{"product_id":"lead-capture-routing-automation","title":"Lead Capture \u0026 Routing Automation","description":"\u003ch3\u003eCapture Leads From One Primary Source\u003c\/h3\u003e\u003cp\u003eWe connect one approved lead source, such as a website form, landing page, advertising form, booking form, or another supported submission channel, to the workflow that manages the next step.\u003c\/p\u003e\u003ch3\u003eDefine the Information You Need\u003c\/h3\u003e\u003cp\u003eWe identify the lead details required for proper handling, including name, email, phone number, company, service interest, location, source, message, or other approved fields.\u003c\/p\u003e\u003ch3\u003eConnect the Applications Involved\u003c\/h3\u003e\u003cp\u003eThe workflow can connect up to three approved applications, such as a form platform, CRM, email system, calendar, project tool, messaging platform, or spreadsheet.\u003c\/p\u003e\u003ch3\u003eCheck Required Information\u003c\/h3\u003e\u003cp\u003eBasic validation rules help identify incomplete submissions and ensure that essential lead information is available before the inquiry is assigned or sent to the next system.\u003c\/p\u003e\u003ch3\u003eReduce Duplicate Lead Records\u003c\/h3\u003e\u003cp\u003eBasic matching rules can compare selected information, such as email address or phone number, to reduce unnecessary duplicate records where supported by the connected applications.\u003c\/p\u003e\u003ch3\u003eRoute Leads Using Business Rules\u003c\/h3\u003e\u003cp\u003eLeads can be routed according to defined criteria such as service interest, location, lead source, company type, urgency, or another clear business condition.\u003c\/p\u003e\u003ch3\u003eAssign the Right Owner or Team\u003c\/h3\u003e\u003cp\u003eUp to three routing destinations, owners, or teams can be configured so each inquiry reaches the person responsible for the appropriate follow-up.\u003c\/p\u003e\u003ch3\u003eSend Immediate Notifications\u003c\/h3\u003e\u003cp\u003eThe workflow can notify the assigned person or team when a new lead arrives, including the relevant lead details and the action expected next.\u003c\/p\u003e\u003ch3\u003eCreate Follow-Up Tasks\u003c\/h3\u003e\u003cp\u003eAutomatic task creation can help sales representatives, account managers, or service teams respond consistently and maintain visibility over every incoming inquiry.\u003c\/p\u003e\u003ch3\u003eTrigger an Acknowledgment\u003c\/h3\u003e\u003cp\u003eWhere supported, the workflow can send an acknowledgment or initial follow-up message confirming that the inquiry was received and explaining what the lead should expect next.\u003c\/p\u003e\u003ch3\u003eTest With Sample Submissions\u003c\/h3\u003e\u003cp\u003eWe test the workflow with approved sample submissions to verify field mapping, required information, routing decisions, notifications, task creation, and resulting records.\u003c\/p\u003e\u003ch3\u003eLaunch With a Clear Handoff\u003c\/h3\u003e\u003cp\u003eAfter testing, the workflow is activated or prepared for activation according to the access and platform requirements. The client receives an explanation of the routing logic and basic operating expectations.\u003c\/p\u003e\u003ch3\u003eExpand Lead Management When Needed\u003c\/h3\u003e\u003cp\u003eThis service covers one primary lead source and one focused routing workflow. Additional sources, advanced scoring, AI qualification, CRM setup, nurturing campaigns, custom integrations, data migration, and ongoing administration can be scoped separately.\u003c\/p\u003e","brand":"KizilCo","offers":[{"title":"Default Title","offer_id":52755284328731,"sku":null,"price":699.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1033\/5436\/8283\/files\/ChatGPTImageAug8_2026_10_51_55PM.png?v=1786243927","url":"https:\/\/www.kizilco.com\/products\/lead-capture-routing-automation","provider":"KizilCo","version":"1.0","type":"link"}