Automated the partnership lead pipeline from website sign-up to CRM
0
manual lead entry
Auto-tagged
by lead source
Real-time
sign-up to CRM
Every prospect who signed up on the Career Launch website used to be copied into the CRM by hand — slow, easy to drop, and stripped of where the lead came from. I used Zapier to connect website sign-ups directly to Pipedrive, automatically creating each lead with a note and tagging it by source. The partnership team now opens the CRM to leads that are already created, organized, and traceable to their origin — so they spend their time working prospects instead of logging them.
01 · The problem
Website sign-ups only became CRM leads if someone remembered to type them in.
- Prospects signed up on the Career Launch website, but nothing connected that to the sales team's CRM.
- Someone had to manually create each lead in Pipedrive — slow, and easy to let slip.
- Leads lost the context of where they came from, so the team couldn't tell which channels were working.
- Follow-up depended on manual data entry keeping pace with sign-ups, and it rarely did.