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Automate it! - Recipes to upskill your business by Chetan Giridhar

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Automating lead management with Webhooks

Oliver is Joy's colleague and works in the marketing department. He is responsible for the user onboarding process. His primary responsibility includes:

  • Sending a welcome e-mail to users who sign up on your website
  • Adding a lead record for the new signee into the CRM

Previously, it was easy for him to perform these two tasks manually since the signups on the site were minimal. But with the growing popularity of the website, he has begun to see an upsurge in the number of signups on a daily basis. Without doubt, he sees this as a highly time-consuming activity that can be easily automated. Can you help Oliver?

If we carefully analyze the problem, Oliver's main issue is integration across services. The two services ...

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