Lead & Triage Automation
Sub-60-second automated inbound lead qualification, enrichment, and sales team routing.
Instant lead capture pipelines that validate contact data, calculate intent scores, route prospects by deal size, and trigger instant greetings.
Who it is for
Built for teams like yours
High-growth sales organizations, B2B services, and agencies investing in paid advertising.
The problem we solve
Inbound leads go cold when response times take hours or days, and buyers often go with the business that responds first.
- Hot leads wait hours for a first reply.
- Sales time goes to enquiries that were never a fit.
- Leads from ads, forms and calls end up in different places.
What we deliver
What you get
- Instant multi-channel webhook intake (Web, Meta Ads, Google Ads)
- Automated data validation (phone formatting, corporate email check)
- Algorithmic deal routing to senior vs junior reps based on budget fit
- Real-time Slack / WhatsApp notification alerts with 1-tap call buttons
Typical use cases
Where it helps
- Meta Ad lead instant qualification and WhatsApp brochure dispatch in 15 seconds
- Website pricing calculator form auto-generates custom proposal PDF
- Round-robin sales rep assignment with SLA tracking and re-assignment
How we work
From audit to launch
Every project follows the same steps, with a written, fixed quote before any work begins.
- 01
Free audit call
We look at how the work is done today and where time or leads are lost.
- 02
Written proposal
Scope, timeline and a fixed price in writing, before any work starts.
- 03
Design and build
Built in short stages, with a preview you can review at each one.
- 04
Test and handover
We test real scenarios, including failures, then train your team.
- 05
Launch and support
Go live with monitoring, and a support period included in every package.
Examples and proof
See how it works
We have not published a client case study for this service yet. The examples below are clearly labelled demos and reference builds, and we can talk through relevant past work on the audit call.
Interactive workflow preview • ILLUSTRATIVE REFERENCE BUILD
Autonomous Lead Qualification & Routing Engine
Click a step to see what it receives and sends.
Non-visual workflow sequence for Autonomous Lead Qualification & Routing Engine:
- Step 1: Webhook Trigger (Inbound Event). Receives instant JSON payload from Next.js intake wizard or website form.. Integration: Next.js App Router API.
- Step 2: Schema Validation & Enrichment (Data Transformation). Sanitizes payload, validates corporate domain, and enriches company metadata.. Integration: Zod + Node.js Transform.
- Step 3: AI Intent & Budget Scorer (Autonomous Decision). Analyzes project scope and budget threshold using LLM reasoning rules.. Integration: OpenAI / Claude API.
- Step 4: Branch: Tier Evaluation (Conditional Logic). Routes high-intent deals to instant VIP triage; routes educational inquiries to nurture sequence.. Integration: n8n Switch Node.
- Step 5: HubSpot / Zoho CRM Sync (CRM Synchronization). Creates deal record, sets deal stage to Qualified, and logs intent score.. Integration: HubSpot CRM REST API.
- Step 6: WhatsApp & Slack Dispatch (Multi-Channel Alert). Sends WhatsApp briefing link to prospect and alerts team in #inbound-vip.. Integration: WhatsApp Cloud API + Slack.
Webhook Trigger
Receives instant JSON payload from Next.js intake wizard or website form.
Listen on /api/webhooks/lead-intake with SHA-256 signature verification.
{
"event": "lead.submitted",
"timestamp": "2026-09-01T00:12:00Z"
}{
"status": 200,
"payload_validated": true
}
High-Velocity Property Discovery & VIP Broker Lead Routing Engine
Engineered a luxury real estate portal with instant budget qualification, geo-targeted broker assignment, and automated WhatsApp inspection scheduling in sub-60 seconds.
Tools we typically use
- n8n
- Zapier/Make bridges
- HubSpot API
- Resend
- Twilio
Questions
Lead & Triage Automation: common questions
How are leads scored?
With clear rules you agree, such as budget, timeline and service, optionally assisted by AI. You can see why each lead got its score.
What happens to duplicate enquiries?
Repeat submissions are recognised and merged into the existing lead rather than creating a new one.
How is the final price decided?
All prices are starting prices. You get a written, fixed quote after a free audit call before any work begins. Indian clients: prices exclude 18% GST. International clients are billed in USD.
How are payments split?
Project payments: 50% to start, 50% on approval before launch. Larger projects can be split by milestone.
Who owns the work?
You own your website, content and workflows once the project is paid in full.
What are you doing manually? Let’s automate it.
Tell us what your team currently does manually. We'll map where automation can remove friction, cut spreadsheet copy-pasting and speed up replies.