Greenrope
Greenrope CRM Setup + Data migration
Project Overview
The client wanted a seamless way to capture leads from multiple WordPress forms linked to different events and automatically manage them inside their GreenRope CRM. The goal was to centralize all leads, send onboarding messages automatically, and run email campaigns to promote upcoming events.
I integrated WordPress with GreenRope via Zapier, set up automation workflows, and configured email delivery through SMTP to ensure reliable message delivery and branding consistency.
Goals & Objectives
Integrate WordPress forms directly with GreenRope CRM.
Automatically segment leads based on the event form submitted.
Trigger personalized onboarding emails for each event.
Run a targeted broadcast campaign to over 4,000 contacts.
Configure SMTP for professional and consistent email delivery.
Key Processes & Features
1
Lead Collection & Integration
Tools Used: WordPress, Zapier, GreenRope CRM
I connected multiple WordPress forms to GreenRope using Zapier, ensuring that each submission was sent directly to the CRM. Leads were tagged automatically based on the event they registered for, simplifying segmentation and follow-up.
2
Automated Onboarding Sequences
Tools Used: Zapier, GreenRope Campaigns
I built an automation that instantly sends a personalized onboarding email to every new lead, welcoming them and providing details about their selected event.
3
Email Campaign Setup
Tools Used: GreenRope CRM, SMTP, WordPress
I imported and cleaned over 4,000 contacts, then set up a targeted campaign announcing the upcoming event. Using GreenRope’s campaign tools and SMTP configuration, the client was able to send branded emails directly from their domain.
Results
Lead collection time reduced by 90% through full automation.
Over 4,000+ contacts reached through the campaign.
Improved email deliverability and brand consistency with SMTP setup.
Simplified management of multiple event registrations.
Screenshots
Conclusion
This project demonstrates how a properly integrated system can connect WordPress, Zapier, and GreenRope CRM into a single, efficient workflow. The client now saves hours of manual work and maintains a consistent, automated communication process for every new lead.
Project Information
Clients: Gigi Vancio
Category: CRM, Automation
Services: Greenrope Crm Setup + wordpress automation
Skills Used: Workflow Design, Automation Setup, CRM setup
Technologies Used: WordPress, Greenrope, Zapier
Duration: < 4 Weeks
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