Use Case: Lead Generator
The Problem
Section titled “The Problem”TODO: Describe the problem:
- Leads arrive from multiple channels
- Incomplete or duplicate data
- Doesn’t reach CRM automatically
- Outdated information
The Solution with Gateway Ion
Section titled “The Solution with Gateway Ion”TODO: Explain solution (2-3 paragraphs)
Requirements
Section titled “Requirements”TODO: What you need:
- Connection to web forms (Typeform, JotForm)
- Connection to CRM (HubSpot, Salesforce)
- API for data enrichment (optional)
- Data Store for deduplication
Step by Step
Section titled “Step by Step”1. Capture Leads
Section titled “1. Capture Leads”TODO: Get leads from sources:
- Web form
- Chat widget
- Landing page
Options:
- Manual webhook
- App event
- Form polling
2. Validate Data
Section titled “2. Validate Data”TODO: Clean information:
- Valid email
- Formatted phone
- Required fields filled
- Remove spaces
Validation example:
TODO: Validation expression3. Deduplicate
Section titled “3. Deduplicate”TODO: Avoid duplicates:
- Search in Data Store by email
- If exists: update, don’t create new
- If doesn’t exist: create record
Logic:
TODO: If/then diagram4. Enrich Information
Section titled “4. Enrich Information”TODO: Get more data:
- Company from email
- Lead public data
- Lead scoring
- Previous history
Using API:
TODO: Example HTTP request to API5. Assign Salesperson
Section titled “5. Assign Salesperson”TODO: Distribute leads:
- Round-robin among salespeople
- By region
- By industry
- By capacity
6. Create in CRM
Section titled “6. Create in CRM”TODO: Synchronize to CRM:
- Map fields
- Create contact
- Create deal (if applicable)
- Assign owner
Field mapping:
TODO: Mapping table7. Notify
Section titled “7. Notify”TODO: Alert salespeople:
- Email to assigned salesperson
- Slack notification
- Urgent SMS (for hot leads)
- In-app notification
Complete Flow
Section titled “Complete Flow”TODO: Visual flow diagram:
Lead → Validation → Deduplication → Enrichment→ Assignment → CRM → NotificationExpected Results
Section titled “Expected Results”TODO: Metrics:
- ✅ 100% of leads in CRM
- ✅ 0 duplicates
- ✅ Complete information
- ✅ Salespeople notified in minutes
Common Errors
Section titled “Common Errors”TODO: Problem table:
| Error | Cause | Solution |
|---|---|---|
| ”Duplicate lead in CRM” | Doesn’t validate well | Adjust search |
| ”Email rejected” | Invalid format | Validate before |
| ”CRM doesn’t receive” | Incorrect mapping | Review fields |
Tips and Best Practices
Section titled “Tips and Best Practices”TODO: Tips:
- Prioritize hot vs warm leads
- Validate emails in real-time
- Save complete history
- Monitor conversion rate
- Review duplicate leads regularly
Variations
Section titled “Variations”TODO: Other ways:
- Event leadgen: Capture from qr/forms
- Referral leadgen: From recommendations
- Re-engagement: Reactivate old leads
Next Steps
Section titled “Next Steps”TODO: Expand:
- Advanced scoring
- Predictive analytics
- Nurturing campaigns
- Lead timing