A homeowner submits a service request and the right technician or sales rep gets a ranked lead with context, a first-response task, and a follow-up timer before anyone checks email manually.
This automation turns raw service inquiries into owned pipeline work the moment they arrive. A form submission, inbox message, or webhook triggers the workflow: the lead is scored by service type, zip code, and urgency, then routed to the rep or crew with the lightest queue. A first-response task appears on the team board, a confirmation goes to the prospect, and a follow-up sequence starts if nobody replies within your SLA window.
What's Included
- Lead scoring: Rank inquiries by service type, territory, and stated timeline.
- Smart routing: Assign hot jobs to the right rep or dispatcher instantly.
- First-response task: Create a tracked follow-up the moment the lead lands.
- SLA timer: Escalate or reassign when no reply happens inside your window.
- Pipeline record: Keep every inquiry linked to contact, estimate, and outcome.
How To Use
- Clone the live kit below and connect your lead source (form, email, or CRM).
- Map territories and service types to owners in Automations.
- Set your first-response SLA and escalation path in Actions.
- Enable the toggle and watch new leads route themselves.
Pair with sales automations for full pipeline coverage, spin up a CRM in generate, or browse working systems in the Community Gallery. Need a custom version? Start at /create.