Work / Case study

Lead delivery pipelines for debt relief companies

Facebook leads for debt relief companies are logged, pushed into the client's own CRM through its API and checked, with a separate error path so no lead goes missing.

IndustryFinancial services
ResultLeads delivered by API
StatusEvery error caught and logged
ToolsZapier, Facebook Lead Ads, Google Sheets, REST APIs

The problem

Leads from ad campaigns needed to reach the client's CRM immediately. Copy and paste was slow, and quiet failures meant lost leads.

What I built

Facebook lead→Sheets backup→CRM API→Success or error path
  1. A new Facebook lead starts the Zap.
  2. The lead is saved in Google Sheets as a backup.
  3. The lead is sent to the client's CRM API and then updated.
  4. Success and error paths split, and any error is looked up and logged for follow up.
Zapier pipeline with API delivery and its own error path
Zapier pipeline with API delivery and its own error path
Leads delivered by APIEvery lead reaches the CRM, and if something fails, someone knows about it.

Services used: Workflow Automation, GoHighLevel & CRM.

Next: AI written texts and emails for every new lead in Close CRM

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