01
Capture
Bring one lead source into a consistent record.
<- Automation catalog
Real estate / Lead response
Lead Response & Routing Starter
New enquiries become one owned record with a clear response path and follow-up signal.
Setup
$200
Complexity
Medium
Format
Scoped
Workflow demonstration · Sample data
Read the video transcript
A new property enquiry needs a clear next step. This starter captures one agreed source and checks for an existing contact before updating your CRM or sheet. Your routing rules assign an owner, and an approved acknowledgement lets the lead know their enquiry was received. The responsible person gets the context they need. Extra sources and escalation sequences are scoped separately. Start with one connected handoff your team can follow.
02
Check
Match the contact before creating or updating.
03
Route
Assign ownership using up to three outcomes.
04
Alert
Notify the right person with useful context.
Included in this setup
- One enquiry source
- One CRM or spreadsheet destination
- Basic duplicate check
- Up to three routing outcomes
- One approved acknowledgement
- One owner notification
What we need from you
- Access to the source and destination tools
- A named owner for each routing outcome
- Approved initial-response wording
Scoped separately
- Additional lead sources
- Complex territory or commission rules
- Paid app subscriptions and data cleanup
Practical boundary
The published price covers the scope shown here. Additional systems, branches, paid tools, or data cleanup are confirmed before work begins. Tool subscriptions and usage fees are separate. Ongoing support is agreed explicitly.
Read the related workflow scenario