Lead Processing Automation for SaaS Startup
Automa ai
Client Problem
A fast-growing SaaS startup was losing valuable leads because the sales team manually copied form submissions into HubSpot. Responses often took 24–48 hours, and deals slipped through the cracks.
My Solution
I built a Zapier workflow:
Trigger: Typeform submission.
Step 1: Auto-create a new HubSpot CRM entry.
Step 2: Send instant Slack notification to the sales channel.
Step 3: Draft a personalized email using OpenAI → send via Gmail.
Results
Lead follow-up time reduced from 1 day to a few minutes.
Saved the sales team ~5 hours/week of manual data entry.
Boosted conversion rate by 15% due to faster responses.
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Posted Aug 28, 2025
Automated lead processing for a SaaS startup using Zapier, reducing follow-up time and boosting conversion rates.
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