// Lead to sales
Turn every incoming lead into a structured sales process
An example of taking leads from every channel through deduplication, enrichment, qualification and assignment, so that managers start from a prepared record instead of a raw message.
Automation Example. Example workflow, not a customer case study.
The situation
Leads arrive through the website, email, Facebook, Instagram, Telegram, ads and calls. Managers copy each one, search for information about the company, create the CRM record, decide who should take it, reply and try to remember the follow-up.
Before automation
- SystemA lead arrives in one of seven channels
- PersonManager copies it into the CRM
- PersonManager searches for information about the company
- PersonManager decides who should handle it
- PersonManager writes the first reply
- PersonManager remembers to follow up, or does not
Where the work breaks
- Leads from different channels are handled differently.
- The same contact is created twice.
- The first reply depends on who noticed the message.
- Follow-ups live in someone’s memory.
- The CRM shows only the leads somebody found time to enter.
What Agentoriq automates
Illustrative sequenceStatic view
- TriggerA new lead arrives from any channel
- AutomatedDuplicates are checked against existing contacts
- AutomatedCompany and contact details are completed
- AIAI extracts the company, intent, requested service, urgency and language
- AutomatedRules score the fit and set the priority
- SystemThe CRM record is created or updated
- AutomatedAn owner is assigned by agreed rules
- Requires approvalThe owner reviews the prepared first reply before it is sent
- AutomatedA follow-up reminder is scheduled
Systems connected
Each system is connected through its available API, webhooks, database access or a custom connector. The approach is confirmed during the audit.
- Website forms
- Telegram
- Ad platforms
- Telephony
- CRM
Human control
- AutomatedDeduplication, enrichment and CRM updates
- Requires approvalThe first reply to a new lead
- Requires approvalLeads with unclear or conflicting data
- Human decisionDiscovery calls and negotiations
- Human decisionCustom commercial offers
After automation
- TriggerA lead arrives
- AutomatedThe workflow prepares a complete CRM record and a draft reply
- Requires approvalThe owner checks and sends the reply
- ResultEvery lead has an owner and a next step
Expected outcomes
- Shorter time to the first reply.
- Fewer missed follow-ups.
- Less manual data entry.
- A CRM that reflects every incoming lead.
- Salespeople spend their time on qualified conversations.
Show us the workflow your team still handles manually.