Inputs mapped deliberately
Get enquiries to the right owner with context instead of losing them between forms and inboxes.
Lead capture and routing automation
Give each new enquiry a clear destination.
Send new enquiries from your forms to the right CRM owner. Routing rules and alerts give the team the details they need to follow up.
See the deliverables, total price and estimated delivery below.
Start today with
USD 98
USD 98
Total costUSD 49020% upfront: USD 98 · After approval: USD 392
Estimated delivery3-5 business days; after brief, access and approvals
Your first milestoneWalk through one real taskA useful review point before the next stage
The exception is part of the workflow
Failures routed to a person
A successful demo is not enough. We plan retries, duplicate handling, missing data and ownership so the workflow does not silently fail when the input changes.
A maintainable workflow handover
Operating notes and alerts help your team follow the workflow and handle exceptions.
In our clients’ words.
“They have expertise to handle any kind of project.”
“This is my second time working with these guys and they know what they are doing.”
“They work very fast and are extremely efficient.”
WHAT YOU RECEIVE
Your Lead capture and routing automation project, clearly defined.
Teams repeating the same handoffs between forms, spreadsheets, inboxes and business applications.
Form-to-CRM connection
Agree the supported endpoints, authentication method, fields and trigger behavior. Test a normal run and representative failures, and document credentials ownership, usage limits and recovery without exposing secrets in logs.
Routing rules
Describe the trigger, each decision and the expected output, with clear approval boundaries. Exceptions are routed to a named owner instead of repeatedly retrying a business action without oversight.
New-lead alerts
Make failed or incomplete runs visible to the right person. Document what can be retried safely, what needs intervention and which diagnostic details are recorded, with sensitive data kept out of routine alerts.
Scope and requirements
Ownership and fallback rules are agreed for unassigned or incomplete leads.
Any additional work is scoped and priced for your approval.
THE DELIVERY PATH
From your brief to the finished work.
Follow the preparation, review and delivery stages for this service.
Walk through one real task
Show the trigger, the tools, the fields and the intended result.
Agree the workflow map
Review each action, approval and exception before configuration.
Test real scenarios
Check normal input, duplicates, invalid data and provider failures.
Hand over the controls
Receive operating notes, credentials ownership guidance and an alerting plan.
What is included?
Includes Form-to-CRM connection, Routing rules and New-lead alerts. Ownership and fallback rules are agreed for unassigned or incomplete leads.
Must we change all our software?
Usually not. We first check the APIs and connectors available for your existing tools, then identify any real limitations.
What if a tool or API changes?
The handover explains monitoring and recovery. Ongoing maintenance is a separate service unless included in your scope.
Are automation-platform subscriptions included?
No, unless expressly listed. Task volume, premium connectors and self-hosting requirements affect ongoing costs.
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YOUR NEXT LEAP STARTS HERE
Ready to put Lead capture and routing automation to work?
Your package includes a defined scope and delivery schedule. Share your brief to get started.