CodeNinjas
Lead intake built end to end for a Meta lead campaign.
- Client
- CodeNinjas
- System
- Sales and CRM system
- Stages
- Sales → Pipeline
- Status
- Live
The brief
Leads from a Meta campaign needed to be qualified, recorded in the CRM and kept in sync with a central database, without anyone copying data by hand.
Instead of
Copying every campaign lead by hand into the CRM and the central database.
What runs now
Meta lead campaign → Qualification → CRM integration → Database update
What we built
Built lead intake end to end for a Meta lead campaign: qualification, CRM integration and a central database update.
- 1
Meta lead campaign
Campaign leads captured the moment they arrive.
- 2
Qualification
Each lead checked against agreed criteria.
- 3
CRM integration
Qualified leads recorded in the CRM with their details.
- 4
Database update
A central database kept in step with the CRM.
Tools in the system
- InInstantly
- MkMake
- CdClaude
- HsHubSpot
- PdPipedrive
- SlSlack
Result
Lead intake runs end to end, from campaign form to CRM and database.
How sales and CRM system worksTracked in the weekly report
- Time to first response
- Deals with a next step
- Record completeness
Want a system like this?
Sales and CRM system is one of three systems we build. We'll tell you on a call whether it's the right place to start.