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How to build a scalable, automated lead capture system for all your channels

Blog post from Zapier

Post Details
Company
Date Published
Author
Danielle Lapierre
Word Count
1,655
Language
English
Hacker News Points
-
Summary

At Zapier, the company uses automation extensively across its teams, replacing repetitive manual tasks with automated processes that don't require coding. The Marketing Ops team built a scalable system to capture leads from various channels and update their CRM in HubSpot, but initially faced issues with scalability, efficiency, and risk-proofing due to maintaining multiple identical Zaps. To address these challenges, they created a single, scalable system using Canvas, a tool that enables the creation of "feeder" Zaps that funnel into a broader catchall Zap, reducing updates from hours to minutes, eliminating duplication, and minimizing the risk of errors. The system uses webhooks as a connective piece, allowing for efficient capture of data from various channels and routing leads to Sales teams with customized formatting.