← OSI Global
CRM Project

OSI Global · Sales Automation

How Metawork built a fully automated B2B lead enrichment and order processing platform for OSI: HubSpot CRM connected to Apollo, Zerobounce, and Sales Navigator with dynamic pricing, landing cost calculation, and full scenario health monitoring. 729+ hours delivered.

Duration 13 months
Tasks 85

Recently touched

  • 2026-08-12 HubSpot Connector: Resolve Aggregate CRM Query (query_crm_data) Permission Error Done
  • 2026-08-08 HubSpot Scope Question for Aggregate CRM Queries (query_crm_data) Done
  • 2026-05-21 Daily agenda email: Claude + HubSpot workflow Done
  • 2026-05-21 Skills & Sequences Done
  • 2026-05-21 Skills & Sequences Done

Other projects in this case study

  • HubSpot Optimization

    OSI's HubSpot Optimization project is a large-scale initiative delivering a complete lead enrichment and order processing platform. The system combines multiple data sources (Apollo, Zerobounce,…

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  • Sales MCP

    The core system is an MCP server that sales reps talk to in chat. It exposes OSI's sales process as a set of tools, skills and playbooks.

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  • Website Refresh

    We ripped out OSI Global's legacy WordPress installation and replaced it with a lightning-fast static site. To hit strict performance targets, we scaffolded the core project in Astro and built…

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  • Service System

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  • Pricing agent

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