Optimizing Lead Management Processes for Gonano Through Effective Automation Solutions

CLIENT BACKGROUND

Gonano, founded by Jonathan Duquette, is a rapidly growing company operating through a network of resellers across the USA. The company specializes in providing innovative solutions to its customers, with its extensive reseller network being a key element of its success.

The Challenge

Gonano struggled with lead management from multiple sources, requiring manual data entry into HouseCall Pro. This process was time-consuming, error-prone, and complicated by the need for custom development and API requests.

The Solutions

To tackle these challenges, we automated lead management with Zapier. We initially consulted with Jonathan to understand his specific requirements, laying the groundwork for a comprehensive integration.

Automated Lead Creation Facebook

For Facebook forms, the trigger detected new submissions, using Formatter to split names and validate phone numbers, followed by Webhook to create customers and leads in HouseCall Pro.

Automated Lead Creation Webflow

For Webflow website forms, a new submission trigger initiated similar processes, with Formatter validating names and phone numbers, followed by Webhook API requests to create customers and leads in HouseCall Pro.

Email Notifications for New Leads

Email notifications were set up to inform the team of new leads, using a custom app in HouseCall Pro to detect them and Gmail for sending lead details.

The Result

The automation saved Gonano approximately 30 hours per week that were previously spent on manual data entry. By reducing the need for manual labor, Gonano saved on associated costs. The automated system significantly reduced errors and the risk of data loss, ensuring accurate and reliable lead management.
Jonathan Duquette expressed high satisfaction with the automated solution, noting the seamless integration and efficiency of the new system. The team at Gonano appreciated the reduction in repetitive tasks, allowing them to focus on more strategic activities. The automated system proved highly scalable, accommodating the increasing volume of leads without any drop in performance.

“Working with Ashar Malik and his team has been a transformative experience for Gonano. The automated lead management system not only saved us a significant amount of time and money but also improved our accuracy and efficiency. This solution has allowed us to focus more on our core business and less on tedious administrative tasks. It’s been a game-changer for us.”

CONCLUSION

“Implementing an automated lead management system using Zapier for Gonano proved to be a highly effective solution. It addressed the key challenges of time-consuming manual data entry, potential data loss, and costly processes. The automation increased accuracy, saved significant time and money, and allowed the team to focus on more strategic initiatives. The scalable and efficient system set a new standard for lead management within the company, contributing to Gonano’s continued growth and success.”

We Came, We Automated, We Conquered Here’s the Proof!

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Optimizing Lead Management Processes for Gonano Through Effective Automation Solutions

CLIENT BACKGROUND

The Challenge

The Solutions

Automated Lead Creation Facebook

Automated Lead Creation Webflow

Email Notifications for New Leads

The Result

CONCLUSION

We Came, We Automated, We Conquered Here’s the Proof!

Enhancing Order Management for Homebound

ASK LLP Saves 25+ Hours Weekly Automating Leads

Gonano Saves 30+ Hours Weekly Managing Leads

Dr. Cody Saves Time, Improves Consultation Quality

Digital Agency Boosted Web Traffic 47%

IT’S NOW OR NEVER
THE BUTTON’S NOT GOING TO CLICK ITSELF!

Optimizing Lead Management Processes for Gonano Through Effective Automation Solutions

CLIENT BACKGROUND

The Challenge

The Solutions

Automated Lead Creation Facebook

Automated Lead Creation Webflow

Email Notifications for New Leads

The Result

CONCLUSION

We Came, We Automated, We Conquered Here’s the Proof!

Enhancing Order Management for Homebound

ASK LLP Saves 25+ Hours Weekly Automating Leads

Gonano Saves 30+ Hours Weekly Managing Leads

Dr. Cody Saves Time, Improves Consultation Quality

Digital Agency Boosted Web Traffic 47%

IT’S NOW OR NEVER THE BUTTON’S NOT GOING TO CLICK ITSELF!

IT’S NOW OR NEVER
THE BUTTON’S NOT GOING TO CLICK ITSELF!