Zapier · Case Study
Sales Stops Researching, Starts Selling
The problem
The sales team was spending its selling hours on research. Look up the lead, find the company, guess the angle, write the email. Every deal started with an hour of homework.
Who this is for
Agencies and small sales teams doing outbound, where the reps are also the researchers. Pays off when outreach volume is the constraint and the research step is what caps how many leads get contacted each day.
What I built
A lead enrichment pipeline in Zapier that does the homework before sales ever sees the name:
- Lead data pulled in and enriched through Apollo
- Priority routing separates the hot leads from the rest
- Everything logs to Google Sheets for visibility
- Slack notifications fire when a lead is ready
- Personalized AI email drafts are generated per lead
Demonstration outcome
Demonstration disclosure: this is a portfolio build. The workflow behavior described here is not a measured client business result.
Sales receives warm, enriched, pre-drafted leads. Ready to send, not ready to research.
Practical guides
Plain checklists for lead follow-up and booking workflows.
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