From the first enquiry to the next conversation.
I connected Wellclinic’s lead acquisition, sales operations and follow-up through a system of Zapier workflows. Advertising forms, CRM, the dialer and post-sale actions share the context needed for the next step.
Project scope
- 01
Capture & match
Leads from Meta and TikTok enter the workflow. Contact matching, deduplication and reactivation logic prepare records for sales.
- 02
Pipedrive & sales operations
The CRM stores contacts, deals and campaign context. Owner and stage updates are shared with connected tools.
- 03
ACX dialer
Send leads and owner information to the dialer. Call outcomes feed back into sales stages and communication tags.
- 04
Lifecycle communication
ActiveCampaign and GetResponse use segments and tags for follow-up and post-sale communication.
- 05
Feedback to Meta
CRM funnel events return to Meta through Conversions API, connecting the initial enquiry with sales progress.
One data flow connecting lead capture, CRM records, calling and the ongoing relationship. The project shows how technical foundations can support campaigns and lead handling.
Meta Ads expert · Fukuoka, Japan
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