Representative example · Real estate · Lead response
Lead Response & Routing Starter
Acknowledge new enquiries and assign a clear owner using agreed rules. This is a representative explanation, not a client result. See the catalog for the confirmed setup boundaries.
The manual version
How it usually runs
- Receive an enquiry
- Check for an existing contact
- Copy details into the record
- Choose an owner and reply
Proposed setup scope
The automation
- One enquiry source
- One CRM or spreadsheet destination
- Basic duplicate check
- Up to three routing outcomes
- One approved acknowledgement
- One owner notification
Roles in this example
Agreed sourceConfigured rulesRecord systemHuman owner
The pipeline
See it run, step by step.
Toggle the manual and automated paths, then run a sample through the flow.
- 01CaptureAgreed source
- 02CheckConfigured rules
- 03RouteRecord system
- 04AlertHuman owner
What it changes
What the team notices.
New enquiries become one owned record with a clear response path and follow-up signal.
Confirm tool access and scope before configuration.
Keep exceptions and decisions with named people.
Run this on your agency.
Tell us how your team handles this today and we'll map where the automation fits — without replacing the tools you already rely on.