Lead Capture, Transfer & Routing
From your website and advertising sources to your CRM or the right team member, with notifications triggered by defined rules.
Automation & Alerts
Automations for capturing and routing leads, connecting systems and alerting you to budget changes, results and tracking errors, tailored to your workflows.
We define the event that triggers each action, the data that is transferred and who gets notified. Workflows reduce manual handoffs and flag issues that need attention. Email or WhatsApp notifications can be included where integrations allow. Rules, frequency and external service costs are agreed in advance.
Let’s Explore Your Next Step +A free introductory call to discuss your needs and whether we’re a good fit.
01 / In Focus
From your website and advertising sources to your CRM or the right team member, with notifications triggered by defined rules.
Alerts for changes in spend pacing, falling conversions or rising cost per result, based on defined thresholds and comparison periods.
We detect situations such as data interruptions, failed lead transfers or form malfunctions. An alert does not replace investigating the root cause of the issue.
Workflows between forms, CRM systems, spreadsheets and other tools - for example, creating a record, updating data or transferring information.
02 / Working Together
We map the current process, what will trigger the automation and what actions it will perform.
We assess systems, permissions and frequency, and explain limitations and costs before setup.
We handle missing information, duplicates and failures, and run end-to-end test scenarios.
After testing and approval, we explain the process’s dependencies on each system and how changes are handled.
Routine checks, troubleshooting and adjustments are defined in advance or under a separate agreement.
Example Process
An illustration of a possible workflow. Integrations, actions and trigger frequency are defined based on your systems.
Capture from a form or advertising source
Handle missing fields and duplicates using agreed rules
Send to the relevant system or designated recipient
Notify by email or WhatsApp as needed
Frequently Asked Questions
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