Client Overview
Origin Branding, a digital marketing company, needed an automated solution to manage leads from multiple sources. Their manual process of collecting and managing leads through different platforms was time-consuming and prone to errors. To streamline this process, they sought an automated system that seamlessly integrates lead data from various sources into their campaigns.
The Challenge
Before implementing automation, Origin Branding’s team manually handled lead data from different publishers, including emails and phone numbers. This led to delays in entering leads into campaigns and inconsistent follow-ups, impacting the overall efficiency of their marketing efforts. The company needed a solution that would automate the intake of lead data and feed it directly into their marketing campaigns.
The Solution
We developed an automated workflow that integrated Google Sheets and Instantly to streamline lead management for Origin Branding. This system allowed the team to automatically capture lead data and add it to the correct campaigns based on the publisher. Here’s how the system works:
- Custom Webhook Integration: We set up a custom webhook that captures lead data from Google Sheets. This includes fields like email addresses, phone numbers, and names, ensuring that all relevant data is captured in real-time.
- Automated Lead Assignment: Based on the publisher (e.g., Pheabs or Capital Beans), the system routes the lead data to the appropriate campaign within Instantly. This ensures that leads are added to the correct campaign for follow-up without manual intervention.
- Seamless Campaign Integration: Once leads are assigned to a campaign, the system automatically populates the relevant fields, such as email and phone numbers, ensuring that the marketing team can engage with leads immediately.
The Results
- Time Savings: The automation saved Origin Branding’s team hours of manual data entry each week by directly integrating lead data into marketing campaigns.
- Improved Lead Management: The system ensured that leads were consistently added to the correct campaigns, reducing errors and improving overall efficiency.
- Faster Response Time: With leads being routed to the right campaigns automatically, the marketing team could follow up with potential clients more quickly, increasing conversion rates.
