Built a full-stack AllBound engine from a disconnected CRM and zero outbound

Connected Zoho SalesIQ, Clay, Pipedrive, HeyReach, Instantly, and Looker Studio into one automated revenue system, in 4 weeks.

the starting point

No structured inbound lead capture - chatbot existed but had no data routing or CRM connection.
Zero outbound infrastructure. No prospecting, enrichment, or sequencing.
Pipedrive used as a contact rolodex, not a revenue system.
No campaign dashboards. Performance was invisible.
Website visitors and product-interest signals went completely untracked.

what we did

Built a 4-path Zoho SalesIQ chatbot with lead capture, IP-based country detection, and dynamic email templates per product.
Wired the full inbound flow: chatbot → Clay webhook → enrichment + dedup → auto-create org, person, and lead in Pipedrive.
Set up outbound from scratch: Clay (company import, enrichment, AI columns) → HeyReach for LinkedIn sequences → Instantly for email with A/B testing.
Built response categorization in Clay - positive replies auto-create Pipedrive leads with source tagging.
Created Looker Studio dashboards for LinkedIn (invites, connection rate, reply rate) and email (sent, opens, replies).
Integrated LeadFeeder and G2 into Pipedrive for website-visitor and product-intent tracking.
Designed campaign segmentation by company size (SMB vs. Enterprise) and industry vertical.
Delivered 3 knowledge-transfer sessions and full documentation across inbound, outbound, and integrations.

outcomes

Forecast accuracy

55% fcst

HubSpot adoption

75% Pipedrive

Manual reporting

80% saved

Tool cost saved

15 days