Cooltech Air
2×
More booked jobs
< 30 s
Lead reply time
0
Manual CRM entries
Stack
Google Forms · Gmail · Notion CRM
Team
3 techs + 1 admin
Industry
HVAC
Go-live
Apr 2024
The challenge
Website leads went cold while waiting for manual replies or admin input.
A hiccup on the way
Client’s Gmail quota hit limits — fixed by rerouting via SMTP within 30 min.
Swifto solution
New leads trigger SMS auto-replies and CRM updates instantly.
Life after Swifto
2× more leads booked, admin load dropped by 70%.
2×
More bookings
< 30 s
Auto-response
▼ 70 %
Admin effort
Connect lead form + Gmail
New submissions trigger Zapier to send SMS + log to CRM.
Auto-fill CRM
Zap parses form and adds tagged entry in Notion.
SMS confirmation
Reply sent instantly with estimated call-back time.
Implementation timeline
Day 0
Connect Gmail + Forms
Day 1
Map CRM fields + test SMS
Day 2
Live on full website traffic
“We don’t chase leads anymore. They auto-book or reply within minutes.”
Mark Elston — Founder
Ready for your success story?
15-minute call. Screen-share, no fluff.
Book demo →