Lead capture and follow-up is a high-volume process where sales reps manually check for duplicates, enter contact data, and send outreach messages to prospects.
Automation instantly deduplicates incoming leads, creates or updates contact records, and sends templated email and SMS messages within seconds of form submission. The result is faster prospect engagement, zero duplicate records, and sales reps freed to focus on closing deals.
The full workflow, from trigger to completion.
A prospect completes the website lead form with contact details and vehicle interest. The form submission triggers the automation immediately.
The automation queries by email and phone number to detect if this prospect already exists. If found, the existing record is updated; if not, a new contact is created.
The prospect's name, email, phone, vehicle interest, and lead source are written as a new contact or merged with an existing record.
A templated welcome email is sent automatically to the prospect's email address within 60 seconds of form submission, thanking them and offering next steps.
A templated SMS message is sent to the prospect's phone number with a call-to-action and dealership contact number, delivered within 90 seconds.
Email and SMS sends are automatically recorded as activities on the contact record so the sales team has a complete timeline of outreach.
A message is posted to the sales channel with the prospect's name, vehicle interest, and contact method, alerting the team that the lead has been captured and contacted.
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