Lead-to-CRM Workflow Pack
Every lead from your website, Facebook, WhatsApp and forms lands in one place, gets assigned, and gets followed up — automatically.
Overview
A ready set of automations: capture leads from all channels into a CRM or Google Sheet, assign by round-robin, alert the rep on WhatsApp, send an instant reply to the customer, and schedule follow-ups until the lead is closed.
We connect it to your actual channels and CRM (HubSpot, Zoho, Sheets or ours) and tune the messaging to your sales process.
Highlights
What's included
- Website form, Meta Lead Ads, WhatsApp intake
- Duplicate detection
- Lead scoring by source & answers
- Auto follow-up on day 1/3/7
- Weekly pipeline report
- Works with HubSpot, Zoho, Sheets
Made to fit your business
This is a proven base, not a locked template. We adapt the branding, features, integrations, languages and workflows to exactly what you need — and can extend it later as you grow. Tell us your requirements and we'll scope it with you.
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