Lead Handoff & Scheduling Automation

Dylan

Dylan Davison

Project Description

Zapier AI Integration Developer

BrightEdge Media struggled with missed follow ups after deals advanced in Pipedrive. I built an automation that triggers when a deal stage is updated automatically sending data to Google Forms for campaign intake and scheduling client meetings in Google Calendar. This streamlined their deal to meeting process and improved lead response speed dramatically.
Reduced manual scheduling by 90%.
Increased meeting bookings by 25%.
Improved lead response time from 2 hours to under 15 minutes.
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Posted Nov 12, 2025

Automated deal-to-meeting flow in Pipedrive, cutting manual scheduling 90% and improving lead response to under 15 mins.