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Workflow Automation
Auto follow-ups & lead routing
Every new lead gets a reply in 60 seconds and lands with the right agent — automatically.
Overview
Speed-to-lead decides who wins the deal, and manual routing always loses. This automation catches every new lead the moment it arrives, sends an instant personalized reply, assigns it to the right agent by area or round-robin, and keeps the follow-up sequence running until someone connects.
What's included
- Instant auto-reply on every new lead
- Smart routing by territory, source, or round-robin
- Multi-touch follow-up sequence until contact is made
- Escalation alerts when a lead goes untouched
- Works with the lead sources and CRM you already use
Tools we use
- Make
- Zapier
- OpenAI