- Separately managed campaign channels
- Late lead processing
- Missing CRM data
- Hand-made reports
Marketing lead-follow-up case study
A sample project showing the automatic management of leads for Google, Meta and TikTok campaigns.
01 / STARTING POSITION
The operating situation that can be automated
Leads came from multiple advertising channels, and salespeople followed up on them in different ways. The relationship between the campaign and the business result was difficult to see.
- Immediate receipt and normalization of leads
- Automatic qualification and transfer to CRM
- Sales task and follow-up
- Channel and status report automatically
Fasterdelivery
It is unifiedcampaign and CRM data
Trackablesales follow-up
02 / SYSTEM CONNECTIONS
Automation working between existing devices
The following are examples, not a closed list. Robots can also work between legacy and unique systems with API, webhook, database connection or controlled file transfer. The process can be fully automatic or, where necessary, supervised by human control points.
Google AdsMetaTikTokCRMGA4EmailMicrosoft 365Google WorkspaceExcel / Google SheetsSharePoint / Google DriveTeams / SlackREST API / WebhookSFTP/CSVSQL databaseUnique internal system
Are you using a different system? We can also include it in the process with a unique API, import-export connection or robotic handling.
Illustrative, anonymized sample project. The actual result can be determined after assessing the process, data and systems.
Our measurement methodology →Free automation test
Show a problematic process. We look at whether it can be automated, what systems need to be connected, and how to get started.