Case Study
ZapierPipedriveTwilio
BD Lead Capture & Multi-Channel Follow-Up Automation
A webhook-triggered pipeline that instantly pushes inbound BD leads into Pipedrive, logs them to Google Sheets, and fires timed SMS and email follow-ups no manual entry, no missed leads.
Our Approach
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We mapped the client's BD intake process leads arriving from external forms and review platforms, reps copying data into Pipedrive manually, follow-ups sent inconsistently. We designed a webhook-first architecture with conditional logic ensuring only qualified leads enter the pipeline, with follow-up timing calculated dynamically using Zapier's Date/Time Formatter to respect business hours before firing Twilio SMS and Gmail sequences.
Key Features
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- Webhook-Based Lead IntakeCatches inbound lead payloads via Webhooks by Zapier, filters with conditional logic to eliminate junk before any CRM action is taken.
- Auto Pipedrive Deal & Activity CreationCreates a deal record and linked follow-up activity in a single Zap run no lead sits without a next step.
- Google Sheets Lead LogWrites every qualified lead to a master spreadsheet for reporting, deduplication, and team visibility outside the CRM.
- Timed SMS + Email Follow-UpDelay Until action schedules Twilio SMS at optimal follow-up windows, followed by conditional Gmail emails.
Results
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Eliminated manual data entry across multiple Pipedrive pipelines
