Connected automation
Lead automation
Bring enquiry capture, qualification and follow-up into a connected process your team can understand.
Where the process gets stuck
Enquiries spread across forms, messages and inboxes can lose context, ownership and a timely next step.
What the workflow is designed to do
- Give each enquiry an owner and a next step.
- Keep the source and conversation context together.
- Make follow-up rules clear to your team.
How the workflow fits together
Capture the enquiry
Collect the enquiry together with its source and the details needed to respond.
Understand the requirement
Ask relevant questions and identify the service or support needed.
Assign a next step
Route the enquiry to an agreed owner and follow-up action.
Record the outcome
Keep a record of the next step so your team can review where the process needs attention.
Example use cases
Illustrative workflows to discuss.
Website enquiry
Route a new website enquiry to the right person with the requested service and an agreed follow-up task.
Professional services enquiry
Collect the prospect’s requirements before arranging the first conversation.
Tools to consider
Enquiry channels
Subject to compatibility review
Choose which forms and inboxes to connect after reviewing access and permissions.
Existing CRM
Subject to compatibility review
Field mapping, ownership and duplicate handling are assessed before implementation.
Common questions
Do we need to replace our current tools?
The first step is to review your existing process and tools. Any proposed connection or replacement is agreed as part of the plan.
Who decides how an enquiry is assigned?
Your team defines ownership and qualification rules, including exceptions that need a person to review them.
Does every enquiry receive marketing messages?
No. Handling a service enquiry and permission for future marketing are separate decisions. The workflow must preserve those choices.