sales
Lead Intake & Speed-to-Lead Agent
Catch every inbound lead (forms, email, missed calls), qualify it, log it in the CRM and draft a reply within minutes.
Use this skill when a business loses leads to slow follow-up: forms, inquiries, missed calls.
Prerequisites & connectors
- Lead sources: a form webhook or inbox; call logs from the phone system
- A CRM or a sheet
- Qualification questions and a booking link
🔒 Procedure locked
The setup, step-by-step procedure, templates, "Done when" test and updates come with Pro (early pricing).