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← OSI Global
CRMAutomation Project IT Infrastructure

OSI Global · Service System

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

Duration 10 weeks
Tasks 7

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

What was built

  • Associate contacts with the relevant service order automatically.
  • Use each contact’s service role to choose the association.
  • Correct a contact research issue when no information is returned.

Recently touched

  • 2026-05-13 Build the HubSpot workflow to auto-associate contacts based on `SO contact type`. 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
  • 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.

    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
  • 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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