Case Study: Lightmark Media achieves cleaner lead management with Zapier

How a Systems Technologist Helps Her Team Differentiate New and Existing Leads with Automation

Lightmark Media, a digital marketing firm for real estate companies, needed a way to tell new leads from existing ones without manually checking every call. The team used Zapier together with CallRail and Podio to automate lead handling and keep client CRM records clean and easy to manage.

Zapier connected CallRail to Podio and Google Sheets so that only new callers were added as CRM leads and backed up in a spreadsheet, while filters prevented duplicates. With Zapier, Lightmark Media streamlined lead management, reduced clutter, and gave clients more time to focus on closing deals rather than back-end admin.

Lightmark Media

Tatiana Sharp

Senior Systems Technologist