Capture every agreed source
Connect selected forms, inboxes or lead sources and put the essential details into one consistent record.
Follow up with customers without the chasing.
Turn incoming inquiries into an organised follow-up process. Capture the details, identify the next useful action and keep your sales team informed without relying on a shared inbox.
Book an Automation Consultation
What this service
does for your team.
For businesses receiving quote requests through several channels and following up manually.
Qualify with your criteria
Check location, requested service and missing details against rules agreed with your team. Route uncertain cases for review.
Follow up with context
Prepare or send approved messages, stop sequences when someone replies and create a sales task when a person should take over.
Every inquiry.
A clear way forward.
Watch a sample lead move through your AI funnel—from first contact to a conversation with your team.
Scroll to follow the workflow
✉ Email
▤ Website
◉ Campaign
✓
Your sales team
Inside your workflow
AM
Alex Morgan Heating installation inquiry
Capture
Step 1 of 4
A new inquiry lands.
Alex asks for a heating installation quote through your website. The workflow captures the details and creates a CRM record.
Website inquiry → CRM record
Your rules decide who progresses. Leads needing more information stay in follow-up; exceptions are routed to a person.
How your apps work together
Example apps we can connect
Gmail
New inquiry
Zapier
Follow-up workflow
HubSpot
Sales handoff
Example connections. Final integrations depend on your tools and access.
You stay in control.
Your team approves the outreach rules and messaging. Opt-outs, customer replies and exceptions stop or change the sequence as agreed.
What we need from you
Lead sources, CRM stages, qualification criteria, approved messages and the person responsible for handoffs.
How we test it
We test routine requests, missing information and failed connections with your team. Before launch, we agree ownership, access, support and what a successful workflow looks like.
About this service
Can this follow up on estimates?
Yes. A workflow can use estimate status and elapsed time to trigger an agreed reminder or create a task for the sales team.
Will it keep messaging someone who replies?
We design reply and opt-out handling into the sequence, subject to what the connected channels support.
Start with one workflow
Book an Automation Consultation
We’ll review one repetitive task, look at the tools involved and recommend your next steps. Share a few details below to prepare for your automation consultation.
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