Lead capture and follow-up is manual, fragmented, and slow. Sales reps spend nearly an hour per lead extracting data from multiple channels, checking for duplicates, and composing personalized outreach.
Automation captures leads from all sources, deduplicates instantly, and sends personalized emails and SMS within seconds. Sales reps focus on closing deals instead of data entry.
The full workflow, from trigger to completion.
A new lead arrives through the website form, email, or phone system. The automation platform detects the submission immediately.
The automation parses the lead information from the form, email, or call notes and structures it into standard fields.
The automation queries to see if a contact with this email or phone already exists.
If a duplicate is detected, the lead is logged as a new activity on the existing contact. If not, a new contact is created.
A new contact record is created with all extracted fields, or the existing contact is updated with the new activity.
An automated email is sent to the lead with a personalised greeting, dealership information, and a call-to-action.
A brief SMS message is sent to the lead's phone number with a greeting and callback number.
A message is posted to the sales channel with the lead details and a link for immediate assignment.
No credit card, no commitment. Map your process and walk away with a full build plan.
A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.
Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.
Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.
Other high-impact processes teams commonly map alongside this one.
Everything you need to know before mapping this process.
Map this to your business to get your exact numbers.
Map This AutomationNo credit card required — it's free.