HubSpot
CRM and Marketing Platform
HubSpot is an all-in-one cloud platform combining CRM, marketing, sales, and customer service tools. It gives teams a shared view of every contact and deal, with built-in tools for email marketing, automation, lead tracking, and reporting.
Widely used by small and mid-sized businesses, HubSpot is known for its ease of use and a generous free tier that covers core CRM functionality.
Key features:
- CRM and contact management
- Email marketing and automation
- Sales pipeline and deal tracking
- Landing pages and forms
- Live chat and chatbots
- Customer service and ticketing
- Reporting and dashboards
- 1,000+ integrations
Case studies using HubSpot
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OD Solutions
OD Solutions is a German B2B services company providing recruitment, consulting, and office services. Metawork redesigned and optimized their entire sales and operations stack, con…
- HubSpot Core Setup
- Lead Lifecycle
- EasyBill Integration
- Asana Integration
- Kanzleistelle Workflows
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Centric Software
Centric Software is an enterprise PLM/retail software company that acquired two businesses — Contentserv and ShoppingFeed — each with their own CRM stack (HubSpot + Pardot for Cont…
- Discovery & Architecture
- Data & Logic Mapping
- HubSpot → Salesforce Sync
- Salesforce → HubSpot Sync
- Bulk Migration
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BISS | HubSpot Integration
BISS is a multi-location dental practice chain in Germany, operating several practices including locations in Magdeburg and under the Rümeysa brand. Metawork built a complete autom…
- Ivoris API Integration
- Patient Sync
- Appointment Sync
- Document Entry Sync
- Queue System
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Smileforyou
Smileforyou is an orthodontics and dental clinic offering patient care, treatment planning, and appointment scheduling. Metawork built a comprehensive HubSpot ecosystem integrating…
- **Patient Management**
- **Appointment Scheduling**
- **Treatment Workflows**
- **Clinical Task Automation**
- **Insurance & Billing**
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Record Express
Record Express is a vinyl record and merchandise retailer offering shipping, quotation, and order management capabilities. Metawork built a complete integration connecting their e-…
- **Pipedrive Migration**
- **Checkout & Payments**
- **Shipping Integration**
- **Forms & Calculations**
- **Automations**
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LeasingLama
LeasingLama is a German vehicle leasing marketplace connecting multiple vehicle leasing companies (including Volvo, Subaru, and others) with customers. Metawork built and maintains…
- Ticket Integration
- Company & Contact Resolution
- Ticket Enrichment
- PDF Generation
- Vendor Coordination
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CREATIO AG
CREATIO AG is a Swiss real estate development company. Metawork built a suite of AI-powered automation workflows connecting their email inbox (Missive), HubSpot CRM, Google Drive,…
- Real Estate Deal Pipeline
- AI File Auto-Sorter
- Google Drive Integration
- Newsletter → Deals
- Missive → Notion
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Zebra Embassy
Zebra Embassy is a venture capital or investment firm managing a portfolio of companies, tracking investor relationships, and coordinating deal workflows. Metawork built a HubSpot-…
- **Project (Portfolio Company) Management**
- **Investor/VC Tracking**
- **Task & Activity Automation**
- **Email-to-Project Linking**
- **Database Integration**
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OSI
OSI is a B2B enterprise company providing supply chain management, order processing, and sales operations solutions. Metawork designed and built a comprehensive lead enrichment and…
- Lead Enrichment Pipeline
- Contact Lifecycle
- Company Intelligence
- Order Processing
- Lead Gen Landing Pages