FORMAFORCE: sales operations automation
Production automation for FORMAFORCE's sales operations, a training group: leads, calls and billing kept in sync across the CRM without manual re-entry.
- CRM & automation
- CRM, phone and billing kept in sync, automatically
- 2026
1
Call endedphone system
2
Clean number+33 format
3
Find contactCRM search
4
Log callfound
4
Create contactnot found
Runs aloneEvery run is logged and can be replayed
Problem
Sales, call and billing data living in separate systems, re-typed by hand between them, with no single dashboard for the sales side to work from.
System
A production n8n workflow stack synchronising leads, calls and billing into the CRM, feeding Ringo (Analytics-Force), the live dashboard the sales side uses daily at ringo.forma-force.fr.
- Every call from the phone system is written on the right contact: the number is cleaned and duplicate events are dropped by call ID.
- Leads, deals and payments are synced into one database that feeds the CRM and the dashboard.
- A live dashboard used by the whole sales team, with a daily recap of the leads nobody has handled yet.
- Session planning: seats per week and per centre, counted from paid enrolments.
Built with: n8n, PostgreSQL, Resend
How it runs
What happens after a call ends. Five steps run alone; the last one hands over to a person.
A call ends
Runs aloneThe number is cleaned to the international format
Runs aloneDuplicate events are dropped by call ID
Runs aloneThe call is logged on the contact, or the contact is created
Runs aloneThe dashboard updates
Runs aloneA lead nobody has handled shows up in the daily recap
Hands over to a person
On screen
Example screens with sample data. The real ones hold client data.
- Claire D.+33 6 •• •• 42 12 · 3 min 12Logged on contact
- Marc T.Callback · 1 min 40Logged on contact
- +33 1 •• •• 07 88Missed, no voicemailCallback task set
- Unknown number+33 7 •• •• 19 03 · 5 min 02New contact created
- Nadia R.Roofing firm · 2 min 27Logged on contact
Revenue, this month€48,230
Live, no export
Calls in the CRM
46/46
Every call on a contact
Pipeline23 open leads
Quotes4 signed
Unsigned ones chased on day 3
What changed
| Before | After |
|---|---|
| Sales, call and billing data retyped by hand between systems | Every call logged on its contact, on its own |
| No single dashboard for the sales side | One live dashboard, used by the whole team every day |
| Duplicate records after a retry | Duplicates dropped by call ID |
Result
- Dozens of n8n workflows in production.
- 200,000+ phone calls synced.
- Live dashboard used by: Whole team.