HubSpot workflow automation

Ivoris → HubSpot appointment sync

Dental clinics (BISS, Smileforyou): appointment in clinic software → HubSpot meeting + deal stage advance + clinical task auto-creation. Queue-based to prevent API overload across 6+ locations.

Deal close → EasyBill invoice

OD Solutions: deal reaches close-won → EasyBill invoice generated with line items, customer mapped by EasyBill CustomerID, one-time and recurring billing both supported.

Salesforce ↔ HubSpot bidirectional sync

Centric Software: bidirectional contact/company/lead sync between two acquired HubSpot instances (Contentserv, ShoppingFeed) and a central Salesforce — with deduplication, conflict resolution, and Pardot attribution preserved.

Inbound form → enrichment → routing

OSI: form submission → Apollo + Zerobounce + Sales Navigator enrichment → intent scoring → sales-rep routing. Bad emails get dropped before they ever reach a rep’s inbox.

Portfolio DB → HubSpot custom objects

Zebra Embassy VC: portfolio company updates in PostgreSQL → HubSpot Project custom-object sync. Team members see portfolio changes in HubSpot without leaving the CRM.

Ticket → Asana task with briefing

OD Solutions: service ticket created → Asana task auto-created with briefing document attached — so the recruiter working the case has everything they need in one place.

Clinical treatment phase → tasks

Smileforyou: deal stage progression (Anfangsdiagnostik → Behandlung → Abrechnung) triggers clinical task auto-creation, auto-close on completion, and email reminders to patients.

Deal-stage invoice reconciliation

BISS: Ivoris document-entry (treatment billing) writes revenue back to HubSpot deal properties — financial reporting reflects what actually happened in the chair.

Operations Hub webhooks

When HubSpot native actions can’t reach it, we wire Operations Hub programmable workflows to Make, custom APIs, or direct webhook calls.