- 📍 Location: USA
- 🏭 Industry: Food & Beverage / Food-Tech
- 💼 Domain: Online Food Ordering & Delivery Automation
Challenge
A fast-growing food-tech company was experiencing operational inefficiencies in its sales workflow and customer engagement processes. The company used several tools for lead generation, meeting scheduling, and collaboration, but these systems were not fully integrated with Salesforce.
As a result, the sales team faced multiple challenges:
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Lead Management Gaps Leads generated through Amplemarket had to be manually added to Salesforce and sales sequences, which caused delays, data inconsistencies, and missed follow-ups.
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Missed Meeting Updates Meetings scheduled through Calendly were not automatically reflected in Salesforce opportunities, making it difficult for sales representatives to track deal progress accurately.
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Manual Meeting Notes Sales teams were required to manually add meeting notes into Salesforce after every call, which was time-consuming and often resulted in incomplete information.
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Limited Client Visibility Customers wanted access to real-time dashboards but preferred not to log into Salesforce due to its complexity.
The company needed an integrated automation solution that could connect multiple sales tools with Salesforce, reduce manual work, and provide real-time visibility into the sales pipeline.
Solution
Phenoble Software designed and implemented an end-to-end Salesforce automation framework integrating multiple sales tools to streamline lead management, meeting tracking, and client reporting.
The solution connected Amplemarket, Calendly, Avoma, Slack, and Salesforce to create a unified and automated sales ecosystem.
1. Automated Lead Capture (Ample Market → Salesforce)
Phenoble Software integrated Amplemarket with Salesforce to ensure that all selected leads were automatically created in Salesforce as Lead records.
Key capabilities included:
- Automatic lead creation in Salesforce
- Real-time synchronization of prospect data
- Automatic enrollment of leads into sales sequences for immediate follow-up This eliminated manual data entry and ensured faster lead engagement.
2. Calendly Integration with Salesforce Opportunities
To improve pipeline tracking, Phenoble Software integrated Calendly with Salesforce.
When a meeting was booked:
- Calendly confirmation emails were detected
- Salesforce Opportunities associated with the contact were automatically updated to “Meeting Booked” stage This ensured accurate and real-time pipeline visibility for sales teams.
3. Automated Meeting Notes with Avoma
Phenoble Software implemented an integration between Avoma and Salesforce to automatically sync meeting recordings and notes.
This allowed:
- Automatic storage of meeting insights in Salesforce
- Elimination of manual note-taking
- Improved visibility into sales conversations
4. Client Dashboard Access via Slack
To simplify reporting for clients, Phenoble Software integrated Salesforce dashboards with Slack channels.
This allowed stakeholders to:
- View real-time sales metrics directly in Slack
- Access automated updates without logging into Salesforce
- Improve transparency and collaboration between teams
Business Impact
- Significant Time Savings
- Automation eliminated manual lead imports, data updates, and reporting preparation.
- Real-Time Pipeline Visibility
- Sales leadership gained instant insights into deal progress and pipeline health.
- Improved Sales Productivity
- Sales representatives could focus more on selling rather than updating CRM records.
- Higher Data Accuracy
- Integration across Amplemarket, Calendly, Avoma, and Salesforce ensured consistent and reliable data.
- Scalable Sales Operations
- The system allows the company to onboard additional sales reps and manage higher lead volumes without increasing administrative workload.
- Enhanced Collaboration
- Slack-based reporting improved communication and transparency between teams and stakeholders.
Tech Stack
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Technology
- Salesforce (Flows, Apex, Custom Objects)
- API Integrations
- Workflow Automation
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Integrations
- Amplemarket API
- Calendly API
- Avoma API
- Slack API
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Cloud
- Salesforce Sales Cloud
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Tools
- VS Code
- Workbench
Result
✔ Fully automated lead capture and sales sequence enrollment
✔ Real-time synchronization between Calendly meetings and Salesforce opportunities
✔ Automated meeting notes and insights stored directly in Salesforce
✔ Client-friendly reporting through Slack-integrated Salesforce dashboards
✔ Scalable and integrated sales ecosystem supporting business growth