CASE STUDY / GHL SANDBOX PROJECT
One application.
One lead record.
A clear booking journey.
A Typeform application, GHL inquiry/sales pipeline, and two separate Calendly meeting types connected around the same applicant record.
THE PROBLEM
Stop rebuilding
the same lead record.
Copying form answers into a CRM and tracking appointments separately creates repeated entry and disconnected records. A resubmission can also create a second lead or deal if matching is not handled.
HOW I SOLVED IT
I connected Typeform answers to GHL contact and deal records, then linked two Calendly meeting types to the same applicant by email. The pipeline shows whether the lead has applied, booked Discovery, or booked Strategy.
- Reuse the applicant email as the match key
- Save answers and consent information
- Move the existing deal after the relevant booking
THE LEAD JOURNEY
Apply
The application creates or updates the contact, stores the enquiry answers, and creates or updates the Applied opportunity.
Book Discovery
The Discovery booking matches the applicant by email, saves its meeting details, and advances the deal to Call 1 Booked.
Book Strategy
The Strategy booking uses its own workflow and advances the same deal to Call 2 Booked. Final outcomes are handled separately.
ACTUAL SANDBOX BUILD
The application.
The pipeline progression.
Typeform application for this personal sandbox project. All displayed applicant information is sample data.
Sample lead moving from Applied to Call 1 Booked and Call 2 Booked.
TESTED WORKFLOW / PRACTICAL BENEFIT
Less repeated entry.
A clearer lead journey.
Intake & booking tests
- Three application tests without duplicate contact or deal creation
- Discovery booking matched the applicant and updated Call 1 Booked
- Strategy booking updated the same deal to Call 2 Booked
What the team gains
Form answers stay with the applicant, repeat applications can update the existing record, and bookings update the pipeline stage. The team can follow the lead without copying the same details or manually matching appointments.
Project scope: a personal sandbox build demonstrating application intake, record matching, and Discovery and Strategy booking integrations. Automated follow-up messages and cancellation handling are outside the tested scope shown here.
LET’S MAKE THE NEXT STEP CLEAR
Have a role
in mind?
Tell me about your team, the work involved, and where I can contribute.
cormerokoleen25@gmail.com
Based in the Philippines. Experience supporting Australian and U.S. teams remotely.