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Case Studies

Customer success in all shapes and sizes

Automation Client - Boulder Landscape & Design

Boulder Landscape & Design

Automating Lead Management

Challenge: Boulder Landscape & Design was manually transferring website lead submissions into LMN’s CRM module, resulting in wasted time and occasional duplicate entries.

Solution: Automation Crafters implemented an automation workflow that instantly captures new website leads and populates them into LMN’s CRM system. The automation includes duplicate detection logic, ensuring that existing contacts aren’t duplicated.

Results:

  • 100% of web leads are now automatically entered into LMN

  • Manual data entry was eliminated, saving hours each week

  • Lead data is cleaner and more accurate, with reduced duplication

Impact: Boulder Landscape & Design now responds to new inquiries faster and with more confidence, allowing their team to focus on client engagement rather than administrative tasks.

Challenge: Rosette Forever Homes, a growing homebuilding company, was facing inefficiencies in its job tracking processes. Each new project needed to be added to their sales pipeline in Google Sheets, and updated as the job progressed in JobTread. This was a time consuming process to complete manually.

Solution:

Automation Crafters stepped in to streamline and automate these workflows. We implemented a custom integration between JobTread and Google Sheets that ensured:

  • Every new job created in JobTread automatically followed a standardized naming convention.

  • The sales pipeline in Google Sheets was updated instantly as changes occurred in JobTread, reflecting status changes, job progression, and new entries without manual intervention.

Results:

  • Real-time synchronization between JobTread and the sales pipeline in Google Sheets, ensuring accurate and up-to-date information for sales and operations teams.

  • 3+ hours saved per week updating systems, with user errors eliminated

Impact: With these automations in place, Rosette Forever Homes has significantly improved operational efficiency and data accuracy. The leadership team now has reliable, real-time insights into their sales pipeline and project statuses without chasing updates. What once took hours of weekly manual updates is now fully automated, saving the team time and enabling them to scale more confidently.

Case Study - Rosette Forever Homes

Rosette Forever Homes

Automating Pipeline Tracking

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