Business challenge
The same lead details are copied between email, a spreadsheet and a CRM.
Sample Project
Lead-to-follow-up workflow
A sample of how lead details, qualification and follow-up can live in one tracked path.
Solution
A workflow from intake to qualification to CRM, with follow-up owned by a person.
Architecture
A web application in front of the CRM API, with a queue for items that fail validation.
Implementation
Map the fields, connect the CRM, and show status for each lead.
Results
This is a sample project. It does not report measured customer results.
Lessons learned
The exception queue matters as much as the happy path.
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