HubSpot CRM & Email Automation
1The Challenge
The client was losing high-value leads due to a fragmented sales pipeline. Leads coming in from various marketing channels were not being routed to the correct sales reps, and follow-up emails were entirely manual, leading to a massive drop-off in engagement.
2Our Technical Solution
We designed a multi-branch conditional logic tree inside HubSpot CRM, powered by Make.com webhooks. When a lead enters the system, our automation instantly categorizes them by industry and assigns them to the right rep, simultaneously triggering a personalized email sequence.
3The Impact & Results
- Automated 100% of the lead routing process.
- Increased email open rates by 35%.
- Saved the sales team 15+ hours per week in manual entry.
Project Brief
"Awesome, I recommend him very much. Provided top-notch coding and configuration."
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