Automated Lead Verification & CRM Workflow with AI & Zapier
Added Nov 2026

About this work
The Problem:
My client was spending over 12 hours every week manually sorting through lead inquiries, checking email validity, and updating their CRM. Because of this slow manual process, high-value leads were waiting hours for a reply, and invalid emails were causing a high bounce rate that hurt their domain reputation.
What I Did:
I built a fully hands-off automated pipeline to streamline the entire intake and verification flow:
• Connected intake forms and incoming leads directly to Google Sheets and their CRM using Zapier.
• Integrated automated email verification via NeverBounce to clean data and immediately weed out bad or risky contacts.
• Used OpenAI to parse lead inquiry notes and generate personalized, context-aware reply drafts ready for the sales team.
• Set up real-time Slack notifications so the team could instantly know when a qualified lead arrived.
The Result:
• Saved roughly 12+ hours of manual administrative work every single week.
• Dropped email bounce rates from nearly 18% down to under 2%.
• Slashed initial response time from several hours to under 3 minutes, giving the sales team a huge edge in closing leads faster.