Lead & CRM Automation
Stop losing leads to slow follow-up. We build automated pipelines that capture every inquiry — from web forms, ads, social DMs, and referrals — and instantly route them to your CRM, notify your sales team on Slack, and fire off a personalized welcome email. No more copy-pasting between tabs.
What's included
- Multi-source lead capture (web, ads, social, referral)
- Automatic CRM contact creation & tagging
- Real-time Slack/Teams notifications
- Personalized welcome email sequences
- Lead scoring & qualification rules
- Duplicate detection & merging
Tools we connect
HubSpotSalesforceSlackMailchimpZapierMake
How it works
01
Map your lead sources
We identify every place leads enter your business.
02
Build the pipeline
We connect sources to your CRM with intelligent routing.
03
Activate & optimize
Go live, monitor conversion rates, and refine triggers.
Book an audit for this service
We'll assess your current setup and show you exactly what we'd automate.
Book Free Audit