CRM ConsultingZoho CRM & Marketing Automation for Pristine Maid
Unified seven platforms into one lead-to-customer pipeline for a residential and commercial cleaning business, with campaigns that stop automatically the moment a lead books.
Overview
Pristine Maid needed a fully automated marketing and lead management system to streamline their residential and commercial cleaning operations, integrating WordPress, Gravity Forms, Zoho CRM, Zoho Campaigns, Calendly, Booking Koala, and Zapier into one seamless workflow — with accurate lead capture, targeted email campaigns, proper residential/commercial tagging, and campaigns that stopped automatically once a lead converted.
The Solution
After assessing the existing setup and identifying incorrect email sources, misrouted campaigns, and untagged leads, Zoho CRM was built out as the central hub, with Gravity Forms capturing web leads and Zapier/Integromat automating the handoffs between systems.
Campaigns were triggered based on form submissions and Calendly scheduling interactions, with automatic campaign stoppage once a lead booked a service through Booking Koala. Residential lead tagging, lead retargeting, and corrected email sender authentication (support@pristinemaid.com) rounded out the system for consistent branding.
Results
A fully integrated lead-to-customer pipeline: a 1-hour delay campaign after initial form submission, a 7-day delay campaign if a Calendly appointment is booked, and an automatic campaign halt once a booking is made through Booking Koala — with correct email routing and end-to-end workflow testing in place.