Lead-to-CRM Automation
An automation that captures, enriches, scores and routes every inbound lead
An automation that captures, enriches, scores and routes every inbound lead, so nothing slips and the team only touches deals that matter.
Client
Confidential - Services business
Category
Automation
Services Used
Automation, Consulting
Year
2025
Inbound leads arrived across forms, email and ads with no consistent follow-up. Hot leads went cold while the team did manual data entry, and nobody could see where deals leaked. They needed intake that happened automatically and instantly.
The pipeline
New lead captured
Forms, email and ads
Enrich and dedupe
Company and contact data
Score intent
Model ranks the lead
Route to owner
By territory and value
Instant alert
Slack and email
Logged and synced
Written to the CRM
What We Built
Lead intake pipeline
A single automated flow that captures leads from every source and normalises them.
Enrichment and scoring
Each lead is enriched with firmographic data and ranked by intent before routing.
Routing and alerts
Leads are assigned to the right owner with instant Slack and email notifications.
CRM sync and logging
Every action is written back to the CRM for a clean, auditable pipeline.
Leads are now actioned within minutes instead of hours, manual data entry is almost gone, and the team finally has a single, reliable view of the pipeline.
The results
Project Visuals
Let's Work Together