Lead Routing & Alerts
Every new lead in your CRM, instantly, with the right rep.
Form → CRM → Slack/SMS alert → owner assignment → follow-up sequence kicked off.
Every feature, built in.
Part of our Workflow Automation module — production-ready and shaped around how small teams actually work.
- 01Form-to-CRM
- 02Round-robin assignment
- 03Slack/SMS alerts
- 04Follow-up sequence
Four steps from kickoff to live.
Map
Process + tool inventory
Build
Sandbox workflow + errors
Cutover
Production switchover
Watch
Failure alerts + monthly check
Tools you already use, finally talking.
Triggers from one tool fire actions in another, with logging and failure alerts so you'll know the moment something needs attention.
Browse the rest of Automation.
Quote-to-Cash
Quote → invoice → payment, automatically.
Accepted quote auto-creates the invoice, sends it, chases late payment, books the revenue.
View template →Scheduling Sync
Keep calendar, CRM, and job board in lockstep.
Two-way sync between Google/Outlook, your CRM, and your dispatch board. No double-booking.
View template →Daily Reporting Pack
The numbers you need, in your inbox at 7 AM.
Pulls revenue, leads, bookings, and ad spend from every tool and emails a clean daily digest.
View template →Ready to start the Lead Routing & Alerts?
Reply within one business day. No high-pressure follow-up.