Automation
Lead-to-CRM Automation
Brightpath was copying leads by hand. I automated the whole lead-to-CRM flow with n8n and Zapier.
Brightpath · SaaS
THE PROBLEM
New leads arrived across forms and inboxes and were entered into Notion manually — slow and error-prone.
THE SOLUTION
Automations that capture every lead, enrich it, assign an owner, and drop it into the CRM in seconds.
THE PROCESS
Mapped every manual handoff, built and tested the scenarios, and added monitoring so nothing fails silently.
THE RESULT
Manual lead entry eliminated. New leads are assigned and actioned within seconds.
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