100% pipeline visibility.
For the first time ever.

CRM Unification: Forge case study

A multi-location service business had lead data scattered across Meta ads, DMs, booking systems, forms, and legacy spreadsheets.

Problem

No single source of truth. Duplicate records, missed follow-ups, and inconsistent data made it impossible to track pipeline health or attribute revenue accurately.

  • Lead data scattered across 5+ sources
  • Duplicate records causing confusion
  • Missed follow-ups due to data silos
  • No visibility into pipeline health
  • Unable to attribute revenue accurately

Multi-Source Ingestion

Webhooks and native integrations capture leads from Meta ads, DMs, booking systems, forms, and spreadsheets.

Deduplication Logic

Intelligent matching algorithm identifies and merges duplicate records based on email, phone, and name.

Field Mapping & Normalization

Maps fields from different sources into a unified CRM structure with consistent data formats.

Automated Tagging

Tags records with source attribution and lifecycle stage for accurate tracking and reporting.

100%

pipeline visibility achieved for first time

Tools Used

GoHighLevel Meta n8n Webhooks

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