All Case Studies
CRM AutomationLead GenerationZoho Ecosystem

360° Lead Capture-to-Conversion Automation, Powered by Zoho

The system we built to turn 130+ programmatic Orbilox pages — services, clone-apps, industries, locations, and guides — into a single, graded, fully automated pipeline inside Zoho CRM, from first form fill to closed deal.

🌐
Website Forms
📥
Zoho CRM Leads
🎯
Lead Grading
👤
Sales Agents
🏁
Won / Converted
130+ Programmatic PagesZoho CRM + FlowZero Manual Handoffs
130+
Programmatic pages feeding one pipeline
< 5min
Average time to first agent contact
3x
More qualified leads reaching sales
0
Manual data entry between web and CRM
The Challenge

More page types than ways to manage the leads they created

As Orbilox's programmatic SEO footprint grew past 130 pages — service pages, clone-app pages, industry verticals, location pages, and comparison guides — every page type was generating enquiries, but all of them funnelled into the same generic contact form and a shared inbox.

There was no way to tell a high-intent "build me a fintech app, here's my budget" enquiry from a low-intent newsletter signup from a guide page. No CRM, no lead scoring, no SLA on response time, and no structured pipeline — just whoever checked the inbox first, deciding what mattered.

Before
One generic contact form for 130+ page types
Leads landing in a shared inbox, no CRM
No lead scoring — every enquiry treated the same
Manual, inconsistent follow-up by whoever was free
Capture Architecture
Service / Clone-App / Industry / Guide Forms
API Webhook → Zoho Forms / CRM API
Zoho Flow — Deduplication & Enrichment
Zoho CRM — Leads Module
Our Approach

One automated pipeline, fed by every page on the site

We connected every lead-capture point across the site — service quote forms, clone-app pricing enquiries, industry and location contact forms, and guide page CTAs — directly into Zoho CRM via API and Zoho Forms, tagging each lead with its source page, category, and any context the visitor provided.

Zoho Flow handles deduplication, enrichment (company lookup, page-context tagging), and routing the moment a lead lands — so by the time it appears in Zoho CRM, it already carries the information an agent needs to prioritise it correctly.

How It Works

From a form submission to a graded, assigned, tracked lead

Lead Grading Engine
HOTScore 92

Budget stated, clone-app or enterprise page, replied within 1hr

WARMScore 58

Service page enquiry, no budget given yet

COLDScore 24

Guide/blog page visit, newsletter-only signup

Zoho CRM Pipeline
14
New
9
Contacted
6
Qualified
3
Proposal
2
Won
Follow-Up Automation
✉️
Day 0
Instant auto-reply + lead assigned to agent by territory/grade
🔔
Day 0
Agent task created in Zoho CRM with SLA countdown
💬
Day 1
WhatsApp/SMS nudge via Zoho if no agent response logged
📞
Day 3
Call task auto-created for unresponsive hot leads
📨
Day 7
Nurture sequence in Zoho Campaigns for cold/unqualified leads
360° Conversion Funnel
Leads Captured412
Graded & Assigned412
Contacted < 1hr318
Qualified156
Converted41
Implementation

How we built it

1
Unified every form on the site into one capture layer

Service, clone-app, industry, location, and guide page forms all post to a single backend endpoint that tags each submission with its source page, category, and form context before forwarding it to Zoho.

2
Connected the website to Zoho CRM via API + Zoho Forms

Leads are created in Zoho CRM in real time, with custom fields capturing page source, service interest, and stated budget — no manual export/import, ever.

3
Built a rules-based lead grading engine in Zoho Flow

Hot/Warm/Cold scoring based on page source (clone-app or enterprise pages score higher), stated budget, company size signals, and response speed — automatically tagging each lead's priority.

4
Set up automatic territory and grade-based agent assignment

Zoho CRM assignment rules route hot leads to senior agents immediately and distribute warm/cold leads round-robin, with an SLA countdown task created the moment a lead is assigned.

5
Built the follow-up automation sequence

Instant auto-reply, WhatsApp/SMS nudges via Zoho if no agent action is logged, auto-created call tasks for unresponsive hot leads, and a Zoho Campaigns nurture sequence for cold/unqualified leads.

6
Built the 360° pipeline and conversion dashboard

A live funnel view from capture → grading → contact → qualification → conversion, broken down by source page and category, so the team can see exactly which programmatic pages are actually driving revenue.

The Results

Every lead now has a grade, an owner, and a clock running

Hot leads from high-intent pages — clone-app pricing pages, enterprise service pages — now reach an agent in minutes instead of sitting in a shared inbox for hours or days. Cold leads are no longer ignored either; they flow into an automated nurture sequence instead of disappearing entirely.

Because every lead is tagged with its source page from the moment it's captured, the team can now see — for the first time — exactly which categories of programmatic pages convert best, directly informing which content to expand next.

Before vs After
Time to first contact
4–24 hrs< 5 min
Leads with zero follow-up
~35%0%
Lead-to-meeting conversion
UntrackedTracked + 3x

Technology Used

Zoho CRM
Zoho Flow
Zoho Forms
Zoho Campaigns
Zoho Analytics
Webhooks & REST API
Next.js Website

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