Lead Automation
Form, DM, phone, or ad — wherever it comes from, leads can arrive across multiple channels simultaneously. Automation captures, classifies, and routes each one to the right person without a gap.
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What it does
Captures incoming requests, classifies them, and routes them to the right follow-up step.
Where leads come from
Web forms, WhatsApp, Instagram DM, phone calls, and ad lead forms.
How it classifies
By defined rules — product, location, budget, or intent — priority and direction are set.
Where it logs
CRM, Google Sheets, or direct notification to the relevant team member.
Full Flow
- 01
Lead arrives
A request is received from the designated channel — form, message, or call.
- 02
Data is collected
If required information is missing, an automatic follow-up question is sent.
- 03
Classified
The lead is prioritised and directed according to defined rules.
- 04
Routed
Delivered to the right person or team, with full context.
- 05
Record is created
Lead information and status are written to the designated system.
In Practice
Context — service business receiving leads across multiple channels
Dozens of requests arrived daily — through web forms, Instagram DMs, and WhatsApp. Each required a different team member's attention. Some weren't noticed for hours. Some were never answered. All channels were connected to a single flow. Every lead was instantly classified and forwarded to the relevant person. Response times shortened. Missed requests approached zero.
No Missed Opportunities.
Instant Response.
The information provided here serves as an outline; every automation is custom-designed for you, your company, and your specific workflows.
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