فارم سے سیلز تک لیڈ روٹنگ ورک فلو

A B2B company needed website enquiries and booked calls to reach the right salesperson with context and a reliable follow-up plan.

The problem

Lead information was copied between forms, inboxes, calendars, and the CRM. Response depended on who noticed first, and low-intent leads received no structured nurture.

The approach

We designed one event-driven workflow that validates, enriches, scores, routes, and tracks every inbound lead.

Technical implementation

• +Webhook ingestion for website forms, email, and calendar bookings.
• +Company enrichment, deduplication, and configurable lead scoring.
• +CRM upsert and assignment based on territory, account ownership, and capacity.
• +Instant sales notifications plus task and sequence creation.
• +Retry-safe execution logs and funnel reporting for every automation step.

Outcome

Inbound leads now follow a visible, measurable route from first touch to sales action or structured nurture.