Automating Lead Management for YOO Lisbon

Background

A premier real estate developer managing high-end properties in Lisbon found that their existing email-based contact form lacked the structure needed to manage leads effectively. Inquiries were delivered to a single mailbox, which resulted in an unstructured process that made it difficult to track leads and ensure timely responses to potential clients.

Approach

To replace the unreliable manual process, the goal was to route requests directly into a CRM system. The following strategy was chosen to achieve a cost-effective, and low-maintenance solution:

• A standalone integration separates lead processing from the website and allows for the addition of new websites or lead sources in the future.
• Using a serverless architecture for the integration avoids the overhead of managing permanent in­fra­struc­ture.
• Workflow automation, such as assignment and scheduling, is handled within the CRM, where the client can adjust business logic without requiring technical assistance.

Solution

• A Node.js integration running on AWS Lambda receives form submissions.
• A separate spam-screening layer filters out unwanted content.
• AWS CloudWatch metrics and alarms allow for continuous monitoring of the integration.
• The in­fra­struc­ture is managed using Terraform to achieve quick and repeatable deployments.
• A custom-configured workflow in Odoo handles lead assignment, triggers emails, and schedules reminders for the team.

Result

A fragmented email process was transformed into a well-structured CRM pipeline. Leads are now automatically assigned and tracked, enabling an efficient and collaborative workflow.