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I designed and implemented a call-first lead management system for a U.S. law firm.
Connected Google and Microsoft Ads, Twilio IVR, Zapier automation, Google Sheets, and MyCase CRM to improve call handling and intake visibility.
Built event-driven workflows to capture incoming inquiries, record answered and missed calls, preserve lead-source information, and synchronize intake status updates.
The solution supports ongoing monitoring of calls, lead handling, and follow-up activity.
Client identity and confidential operational information are intentionally excluded from this case study.
The network for creativity
Join 1.25M professional creatives like you
Connect with clients, get discovered, and run your business 100% commission-free
Creatives on Contra have earned over $150M and we are just getting started
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An automated n8n workflow that receives incoming leads via webhook, validates them, qualifies them with AI (Google Gemini), scores them, and syncs the result to Airtable without creating duplicates.
really optimized workflow
nstallers lose jobs because enquiries sit unanswered for days. I built a system that captures every lead and makes sure someone acts on it.
Leads from website forms, trade-show forms and voice notes, all in one Postgres database
Each lead pops up on Telegram as a card with status buttons (called, quote sent, won, lost)
Automatic follow-up emails, an AI step that reads customer replies, a morning summary of who to call
Duplicate detection, nightly backups, self-hosted on my own server (n8n, Docker, Caddy)
Video walkthrough and details: cautomations.com
leads popping up on telegram as cards with status buttons is a really nice way to do it. how are you finding the installers who need this