Macanta

International Relocation Specialist Case Study

- 28 hours saved per week – Zero data duplication – Adaptable and future-proof

Article1 min readUpdated Feb 22, 2025View source ↗
We created a Macanta system that uses REST API and Zapier integrations for seamless data flow from third party websites. Leads generated on other websites automatically feed through to the CRM as an “opportunity”, and then to the relocation management platform via Webhook Actions, meaning there’s no need to manually transfer information between the different systems. Every new lead now automatically creates a contact in Macanta and assigns it to a sales agent. That agent then receives automatically generated tasks and notes to prompt them to keep the lead conversion process moving. The system schedules calls and video surveys via an online diary, and any booking details are updated within the opportunity data. Once the opportunity moves into the relocation management platform, it’s removed from the agent’s workflow.
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