Field note
Kolton Dupey8 min read
Automating Lead Capture from WiserAdvisor with Python + Selenium
CRM · automation
Quick summary
In the world of financial lead generation, speed matters. Learn how I built a Python automation script that captures leads from WiserAdvisor and sends them to Salesforce CRM, running 24/7 on a Raspberry Pi.
🎯
Automating Lead Capture from WiserAdvisor with Python + Selenium
In the world of financial lead generation, speed matters. Platforms like
WiserAdvisor deliver high-quality leads, but those leads live behind a
login wall—and timing can make the difference between scheduling a
meeting or losing a prospect entirely.
In this post, I'll walk through a Python automation script I wrote to
solve this problem. It:
- Logs into my WiserAdvisor advisor dashboard
- Scrapes the latest lead from their table
- Prevents duplicate processing
- Sends the lead to our CRM (Salesforce) and adds tracking parameters
- Runs on a Raspberry Pi, 24/7
🧠 The Why: Automating Lead Capture
When WiserAdvisor delivers a lead, I want to:
- Capture it immediately
- Push it into our CRM (in this case, via a tracked Pardot Form Handler URL)
- Ensure I don't log the same lead twice
Manually refreshing and copy/pasting is not scalable, especially as
leads come in unpredictably throughout the day. This script runs every 2
minutes to make sure no opportunity slips through.
🛠️ Tools Used
- Python – the glue for the automation
- Selenium – to log in and simulate browser actions
- WebDriver Manager – to manage ChromeDriver versions
- requests – to send captured data to our CRM
- sched – to re-run the process every 2 minutes
- logging – for easy monitoring and troubleshooting
- Raspberry Pi 4 – lightweight, low-power always-on deployment
🍓 Why Run This on a Raspberry Pi?
This script is currently running on a Raspberry Pi 4 that sits in a
server room. Here's why I chose it:
- 💡 Low Power: It sips electricity, making it perfect for a 24/7 script
- 💸 Cost-Effective: No need to spin up a cloud VM or dedicate a full PC
- 🧘♂️ Set-and-Forget: Once configured, the Pi just runs quietly in the background
- 🧰 Full Linux Environment: Makes it easy to install Python packages, set up Chrome + Selenium, and run headless automations
I installed Raspberry Pi OS Lite, set up Python 3.9+, Chrome, and
chromedriver, and added the script to a
systemd service to auto-start on boot. That way, even if
the Pi reboots, the lead scraper picks up where it left off.🔐 Authentication with Selenium
The login process requires a full browser session.
Selenium launches Chrome in headless incognito mode with custom options.
I added a workaround for Chrome 129 to prevent blank windows in headless
mode by pushing the window offscreen:
Once the browser loads, I use
WebDriverWait to find and
fill out the login form.
📋 Scraping the Lead Table
After login, the script navigates to a hidden API-like URL that returns
raw JSON inside the
<body>. No HTML parsing
necessary—we just json.loads() the content.
The script processes the most recent lead only, and skips duplicates by
comparing emails.
🚀 Sending to CRM (Pardot Form Handler)
Captured data is sent into our CRM using a GET request
to a Pardot Form Handler. I bundle in UTM tracking for source
attribution.
🔁 Running Every 2 Minutes with sched
Instead of using cron or a task queue, I use Python's
sched
module to re-run the job every 2 minutes inside a long-lived process:
This makes it ideal for a headless Pi that's always running. Combined
with
systemd, it's self-restarting and resilient.🧪 Error Handling + Stability
- ❌ Network or login errors? Logged and skipped
- 🔁 Duplicate lead? Skipped
- 🧱 WiserAdvisor structure changes? Will throw a visible trace in logs
- 🔄 Reboots? Covered—systemd restarts the script automatically
🔮 Alternative Methods
- A Raspberry Pi is not needed. You can run this on a Windows machine or even host it as a web service on a platform like Render or Vercel. If you do try to host on a cloud platform, you will more than likely need to involve a proxy service for an extra cost. More and more sites are starting to block web scraping originating from a cloud platform such as a Render or Vercel IP block. A proxy will "mask" your origination. Residential proxies will work the best but are generally more expensive than a datacenter or cellular IP.
- Instead of scraping every 2 minutes, the script could be altered to run when an email is received by WiserAdvisor notifying you of a new lead. You could have the notification come to your email or your sales team but set up a rule to forward to an address monitored by a Python script. Once the email hits that inbox, the scraping script could start.
- This can work for any CRM or marketing platform.
👋 Final Thoughts
This script turned a painful, manual task into a reliable, invisible
process. Thanks to the Raspberry Pi, I've got a dedicated lead capture
machine that's cheaper than coffee and more dependable than most
software.
If you're a financial advisor, marketer, or builder looking to capture
time-sensitive data from a site with login walls, a Pi + Python stack is
hard to beat.
– Kolton Dupey
Automation Developer | Salesforce & API Integrator
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