Lead capture automation

Landing forms, ad leads, and trade-show lists all landed in different spreadsheets. Sales started every morning cleaning data, and leads went cold in the meantime.

The bottleneck was 'moving things around'

Sales is about responding to people, but the hours went to collating, deduping, and typing into the CRM. A new lead took a day to register, and the first outreach came only after that.

So we funneled every channel into one flow and let it reach the CRM without a human touch.

Pipeline

• Every inbound channel collected through a single webhook
• Automatic dedup by email and phone number
• Lead score and source tag attached, then registered to the CRM in real time
• Instant notification to the owner when a new lead arrives

When a lead comes in, Slack knows before I do. I call them before they cool off.— Sales Lead