Case Study
Fairway Pipedrive Zapier Lead Routing and SMS Workflow
A Zapier workflow that routes parsed lead intake into contacts, Pipedrive people, deals, logs, and SMS follow-up.
Book a Systems ConsultationBusiness Context
Mortgage Lead Routing
This workflow turns parsed lead intake into clean sales operations. It creates or updates contacts, writes the right CRM records, logs source data, and starts SMS follow-up so new leads do not sit untouched.
The Workflow Problem
• Lead requests needed to become CRM records without retyping
• Contact, deal, tracking, and SMS actions had to run in sequence
• The team needed fewer gaps between intake and first response
System Built
Parsed Intake
Used parsed lead data as the source for contact and deal creation.
CRM Record Creation
Created Pipedrive people and deals from the incoming request.
Tracking Logs
Wrote supporting records to spreadsheets for operational visibility.
SMS Follow-Up
Triggered text outreach after CRM records were prepared.
Operational Outcomes
• Converted parsed lead requests into CRM records and follow-up actions
• Connected intake, contacts, Pipedrive, spreadsheets, and SMS into one route
• Reduced handoff gaps between new lead capture and first response