Case study · Integrations and automation

Leads from every channel into two CRMs at once

Requests came from Facebook and TikTok lead forms and from Tilda and WordPress sites, and each lived its own life: some went to one CRM, some to the other, others were exported to Excel by hand. Some simply got lost. I built a Make system that sends every lead to NetHunt and SendPulse at the same time, straight into the right course.

MakeNetHunt CRMSendPulseFacebook Lead AdsTikTok Lead FormsWebhooks

Before: Excel exports and manual CRM entryExcel

Now: lead reaches the team in≤15 min

17124leads automatically landed in NetHunt

8346leads landed in SendPulse at the same time since it was connected

≤15 minfrom sign-up to the team, instant from TikTok and websites

0lost leads

The task

No lead lost, every lead reaches the team fast

Leads reach the academy from different places: Facebook and Instagram lead forms, TikTok lead forms, Tilda and WordPress websites. Some of them used to land in NetHunt and others in SendPulse. The team had to pass leads to each other via the CRM-to-CRM automation, or export them to Excel and enter contacts into the CRM by hand. Leads got lost.

For the business it matters that no lead is lost and each one reaches the person who will work with it as fast as possible. So the task was to send every lead from every existing channel to NetHunt and SendPulse at the same time, straight into the right course.

Facebook / Instagramlead forms, checked every 15 min

TikToklead forms, instant

Tilda and WordPress siteswebhook, instant

Makereceives, parses and dispatches

Course pipelines

NetHunt

Course lists

SendPulse

How it works

A lead's path from a form to two CRMs

Click a screenshot to enlarge it. The client's name, keys, webhook URLs and contacts are hidden. Screens are partly in Ukrainian.

A separate scenario for each lead form

Each course has its own Facebook scenario in Make. You can see how many leads each form brings, and one error doesn't stop the rest.

Facebook: fetch the lead and dispatch

The scenario fetches new leads from the form with all answers and, via a router, sends them to NetHunt and SendPulse at the same time.

TikTok: leads arrive instantly

A TikTok form lead goes out right away in two requests: to NetHunt and to SendPulse.

Websites: any site via webhook

The site form sends data to a webhook. Make parses it and passes it to NetHunt, SendPulse and a Google Sheet. Tilda, WordPress or any other site connects the same way.

NetHunt routes leads by course

The automation creates a contact and uses filters to pick the course: UX/UI, Online Marketing, Data Analytics, Jobcoaching, Office Manager, Career Review. Facebook forms alone account for 10,994 leads, processed without a single failure.

The same for websites and TikTok

Separate automations for websites (4,726 leads) and TikTok (1,404 leads) follow the same rules.

SendPulse gets the full lead profile

Along with contacts, the campaign, ad set, ad, form and all UTM tags are passed on. You can see where every person came from.

The course is detected from the ad

Filters check the campaign, ad set and ad names to understand which course the lead came for.

Every lead in its course list

The chain adds the person to the new-leads list for their course and to the general list, and removes them after 180 days.

Every lead is logged

The log shows each handover with date and time. 8,346 entries and not a single lost lead.

Results

What changed

Not a single lead lost: 17,124 leads landed in NetHunt automatically.
Leads reach the team fast: instantly from TikTok and websites, within 15 minutes from Facebook forms.
No more Excel exports or manual contact entry into the CRM.
Two CRMs at once: every lead also goes to SendPulse, with 8,346 leads there since it was connected.
Every lead goes straight to its course, and any new site or form connects via webhook under the same rules.

For your business

Leads scattered across channels?

Describe the task that takes up your time and the result you want. I'll tell you how to automate it with the tools you already use: CRM, chatbots, ad accounts.

Discuss your task