A mid-sized software development company needed to streamline marketing, reduce manual workload and increase lead qualification efficiency. We built an AI-driven automation engine that centralized lead collection, enriched data, personalized outreach and synchronized processes with CRM.

Challenge

Leads came from multiple channels but were processed manually, causing delays and inconsistent qualification. CRM updates were late or incomplete and engagement tracking was fragmented, making it hard to act on high-value prospects.

Solution

We implemented an integrated AI marketing automation platform using OpenAI models, workflow automation tools and real-time data connections. Leads were collected, enriched and classified automatically. Personalized email sequences were generated and launched based on lead behavior. All data was synced into HubSpot via API and edge cases routed to Slack for human review.

Result

Lead qualification became faster and more consistent, personalized outreach increased engagement, and CRM records stayed accurate. Operational workload dropped and teams focused on strategy. The platform provided a scalable foundation for predictive scoring and dynamic cross-channel optimization.

Technologies

Automation Framework: n8n / Make Email Automation: Reply.io, HeyReach Lead Enrichment: Apollo.io CRM Integration: HubSpot API Data Processing: JSON workflows, webhooks Infrastructure: Docker, Python microservices