Lead Intelligence
Zapier Customer Lead Automation
A lead handling flow that sorted inbound contacts into clearer follow-up paths and reduced messy manual handling.
The brief
What needed to be solved.
Lead systems slow down when every new contact lands in the same bucket.
The job was to sort new leads in a way that made follow-up faster and more specific.
The constraint
What made it interesting.
I built the flow around intake, sorting, and handoff.
Each lead moves through the workflow and lands in the next action path that fits the signal.
The build
What was assembled.
Zapier orchestration for intake and handoff.
Segmentation rules for routing leads.
Downstream paths for different follow-up cases.
Built around response speed and cleaner handling.
The result
What changed after it ran.
Made lead handling more structured.
Improved the path from capture to follow-up.
Added a business-facing automation case study to the portfolio.
Stack
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