Lead Generation Web Scraping
completed
Automated lead capture and marketing integration for financial advisors.
Financial advisors needed a steady stream of qualified leads from external platforms that didn't offer an API or data export.
The problem. Lead data lived on third-party platforms that only allowed manual browsing. Advisors spent hours per week copy-pasting contact information into spreadsheets and then manually entering it into Salesforce.
What was built. A Python scraping pipeline that collects leads from target platforms on a schedule, deduplicates against the existing CRM, enriches records with available metadata, and pushes qualified leads directly into Salesforce. SMS notifications alert the team when high-priority leads arrive.
The outcome. An automated lead pipeline that replaced hours of manual data collection per week. Leads arrive in Salesforce enriched and ready to act on.
Technologies used
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