Automatically qualify, assign, and follow up with new leads

Every new lead is automatically scored, assigned to an agent, emailed, and followed up with over time.

How the work actually flows

It branches. Every path runs.

Pattern: Parallel Split (2)

flowchart TD trig>"lead submits inquiry form"]:::trig s0["score and categorize lead"]:::task s1["log and match to agent"]:::task trig --> s0 s0 --> s1 gx{"+ how to engage the lead"}:::gate s1 --> gx p00["send automatic welcome email"]:::task gx -->|"welcome email"| p00 p10["notify team on slack"]:::task gx -->|"team notification"| p10 p20["start follow-up sequence"]:::task gx -->|"follow-up sequence"| p20 p00 --> out p10 --> out p20 --> out out[/"qualified lead assigned and contacted"/]:::out pay{{"faster response, more conversions"}}:::pay out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepEvery pathResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
Lead Generation & ProspectingEmail AutomationMessaging & NotificationsSpreadsheet & Database OpsAPI & Webhook IntegrationReal Estate & Property
Connects
GmailGoogle SheetsSlack

The problem it solves

New leads come in from your website or listing sites, but sorting them, assigning them to the right person, and following up consistently takes constant manual effort. Hot leads can go cold simply because nobody got to them fast enough.

Who it fits

Real estate teams and small sales organizations that need every inbound lead qualified and followed up quickly.

How it works

  1. A new lead submits an inquiry form on your website or a listing site
  2. The system checks the lead's details and sorts it into a category, like buyer or hot lead
  3. The lead's information is logged and matched to the right agent based on their sheet of specialties
  4. An automatic welcome email goes out to the lead right away
  5. Your team gets a Slack notification, and a scheduled follow-up sequence begins
What you get

Every new lead followed up without delay

You get every new lead scored, assigned to the right agent, and followed up with automatically from the moment they inquire.

What you get

A qualified, assigned lead with an instant welcome email, a team notification, and an ongoing follow-up sequence.

What you need

A Gmail account, a Google Sheets account, and a Slack workspace.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

Related automations

Back to the AI Playbook