Contact research, email checks and order calculations run automatically.

Duration 18 months
Tasks 328
Meetings 87

OSI’s team gets fuller customer records and less manual order work in HubSpot. Contact research, email checks and order calculations run automatically.

What was built

  • Add business details to new company and contact records.
  • Check email addresses before outreach.
  • Find relevant contacts at target companies.
  • Route interested leads into sales follow up.
  • Read purchase orders and calculate hardware costs.
  • Alert the team when order processing needs attention.

Recently touched

  • 2026-11-09 HubSpot workflow custom code: migrate Node.js 16/20 actions to Node.js 24 (CVE-2026-111497, Hub 21878985) Done
  • 2026-11-07 Native HubSpot rebuild: IQR SP Map custom object + line-items & SP-map population workflows (replace Make + datastore) Done
  • 2026-11-07 IQR automations: process health check and monitoring plan In Progress
  • 2026-10-25 Orum dialer phone number mapping and ZoomInfo field normalization Done
  • 2026-10-25 ZoomInfo integration mapping and Orum dial config with OSI Done

Other projects in this case study

  • Fast and First Lead Routing

    Incoming web enquiries go to the relevant account owner or a sales team rotation. Response checks help the team see whether an enquiry has received attention.

    Read case study

  • Sales MCP

    Sales staff can research prospects and prepare follow ups in chat. Email drafts save straight to HubSpot, so staff do not have to copy them between tools.

    Read case study

  • Website Refresh

    Buyers can search OSI’s hardware catalogue and send quote requests straight to HubSpot. The team can update website content itself or describe changes through Claude and ChatGPT.

    Read case study

  • Sales Automation

    The sales team gets company and contact information added to HubSpot automatically. Email checks and consistent phone numbers help staff prepare their next conversation.

    Read case study

  • Service System

    This project helps OSI organise service contacts in HubSpot. Completed work connects contacts to service orders according to their role.

    Read case study

  • Pricing Assistant

    Exploratory work considered Claude Projects for helping OSI Global with pricing questions. The recorded activity covers questions about using Claude Projects.

    Read case study

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