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    Learn how Origin 63 automated ticket creation in HubSpot based on call outcomes and SMS content, improving efficiency and customer service in the healthcare sector.
    Origin 63
    March 28,2025
    4 minute read

    How We Solve Automated Ticket Creation Based on Call and SMS

    When ticket creation relies on manual processes, mistakes happen, and service slows down. For one healthcare client, this manual approach to creating tickets based on call...
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    “Augment, not replace.” Leaders discuss the future of AI in sales, support, and retention at O63’s San Francisco event.
    Origin 63
    March 26,2025
    1 minute read

    Inside the SF Executive Roundtable: How AI Is Reshaping Revenue and Retention

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    Automate ticket ownership in HubSpot based on round-robin meeting hosts, ensuring seamless customer service and efficient workflow management.
    Origin 63
    March 19,2025
    4 minute read

    How We Solved Ticket Ownership Challenges with Round-Robin Workflows in HubSpot

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    Discover how Origin63 helped a financial services provider streamline data, eliminate redundancies, and enhance reporting in HubSpot.
    Origin 63
    March 12,2025
    2 minute read

    Solving Complex Data Architecture: How We Helped a Financial Services Provider Transition from Salesforce to HubSpot

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    Discover how Origin63 automated nonprofit sales standards in HubSpot, reducing oversight while ensuring consistent donor outreach and improving fundraising outcomes.
    Origin 63
    February 26,2025
    3 minute read

    How We Helped a Nonprofit Streamline Deal Management

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    Enhanced HubSpot form logic for a financial advisory firm—seamless multi-checkbox responses, driving efficient data capture & win!
    Origin 63
    February 19,2025
    3 minute read

    How We Helped a Financial Advisory Firm Optimize Conditional Logic in HubSpot Forms

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    Streamlined RFQ workflows for a U.S. manufacturer using HubSpot Playbooks—boosting efficiency, data accuracy, and team collaboration.
    Origin 63
    February 12,2025
    2 minute read

    How We Helped a Manufacturing Industry Client Streamline Workflows with HubSpot Playbooks

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    Discover how Origin63 customized a scalable deal approval process in HubSpot, ensuring compliance, efficiency, and seamless collaboration
    Origin 63
    February 5,2025
    1 minute read

    How Origin63 Helped a Real Estate Client Achieve Compliance and Efficiency

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    Discover how visual timelines in Miro and the Program Organizer tool transformed project management, reducing delays and fostering collaboration.
    Origin 63
    January 29,2025
    3 minute read

    How We Helped Clients Stay on Track and Meet Deadlines

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    Learn how Origin63 streamlined relationship management between companies and properties using innovative HubSpot solutions without upgrades.
    Origin 63
    January 22,2025
    2 minute read

    How Origin63 Helped a Horticulture Client Manage Companies and Properties in HubSpot

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