Lead Routing Form
Capture leads on a public form, rate each one hot, warm or cold, assign the rep for that zip code, and flag leads with no first call. Free to clone.
Lead Routing Form is a Taskade app kit built from one prompt: 2 projects that remember, 1 AI agent that thinks, and 2 automations that run on their own.
Category: Forms
This Taskade Genesis app includes 2 projects, 1 AI agent, 2 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Solar Guide. Its automations include New lead routing and Morning no call follow up.
by @john
What you can do with Lead Routing Form
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Lead Routing Form works
- New lead routing: when a new solar lead arrives, then Score and route the lead and Save lead temperature and rep.
- Morning no call follow up: when Every morning at 8 AM, then Find all solar leads and Turn the list into a short email.
Built with Taskade Genesis
- Category: Forms
- AI agents: Solar Guide
- Automations: New lead routing, Morning no call follow up
- Workspace: 2 projects, 1 AI agent, 2 automations