Back to projects
03 / AUTOMATION
Less busywork. More flow.
A CRM workflow concept that connects lead capture, routing, and follow-up without manual handoffs.
Illustrative concept
This is a proposed approach, not a completed client project. The preview uses sample data; no business results are claimed.
THE CHALLENGE
Start with the problem.
Copying lead details between tools introduces delays and mistakes. Automation needs to handle incomplete inputs and failures as carefully as the happy path.
THE APPROACH
Connect the right pieces.
- 01
Document the current process and identify repetitive handoffs.
- 02
Design triggers, field mappings, routing rules, and failure handling.
- 03
Add logs and human checkpoints where a decision needs review.
THE DELIVERABLES
Make it practical.
- Workflow map
- API integration specification
- Validation and recovery rules
- Operational documentation
A repeatable process with clearer ownership and fewer manual steps.