Trigger → Action
The exact sequence this automation runs, end to end.
A lead comes in
Form, ad platform, email or referral — all sources normalised to one shape
The lead is enriched and scored
Company and contact data is researched, then scored against your criteria
CRM records are created or updated
Contact, company and opportunity written without duplicates
Follow-up fires immediately
Owner assigned, first touch sent, task created — within minutes
Ranges reflect typical outcomes across past engagements — we validate real numbers for your business on the strategy call.
The best window to reach a lead is measured in minutes, not days.
Leads sit unassigned in a queue while reps miss the window where they were actually ready to talk. Meanwhile customer data drifts out of sync across your CRM, spreadsheets, and whatever your finance team uses — so nobody’s looking at the same numbers, and proposals get rebuilt from scratch every single time.
Leads go cold in the hours before anyone calls back
CRM, spreadsheets, and finance all disagree on the same customer
Every proposal gets rebuilt from scratch, eating a rep’s week
What we actually build.
- Instant Lead Scoring: Scored and assigned to the right rep within a minute of arriving
- Two-Way CRM Sync: One accurate source of truth across CRM, HubSpot, and Salesforce — no manual re-entry
- Live Proposal Generation: Live deal data flows into your brand template, ready to send same-day
- Real-Time Notifications: Assigned reps hear about it via Slack or WhatsApp, not an email they’ll see tomorrow
- Live Pipeline Reporting: Reflects what’s actually happening, not what was true last time someone updated a spreadsheet
Related workflows we've shipped.
A sample — see the full workflow library for more.
- Lead Routing — gets new leads to the right rep before the window to follow up closes
- CRM Synchronization — keeps customer data identical across every system that touches it
- Proposal Generation — turns deal data into a branded proposal in minutes, not days