Objective

Design and implement a structured system to capture, qualify, and respond to leads automatically.

Context

Manual lead handling was slow, inconsistent, and unstructured. There was no clear system to prioritize or respond to incoming leads.

Problem

• Leads were collected manually
• No prioritization between hot, warm, and cold leads
• Delayed or inconsistent responses
• No centralized tracking structure

Solution

Built an automated workflow in Make connecting lead capture, CRM updating, and follow-up communication.

Workflow

Tally → Router → HubSpot → Gmail → Twilio

Logic

Hot Leads

• Contact created or updated in HubSpot
• Email sent through Gmail
• SMS triggered through Twilio

Warm Leads

• Contact created or updated in HubSpot