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CRM setup and optimization for a real-estate business. Configured pipelines, deal stages and contact properties, imported and de-duplicated the data, and automated lead assignment and follow-ups — giving the sales team one reliable source of truth and faster response times. Tools: CRM (HubSpot / Salesforce / Zoho).
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Leads that sit in an inbox over the weekend go cold.
The automation we set up for service businesses:
1. The website form fires a webhook on submit
2. A Make scenario receives it
3. An AI step reads the message and scores intent and budget
4. HubSpot gets a contact and a deal, with an owner assigned
5. Sales gets a Slack alert with a two-line summary
Nobody copies and pastes, nothing waits, and the team calls the hottest leads first. A person still makes every decision. The automation only removes the busywork.
Two things to add on day one: error alerts, so a broken step gets fixed before anyone notices, and a monthly check of the AI score against real outcomes.
How fast does your team reply to a new enquiry today?
Full article: sellwrightstudio.com/insights/every-lead-handled-automatically/
This is a really clean setup, Raja. The AI scoring intent and budget before anything hits HubSpot is the step most automations skip, and it is the one that actually saves the team time. The monthly check of the AI score against real outcomes is smart too. Do you find the scoring...
AI-Powered Workflow Automation for Smarter Lead Qualification ⚙️
A workflow automation interface designed to help sales teams research inbound leads, evaluate their fit, and route qualified prospects without manual effort.
Looking for a SaaS product design partner? Let’s build something great together.
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AI-Powered Workflow Automation for Smarter Lead Qualification ⚙️
A workflow automation interface designed to help sales teams research inbound leads, evaluate their fit, and route qualified prospects without manual effort.
Looking for a SaaS product design partner? Let’s build something great together.
