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Case Studies
Manufacturing & B2B·Apex Industrial Supplies·2026-02-10

Automating B2B Lead Routing & Scoring for an Industrial Plant in Cochin

Building custom lead managers and AI automation pipelines that connect Web Forms with HubSpot CRM and WhatsApp notifications.

The Challenge

Apex Sales was taking up to 48 hours to follow up on website quotes. Their lead distribution was manual, resulting in missed projects and human errors.

The Solution

We integrated a lead tracking system that scores submissions via LLM agents, enriches company profiles, and alerts agents on WhatsApp instantly.

Implementation Process

  • 01Built custom lead capture form components connected to serverless handlers.
  • 02Constructed a qualification loop scoring leads by budget and company size.
  • 03Connected REST API pipelines to route hot leads to target account agents.
  • 04Wrote WhatsApp Business templates for instant follow-ups.

The Outcome

Sales response times dropped from 48 hours to under 3 minutes.

Key Results Shipped

  • Average sales follow-up completed in 2.8 minutes.
  • 44% increase in qualified sales opportunities captured.
  • Eliminated manual CRM entries completely.

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