Sean Foster
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11 · Home improvement

120 lead automations, moved without losing a lead

Lead intake for every brand ran on about 120 automations in an older no-code tool. I inventoried them all, rebuilt the ones with traffic on a layered integration platform, proved each against real run history, and cut over before the renewal date.

Client
Several consumer brands sharing one lead pipeline
Built with
  • Workato
  • Zapier
  • Salesforce
  • SQL
  • REST APIs

What it changed

  1. 01

    126 automations inventoried. The 18 that carried 94% of 299,100 monthly runs moved first.

  2. 02

    106 test payloads passed against an independent copy of the old logic before anything went live.

  3. 03

    Cutover used a capture-only recipe and a dedupe ledger, so the old and new tools never double-posted a lead.

How it fits together

  • Built by me
  • Platform or outside system
  • People
Lead sourcesAds, pages, web formsWebhook receiverOne address, routedIntake recipesOne per sourceDedupe ledgerKeyed on lead idShared functionsNormalize, pick brandBrand systemsCRM, dialer, textingError frameworkLog, route, alertPOST leadBy sourceSeen it?Create, dial, textAny failureLead sourcesAds, pages, webformsWebhookreceiverIntake recipesOne per sourceDedupe ledgerKeyed on lead idSharedfunctionsBrand systemsCRM, dialer,textingError frameworkLog, route, alertPOST leadBy source

More of my work

See all
12 · Home improvementLead SimulatorFires realistic test leads in the front door and follows each one through every system.Salesforce Lightning Web Components Apex
13 · ManufacturingLive finance and operations dashboardsLive finance dashboards that replaced hand-built workbooks and tie to the ledger.NetSuite SuiteQL Node-RED
01 · HealthcareAn AI support agent that actually fixes thingsClinic staff chat in, and the agent fixes claims, orders and accounts on its own.Salesforce Messaging Einstein Bots Apex

Contact

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