Automated Lead Sync System

A unified lead synchronization engine that connects websites, CRMs, landing pages, and marketing tools into one dashboard.

The Automated Lead Sync System is built to eliminate manual lead downloads, spreadsheet errors, and scattered data across multiple platforms. This system collects leads from websites, contact forms, CRM tools, ad platforms, WhatsApp APIs, and landing pages then pushes them into a single unified dashboard in real time. Smart validation rules, deduplication logic, and automated tagging ensure clean and accurate lead entries every time.

Automated Lead Sync System

The Challenge

Businesses were receiving leads from multiple sources such as forms, ad campaigns, WhatsApp, and landing pages, but had no unified dashboard to manage them. Manual exports caused missing leads, duplicate entries, and delays in follow-ups.

Another challenge was syncing leads to different CRM systems without API limits being exceeded or data being duplicated. The client needed a stable and secure automated solution.

Solution

We developed a unified API system that receives leads from multiple sources and syncs them into a central dashboard. The system includes deduplication, device tracking, source tagging, and instant notifications through email/WhatsApp/API callbacks.

The automation pipeline pushes leads into the CRM in real time using secure webhooks and API endpoints. Logging and monitoring tools were added to track failures, retries, and API response quality.

Technologies Used

Node.js
Express.js
MongoDB
Webhook API
JWT Security
Cron Automation
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Automated Lead Sync System | Codolve