Automated Invoice & Lead Routing Engine
End-to-end inbound lead qualification and automated billing integration across CRM and accounting software.
- Automation
- Workflows
- Webhooks
- Finance
Case study
How it came together
01 · Where it started
The challenge
Manual copy-pasting of leads and invoice creation led to billing discrepancies and lost sales opportunities.
02 · What we built
The solution
Implemented webhook-triggered automated workflows syncing inbound leads directly to sales pipelines and billing.
03 · What changed
The result
Eliminated 18 hours of manual data entry per week and reduced billing error rates to 0%.
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