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Eliminated manual lead research — every new lead arrives pre-enriched before the first call

A webhook automation that pulls company data the moment a lead enters the CRM — industry, size, background, and a tailored profile written to the contact record automatically.

How the system fits together.
0
minutes of manual lead research
Seconds
from new lead to full profile
4
fields written back automatically
2
APIs chained behind one trigger

The problem

Sales reps were spending 10-15 minutes manually researching every new lead — looking up their company, industry, and background before the first call. This research bottleneck slowed down speed-to-lead and meant reps often went into calls underprepared.

GHL workflow — triggers on new lead, pulls Apollo data, formats via ChatGPT, writes to custom fields

What shipped

  • Reps go into every call with full company context
  • Eliminated manual lead research entirely
  • Enriched profiles available within seconds of lead creation
  • Custom customer profiles tailored per lead

Got something like this?

Free 30 minutes. You leave with the plan either way.

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