MVPX: Sales Automation & CRM Integration

The challenge

MVPX's sales team was manually copying leads from web forms into Salesforce, then separately notifying reps over Slack and triggering follow-up emails by hand. On a busy week that meant over ten hours of pure admin work per rep, and leads sometimes sat untouched for hours before anyone noticed.

What we built

We mapped the entire manual workflow first, then automated the parts that didn't need human judgment. Make.com workflows now auto-sync new leads from web forms directly into Salesforce, trigger an instant Slack notification to the right rep, and kick off a follow-up email sequence, all within seconds of a form submission, using a combination of native APIs and custom Node.js webhooks for the pieces off-the-shelf tools couldn't handle.

The sales team kept full visibility and control, they just stopped doing the copy-paste work in between.