Pipedrive · Zapier · WordPress · Google Ads

CRM Build and Lead Generation Overhaul, Colorado Solar Company

No CRM, no digital presence, no automation. Built the entire revenue infrastructure from scratch. A full Pipedrive environment with automated follow-up sequences, Twilio SMS integration, and Zapier connecting every lead source directly to the pipeline. Paired with a new WordPress site and targeted campaigns across Google, YouTube, and Facebook. Monthly lead volume increased 57% compared to prior canvassing methods, without adding headcount.

+57%INCREASE IN MONTHLY LEAD VOLUME

The Problem

No CRM, no digital marketing, no automation in place

A solar company operating across multiple states had no CRM, no digital marketing strategy, and no automation in place. The primary lead generation method was neighborhood canvassing. As the sole operations and marketing resource, I was responsible for building the entire revenue infrastructure from scratch. Every inbound lead was handled manually with no system to capture, route, or follow up automatically.

What I Built

A full CRM environment and a complete digital marketing stack, built simultaneously and connected through Zapier.

Built the full CRM in Pipedrive and the complete digital marketing presence at the same time, then connected every lead source to the CRM through Zapier so that no lead required manual data entry. The goal was a revenue system the distributed sales team could rely on without needing to manually manage data or follow-up timing.

Pipedrive CRM Build

Custom pipelines configured to match the actual stages of the sales process. Automated follow-up sequences for every stage. Twilio SMS integration for text-based outreach to leads. Lead routing rules to ensure every inbound lead reached the right person. Data integrity controls to keep the system clean as lead volume grew.

Digital Marketing Infrastructure

Rebuilt the company’s digital presence from the ground up. A new WordPress website, targeted ad campaigns running across Google, YouTube, and Facebook, and landing pages built to capture and convert paid traffic.

Zapier Integration

Connected every lead source to the CRM via Zapier. When a lead came in through an ad, the website, or a landing page, they were automatically added to Pipedrive with the correct information and tags, enrolled in the appropriate follow-up sequence, and routed to the right sales consultant. No manual data entry. No leads falling through the gap between a form submission and a CRM record.

The Result in Motion

Monthly lead volume increased 57% compared to prior neighborhood canvassing methods, without adding headcount. Every inbound lead was captured, routed, and working through an automated follow-up sequence before a sales consultant ever picked up the phone.
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The Result

+57% increase in monthly lead volume, without adding headcount.

Monthly lead volume increased 57% compared to prior neighborhood canvassing methods, without adding headcount. Every inbound lead was captured, routed, and working through an automated follow-up sequence before a sales consultant ever picked up the phone. The CRM went from nonexistent to the operational backbone of a distributed sales team operating across multiple states.

Tools Used

Pipedrive & Twilio
Zapier
WordPress
Google & Facebook Ads

What’s Next

See more projects, or get in touch below

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