What was built
NBS is the arm of the LeasingLama group that handles leasing enquiries for the Emil Frey brands and their partner portals. Every channel arrives in a different shape, by email or by form, and each one has to become a usable deal with a proposal attached and an owner on it.
| Area | Description |
|---|---|
| Source pipelines | A dedicated HubSpot pipeline and Make.com scenario per source: the Emil Frey offer portal, Leasingmarkt, NullLeasing, Mitarbeitervorteilswelt, Düren Consulting and own landing pages |
| Lead parsing | Incoming mail and form payloads parsed into deals or tickets, with company and contact resolution and deduplication |
| Vehicle data | Vehicle records pulled from CD Systeme so the proposal carries real specifications |
| Documents | Leasingangebot rendered as a PDF, stored on the HubSpot record and mailed to the customer, plus the Selbstauskunft PDF and attachment download helpers |
| Owner routing | Deal owner set at creation, including the meeting-booked path where the contact owner was previously unknown |
| Data load | Contacts, companies and deals loaded from Eclara into the group CRM, with vendor association rules corrected |
Folded under LeasingLama in August 2026. It was tracked as its own client folder until then, but it is one support stream of the same group rather than a separate engagement.
Tech stack
| Technology | Role |
|---|---|
| HubSpot | Deals, tickets, pipelines, customer email |
| Make.com | Lead parsing, PDF generation, vehicle lookups, alerting |
| Microsoft 365 | Outlook as the sending path for customer and vendor mail |
Project stats: 133 tasks, ~236h.
Zuletzt bearbeitet
- 2025-01-16 [W51] Support Done
- 2024-12-20 Turnoff Ticket enrichment + Insertfrage send email scenarios/logic Done
- 2024-12-05 Selbstauskunft: Troubleshooting Done
- 2024-12-02 [VerkaufNeu] Consolidate pipelines to single pipeline + Deal.owner Automation Done
- 2024-11-30 [VerkaufNeu] If Selbstausunft AND contact/deal.owner empty => Set owner Andy Done
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