Lead handling that connects inquiry, CRM, and conversion feedback
An anonymized Southern California home-services operator using website bookings, inbound calls, a CRM, and paid acquisition.
- Problem
- Lead records and booked or won outcomes moved through separate systems, making follow-up fragile and preventing the acquisition channel from learning from downstream results.
- Our role
- Lead-flow design, integration engineering, CRM workflow design, and governed AI call handling.
- Delivered
- A Cloudflare integration layer that routes website bookings into the CRM, keeps lead-source and opportunity state aligned, sends scheduled and won outcome events to the advertising platform, and applies guardrails to disclosed AI call handling.
- Verification
- Verified live in production (checked 2026-07-07)
- Result
- The live website booking path, CRM record creation, and scheduled outcome event were verified end to end.
- Outside scope
- This example makes no claim about lead volume, revenue, or campaign lift.