Automate.io
5 Case Studies
A Automate.io Case Study
HHP Spain, the Spanish subsidiary of Home Health Products, needed a way to keep lead data in sync across Salesforce and its Contact Center database without relying on custom code. As inbound leads grew across sources like Facebook Lead Ads, their manual and PHP-based process created sync issues and slowed down the sales team’s response time.
Using Automate.io, HHP Spain built automated lead-management workflows with Webhooks, Filters, Formatters, and Lookup Table to sync data between Salesforce and its Contact Center database. The result was a fully automated, two-way lead sync that saved the team 30 hours every week, reduced errors, and helped sales respond faster and schedule appointments more quickly.
Héctor Martinez
Information Technology Technician