Building a B2B Lead Generation System with CRM and WhatsApp Automation
Overview
Connect Aura Tech built a full-funnel B2B lead-generation system for a confidential B2B business, connecting advertising, landing pages, qualification, lead scoring, Zoho CRM assignment, WhatsApp follow-up, and conversion tracking. The published role attribution is limited to Business Head.
Project Snapshot
The Business Challenge
The business needed a structured B2B lead-generation and follow-up system connecting advertising, landing pages, qualification, CRM assignment and WhatsApp follow-up. The system needed to improve response speed and provide conversion tracking across the acquisition funnel.
Lead Scoring and CRM Workflow
Qualification and scoring determine lead priority. Qualified leads enter Zoho CRM and are automatically assigned. This is the CRM workflow for the acquisition system. It is not a separate measured result.
The Solution
Connect Aura Tech implemented a connected acquisition workflow. Ads generate traffic. Landing pages capture the lead. Qualification and scoring determine lead priority. Qualified leads enter Zoho CRM. Leads are automatically assigned. WhatsApp automation supports follow-up. Conversion events are sent back to the advertising and tracking stack for measurement and attribution.
Acquisition Funnel
Ads
Ads generate traffic.
Landing page
Landing pages capture the lead.
Lead qualification
Qualification is applied to the captured lead.
Lead scoring
Scoring determines lead priority.
CRM
Qualified leads enter Zoho CRM.
Automatic assignment
Leads are automatically assigned.
WhatsApp follow-up
WhatsApp automation supports follow-up.
Conversion event
Conversion events are sent back to the advertising and tracking stack for measurement and attribution.
Results
| Metric | Before | After | Change |
|---|---|---|---|
| Lead response | ~6 hours | ~5 minutes | ~98% faster |
| Cost per lead | Baseline | -32% | 32% reduction |
| Lead-to-customer conversion | Baseline | +24% | 24% increase |
| Lead volume | ~1,800 leads | 3 months | ~1,800 leads in 3 months |
WhatsApp Automation
WhatsApp automation supports follow-up after assignment. Messaging uses the WhatsApp Business Cloud API. This describes the follow-up channel, not an additional conversion figure.
Technology Stack
The frontend is Next.js, React, and TypeScript. Server-side work uses Next.js server APIs and webhooks. PostgreSQL is the database. Hosting is on Vercel. The CRM is Zoho CRM. Messaging uses the WhatsApp Business Cloud API and transactional email. Advertising and conversion tooling includes Meta Pixel, Meta Conversions API (CAPI), and Google Ads Enhanced Conversions. Tracking uses Google Tag Manager, Google Analytics 4, UTM tracking, and event tracking. Reporting uses a Looker Studio / BI dashboard and revenue attribution. Monitoring covers webhook logs, CRM sync monitoring, and conversion error alerts. These are implementation details, not measured business outcomes.
Technologies
Conversion Tracking and Attribution
Conversion events are sent back to the advertising and tracking stack for measurement and attribution. Tracking uses Meta Pixel, Meta Conversions API (CAPI), Google Ads Enhanced Conversions, Google Tag Manager, Google Analytics 4, UTM tracking, and event tracking. Reporting uses a Looker Studio / BI dashboard and revenue attribution. Monitoring covers webhook logs, CRM sync monitoring, and conversion error alerts. These capabilities are not presented as separate measured outcomes.
Limitations / Measurement
Results on this page are limited to the supplied project figures: lead response from about 6 hours to about 5 minutes (~98% faster), cost per lead -32%, lead-to-customer conversion +24%, and about 1,800 leads in 3 months. No revenue, ROI, profit, advertising-spend, customer-lifetime-value, exact customer count, exact conversion percentage, or rupee-saving figure is added. A named-client testimonial is not published because publication permission is not established in this repository.
Client Anonymity
This is an anonymized verified-client case study. The client is a confidential B2B business and is not named. The published role attribution is limited to Business Head. No written client-publication authorization for named identity is held in this repository.
FAQs
What workflow does the system follow?
Ads, landing page, lead qualification, lead scoring, CRM, automatic assignment, WhatsApp follow-up, and conversion event.
How long did the project take?
5 weeks.
What results are published?
Lead response moved from about 6 hours to about 5 minutes (~98% faster). Cost per lead is -32%. Lead-to-customer conversion is +24%. Lead volume is about 1,800 leads in 3 months. No additional metrics are claimed.
Is the client named on this page?
No. The client is a confidential B2B business. The published role attribution is limited to Business Head.
Discuss a Similar Lead Generation System
Talk with Connect Aura Tech about a connected B2B lead-generation workflow. Results on this page are limited to the supplied project figures.
Get Free Strategy Session