My client was drowning in manual processes:
Lost Revenue: Overdue payments were slipping through the cracks with no automated tracking.
Slow Sales Response: Leads from forms sat idle before being manually assigned to the correct sales rep.
Data Silos: Critical customer information was stuck between their CRM (LeadConnector) and spreadsheets, requiring constant manual updates.
Admin Overload: The team spent more time on data entry and chasing payments than on high-value work.
My Tech-Stack Solution
I architected and implemented a seamless automation ecosystem using Zapier as the central nervous system, integrating LeadConnector (CRM) and Google Sheets to create a self-managing backend.
Here’s a look inside the system I built:
The System in Action: 3 Core Automations
1. The Payment Recovery Engine
This system automatically triggers when an invoice becomes overdue. It adds tracking tags and initiates reminder sequences. Once payment is detected, it instantly clears the overdue status, creating a hands-off accounts receivable process.
2. Intelligent Lead Router & CRM Sync
When a new lead comes in or a pipeline stage changes, this multi-path automation instantly looks up data in a master Google Sheet. It then uses conditional logic to automatically assign the lead to the correct sales reseller and update their contact record in LeadConnector—all in real-time, with zero human effort.
3. Instant Form Processing Hub
Any form submission immediately triggers the entire ecosystem, ensuring every lead is instantly captured, tagged, and entered into the correct automation pathway from moment one.
The Tangible Results
This integrated system transformed their operations:
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Recovered Lost Revenue: Automated payment tracking led to a significant reduction in overdue invoices. -
Accelerated Sales Cycles: Leads are now routed to sales reps instantly instead of in hours or days.
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Eliminated Human Error: 100% automatic data sync between their CRM and spreadsheets.
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Regained Time: Freed up 20+ hours per month previously spent on manual admin tasks.