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← Zebra Embassy
CRMAutomation Project Public Funding Consulting

Zebra Embassy · Ongoing Support

Ongoing support helps Zebra Embassy carry sales information into client delivery. HubSpot and Make create handover notes, review lost opportunities and support company research.

Duration 10 weeks
Tasks 10
Meetings 5

Ongoing support helps Zebra Embassy carry sales information into client delivery. HubSpot and Make create handover notes, review lost opportunities and support company research.

What was built

  • Create a handover note after the sale.
  • Review lost opportunities automatically to capture lessons for the team.
  • Research companies using HubSpot and OpenRegister.
  • Maintain automatic updates between HubSpot and existing company information.

Recently touched

  • 2026-06-10 HubSpot Agents Done
  • 2026-06-10 Automated Research Workflow (HubSpot & OpenRegister) Done
  • 2026-06-10 Automated Handover Note (Post-Sales) Done
  • 2026-06-10 Automated Closed-Lost Analysis & Learnings Done
  • 2026-05-18 Feedback Hubspot <> Make.com automations Done

Other projects in this case study

  • HubSpot Onboarding

    HubSpot gives Zebra Embassy a shared view of companies, funding projects and investor relationships. The team can follow milestones, see workload and receive automatic reminders without maintaining…

    Read case study

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