Empowering Tap Health with Zoho CRM & Gallabox
Project Overview
At Cleanomatics Tech Solutions (CTS), we partnered with Tap Health to streamline their lead collection and engagement processes. By integrating Zoho CRM with Gallabox, we created a fully automated system where every verified user was tracked, tagged, and nurtured through personalized campaigns—boosting conversions and reducing manual effort.
The Challenge
- Tap Health faced difficulty in managing lead flow and user engagement.
- They needed a reliable way to capture and track leads from their landing page and app.
- Manual data entry caused errors and inconsistent lead management.
- Inadequate engagement and follow-up processes led to missed revenue.
- Lack of structured automation prevented targeted communication based on user actions.
Zoho CRM Integration & Automation
Integrated Zoho CRM with OTP verification to ensure verified leads.
Automated lead creation with dynamic tagging (“SQL”, “Payment Failed”, “Deal Won”).
Centralized lead data and real-time updates for accurate tracking.
Results & Benefits
How Zoho CRM & Gallabox Helped Tap Health
- Centralized Data – All customer profiles and WhatsApp conversations synchronized in real-time, eliminating silos.
- Automated Lead Management – OTP-verified leads captured and dynamically tagged for precise tracking.
- Enhanced Engagement – Triggered campaigns based on payment attempts and plan selections improved conversions.
- Time & Accuracy Gains – Automated workflows reduced manual effort, saving time and ensuring consistency.
- Scalable Outreach – Bulk and sequenced WhatsApp/email campaigns boosted app installs and plan purchases.
Client Testimonial
What our client says about the project
“After integrating Zoho CRM and Gallabox, all our user information - including every WhatsApp chat and campaign - remains perfectly synchronized. Automated tags and targeted message workflows help us engage, follow up, and convert more efficiently than ever before. Our team saves time and closes deals faster - the system works exactly as promised.”.
