CRM Lead Automation: Tally → Pipedrive + WhatsApp + Slack
Enterprise Resource Planning (ERP)
Built a no-code automation that captures leads from a Tally form and routes them through a full CRM pipeline without any manual work.
When a form is submitted, the scenario checks Pipedrive for an existing contact by phone (upsert logic) — creating a new one or linking to the existing. It then creates a deal, sends a WhatsApp welcome via Whapi.Cloud, and routes the lead by budget: hot leads (>$500) trigger an instant Slack alert to the manager, smaller leads get a scheduled call task + team notification.
Key technical challenges solved: dynamic field mapping with map/first(), upsert via If-else + Merge blocks, date localization fix for Pipedrive API, phone sanitization for Whapi.
When a form is submitted, the scenario checks Pipedrive for an existing contact by phone (upsert logic) — creating a new one or linking to the existing. It then creates a deal, sends a WhatsApp welcome via Whapi.Cloud, and routes the lead by budget: hot leads (>$500) trigger an instant Slack alert to the manager, smaller leads get a scheduled call task + team notification.
Key technical challenges solved: dynamic field mapping with map/first(), upsert via If-else + Merge blocks, date localization fix for Pipedrive API, phone sanitization for Whapi.