AUTOMATION

Automated Engagement Tracking & Multi-Channel Lead Routing Pipeline

Constructed a delayed engagement tracking workflow in Make.com that monitors email opens and clicks to route leads across HubSpot, ActiveCampaign, Slack, Twilio, and Gmail.

The Challenge

Tracking whether prospects opened or clicked initial outreach emails required manual follow-up or disconnected tracking systems. Leads who did not engage immediately slipped through the cracks without structured nurturing, while responsive leads lacked an automated transition path to sales and communication tools, leading to missed conversion opportunities.

What We Did

We engineered an advanced, multi-step automation scenario in Make.com that processes webhook leads, integrates delayed tracking intervals, and branches based on prospect engagement.

Webhook Payload Listener & HTML Parser: Captures incoming lead data via webhooks, utilizing custom tool variables and a text parser to extract contact records from raw HTML tables. HubSpot Object Search & Initial Router: Searches HubSpot CRM for matching records and routes already-closed contacts directly to update logs while directing active leads into the engagement tracking branch. Delay Sleep & ActiveCampaign Evaluation: Utilizes a sleep tool to wait for user interaction before pulling contact status from ActiveCampaign to check for email opens or clicks. Engaged Lead Fast-Track Path: Moves deals to new stages in ActiveCampaign, creates or updates contacts in HubSpot, triggers internal Slack reminders, sends alerts via Twilio, and logs updates to Google Sheets. Unengaged Lead Re-engagement Path: Updates deal statuses for unengaged leads in ActiveCampaign and HubSpot, dispatches follow-up emails via Gmail, and updates Google Sheets tracking rows.

The Result

Eliminated manual tracking of email opens and clicks across marketing campaigns. Prospect engagement is now monitored automatically with built-in time delays, ensuring responsive leads receive immediate multi-channel escalation while unengaged contacts are smoothly transitioned into nurture workflows.

Tools used

  • Make.com

  • Webhooks by Make

  • Tools by Make

  • Text Parser by Make

  • HubSpot CRM

  • Router by Make

  • Google Sheets

  • ActiveCampaign

  • Slack

  • Twilio

  • Gmail

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