AI sales automation: leads → CRM → calls → email funnel

Enterprise Resource Planning (ERP)
Job 1 of 3
Developed a complete sales automation system — from lead capture to booking calls and email support.

Task: Sales managers manually processed leads, entered data into CRM, and scheduled meetings — this took hours and led to customer loss.

Solution:
— Lead capture from forms (ClickFunnels)
— Data validation and duplicate checking
— Automatic creation of deals and contacts in Pipedrive
— Call scheduling through Cal.com
— Email funnel and tags through ActiveCampaign
— Logging all data in Google Sheets

Result:
— Fully automated sales pipeline
— Faster response to leads — without manual work from the manager
— Saving 10-40 hours per week for the sales team

#make #n8n #pipedrive #activecampaign #crm #sales-automation
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