FLOWAGENT · BUSINESS AUTOMATION

Lead Capture & Follow-up

Capture incoming enquiries, record them in your CRM, send an acknowledgement, and trigger follow-ups so your team can keep track of each opportunity.

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Who this is for

Agencies, consultants, B2B service providers, and any business that relies on lead flow for revenue growth.

What is included

  • One agreed enquiry intake workflow
  • CRM field mapping
  • Follow-up rules and stop conditions
  • Testing and handover notes

How the workflow works

  1. Receive a form or chat enquiry
  2. Validate details and find an existing contact
  3. Create or update the CRM record
  4. Send the agreed follow-up and notify the owner

Scope and next steps

$59/month · We confirm integrations, monthly volume, approval steps and support before work begins.

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Frequently asked questions

What CRMs do you integrate with?

We work with HubSpot, Pipedrive, Salesforce, Airtable, Google Sheets, and custom CRM solutions. We'll match the integration to your setup.

Can you set up follow-up sequences?

Yes. We build automated email and WhatsApp follow-up sequences that trigger based on lead actions and timing.

How quickly can this be set up?

Most lead generation systems are live within 3-5 days, including testing and integration with your existing tools.

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