Aura Pay FinTech application dashboard mockup
CRM & Lead Gen

Aura Pay: Lead Automation

Connecting website forms to HubSpot CRM, building automated sales notification pipelines, and creating high-converting follow-up drip sequences.

HubSpot CRM IntegrationLead Capture AutomationLead Scoring & RoutingFollow-up Email Sequences

Demo Bookings

+140%

Alert Velocity

Instant

Avg. Response Time

0 mins

Email Open Rate

48%

The Challenge

Despite getting moderate traffic, Aura Pay's sales team took an average of 24 hours to respond to demo requests. Leads were stored in disparate inbox folders, resulting in missed opportunities and high acquisition costs.

Our Strategy

We implemented our HubSpot Fast Lead framework. We installed tracking codes, embedded custom forms, and mapped fields directly to HubSpot contacts. We then built immediate email response automation and SMS alerts for the sales representatives so follow-ups happened in under 2 minutes.

Campaign Execution

Phase 01

HubSpot CRM Setup & Mapping

Configured target lead pipelines, mapped contact property fields, and cleaned historical data structures.

Phase 02

Automated Drip Campaigns

Designed and launched multi-step automated email workflows presenting whitepapers and customer case studies to warm up leads before demo calls.

Phase 03

Real-time Sales Alerts

Created routing rules and notifications via Slack and email to instantly assign leads to reps based on business size.

//The Results

Project Outcome

With CRM automation in place, demo bookings rose by 140% within the first two months. Sales response times dropped from 24 hours to instant, and the warm-up email sequences achieved a record 48% open rate, driving significant pipeline velocity.

The CRM automation built by Hedge Marketing turned our website into an active sales machine. We no longer lose warm leads.

Marcus Vance

VP of Sales, Aura Pay

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