Features/Pipeline & CRM/Lead Pipeline
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Lead Pipeline

Lead Pipeline closes the loop between your ads and your revenue. Every lead that comes through your Meta, Google, or TikTok campaigns flows directly into a Kanban-style CRM — no Zapier, no spreadsheet, no manual import. You see the lead source, ad creative they clicked, and every touchpoint from click to close.

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How it works

STEP 01
Lead capture integration
Connect your landing page form, Meta Lead Forms, or TikTok Lead Gen directly to APEX. Leads appear in your pipeline the moment they submit.
STEP 02
Automatic attribution
APEX tags every lead with the campaign, ad set, and creative that sourced them. You always know which ad produced which lead.
STEP 03
Kanban stage management
Drag leads through custom stages — New, Contacted, Qualified, Proposal, Closed. Each stage triggers automated follow-up sequences if configured.
STEP 04
Activity timeline
Every note, email sent, SMS sent, and stage change is logged on the lead record with timestamps. Full contact history in one place.

Use cases

1
Closing the loop on ad ROI
Stop reporting on cost-per-lead. Lead Pipeline tracks every lead to close, so you know the cost-per-closed-deal and the actual revenue generated by each campaign — not just clicks.
2
Speed-to-lead automation
When a new lead comes in from a Meta Lead Form, APEX immediately triggers an SMS and email sequence. Studies show contacting a lead within 5 minutes increases close rates 10x.
3
Lead quality scoring by source
After 90 days, APEX shows you which campaigns produce leads that close vs. leads that ghost. Reallocate budget to quality, not just quantity.

Also in Pipeline & CRM

GHL Sync
Two-way sync with GoHighLevel. Leads, contacts, and pipeline stages stay in sync automatically — no Zapier needed.
Email Automation
Trigger email sequences from ad events. New lead, form fill, purchase — APEX fires the right sequence at the right time.
SMS Automation
Send SMS follow-ups triggered by campaign events. Powered by Twilio. Full opt-out compliance built in.

Ready to use Lead Pipeline?

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