Lead Management & SchedulingPurpose
1.2. Ensure efficient prioritization and assignment based on lead quality and service urgency.
1.3. Improve conversion by routing the highest-scoring leads to booking or direct contact.
1.4. Consistently capture, enrich, and act on every lead across all entry points (form, phone, email, chat).
1.5. Reduce manual review by applying automated qualification criteria such as appliance type, urgency, location, previous customer status, and estimated job size.
Trigger Conditions
2.2. Inbound email with service inquiry keywords.
2.3. Call log entry from cloud telephony indicating potential customer.
2.4. Direct message or inquiry via Facebook, Instagram, or WhatsApp.
2.5. Trigger from third-party lead providers via API/webhook.
Platform Variants
3.1. Salesforce
• Lead Assignment Rules: Set criteria such as appliance type, city, and urgency code for scoring and further routing.
3.2. HubSpot
• Workflows: Use 'Lead Scoring' tool with properties like “Appliance Type” and “Location” to score and move leads through lifecycle stages.
3.3. Zoho CRM
• Blueprint & Scoring Rules: Set up rules for lead enrichment (appliance, urgency) and auto-reassignment.
3.4. Pipedrive
• Smart Contact Data: Enrich lead profile and automatically assign score through workflow automation.
3.5. Freshsales
• Freddy AI Lead Scoring: Select fields like appliance brand and service window to separate hot/warm/cold leads.
3.6. ActiveCampaign
• Lead Scoring Automation: Assign points based on email actions, service zip code, and urgency noted in message.
3.7. Mailchimp
• Audience Tagging: Auto-tag form respondents as “Qualified Lead” when urgent repair phrase detected.
3.8. Marketo
• Smart Campaigns: Qualify leads based on scores extracted from custom fields (e.g., “Is refrigerator not working?”).
3.9. Intercom
• Custom Bots/Lead Routing: Trigger score/route workflow when “repair” keyword used in chat.
3.10. Google Sheets (via Apps Script/API)
• OnEdit Trigger: Assign score and flag urgent requests based on submission row content.
3.11. Airtable
• Automations: Field-based triggers score leads and move to “Priority” view if criteria met.
3.12. Monday.com
• Automation Recipes: Score and label items when response matches high-value appliance (e.g., fridge, washer).
3.13. Twilio SMS
• Studio Flows: Score new SMS leads by parsing text for urgency/brand terms.
3.14. Zendesk
• Trigger/Automations: Attribute tags and escalate tickets based on lead score.
3.15. Slack
• Workflow Builder: Parse incoming leads, assign score, and alert staff channel for high-scoring entries.
3.16. Typeform
• Hidden Fields/API: Instantly score and route form completions based on conditional logic.
3.17. Facebook Lead Ads
• Lead Ads Webhook: Score and segment new leads by response data directly upon submission.
3.18. Calendly
• Webhook Responses: Capture new bookings; score leads by captured reason and integrate with CRM.
3.19. Outlook 365
• Power Automate Flow: Extract and score service inquiry emails immediately on receipt.
3.20. Google Forms
• Script-based OnSubmit: Automatically assign scores to new form responses and notify staff.
3.21. Gravity Forms (WordPress)
• Conditional Logic: Score based on selected appliance and urgency, then route to appropriate staff.
Benefits
4.2. Improved conversion with faster response to valuable leads.
4.3. Reduced lead leak or loss by automating intake and nurture.
4.4. Consistent, objective lead evaluation regardless of entry channel.
4.5. Insights into lead quality and ROI from various marketing efforts.