A branding and marketing business used 17hats to manage its client process and Kit for email communication. As leads moved through inquiry, qualification, contracts, and payments, Kit needed to know where each person was in the funnel so the appropriate email sequence could end and the next one could begin.

Without a connection between the two platforms, keeping those stages aligned would require ongoing manual updates.

I built the client workflow across 17hats and Kit and used Zapier to connect the two systems.

Forms, contracts, payments, automations, triggers, tags, and email sequences were structured so activity in 17hats could communicate a lead or client's current stage to Kit. Zapier monitored the appropriate actions and applied the tags needed to stop one communication sequence and begin the next.

The client's only manual responsibility was determining whether a lead was qualified and marking that decision. From there, the systems handled the appropriate next steps.

The client was removed from the administrative follow-up process after qualification. Leads and clients could move from inquiry through the appropriate contracts, payments, communications, and next steps without the client manually managing each transition.