Sales & leads automations
Everything we build in the Sales & leads category, with the trigger, the steps and the typical saving for each.
IndiaMART to GoHighLevel Integration
Pull IndiaMART buyer enquiries into GoHighLevel the moment they arrive, deduped and ready for the rep to work.
6 hrs/week
IndiaMART Leads to WhatsApp
Send an instant, specific WhatsApp reply to every IndiaMART enquiry — before your competitors open their email.
5 hrs/week
JustDial to CRM Integration
Capture JustDial enquiries into your CRM with source tracking and instant acknowledgement.
3 hrs/week
Facebook Lead Ads to GoHighLevel
Move Meta lead form submissions into GHL instantly, with campaign and ad-set attribution intact.
4 hrs/week
Facebook Lead Ads to WhatsApp
Reply to every Meta lead on WhatsApp within a minute of submission.
4 hrs/week
Google Lead Form Extensions to CRM
Capture Google Ads lead form extension submissions directly into your CRM.
3 hrs/week
LinkedIn Lead Gen Forms to HubSpot
Sync LinkedIn lead gen form submissions to HubSpot with enrichment and routing.
4 hrs/week
Website Form to CRM Integration
Any website form into your CRM with spam filtering, enrichment and instant response.
3 hrs/week
Google Forms to Sheets and CRM
Route Google Form responses into a structured sheet and your CRM at the same time.
2 hrs/week
Typeform to Airtable Integration
Push Typeform submissions into Airtable with file handling and conditional routing.
2 hrs/week
Calendly to GoHighLevel Sync
Sync Calendly bookings, reschedules and cancellations into GHL contacts and pipelines.
2 hrs/week
Missed Call Text-Back Automation
Every missed call gets an immediate WhatsApp or SMS asking what the caller needed.
Recovers 20–30% of missed calls
Speed-to-Lead Automation
Contact every new lead across WhatsApp, SMS and email within 60 seconds, from any source.
Doubles contact rates in most deployments
Lead Round-Robin Assignment
Distribute leads fairly across the team with capacity, territory and availability rules.
3 hrs/week
Lead Scoring Automation
Score leads on fit and behaviour so reps work the best opportunities first.
4 hrs/week
Proposal Generation Automation
Build branded proposals from CRM data in seconds, with approval routing on discounts.
5 hrs/week
Quote to E-Signature Automation
Take an approved quote through signature and into delivery without manual handoffs.
4 hrs/week
Contract Renewal Reminder Automation
Never miss a renewal date — reminders escalate to owners well before expiry.
Protects renewal revenue
Outlook to CRM Integration
Log Outlook email and calendar activity against CRM contacts automatically.
4 hrs/week
Slack Alerts from CRM
Push meaningful CRM events into Slack — big deals, stalled pipelines, at-risk accounts.
2 hrs/week
Google Calendar to CRM Sync
Keep meetings, attendees and outcomes reflected in the CRM automatically.
3 hrs/week
Find out what you can automate in 30 minutes
Book a free audit. We map your current process, identify the highest-ROI automations, and send you a costed roadmap — whether or not you hire us.
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