Lead scoring and routing: hot leads straight to sales
The scenario picks up a lead from JotForm, scores it, creates records in Agile CRM and Google Sheets, alerts sales or marketing in WhatsApp Business Cloud and emails the customer from Gmail.
- Scored on email domain, company size, budget and timeline
- Hot leads reach sales immediately
- Warm and cold leads get a nurture email
- Every lead lands in Agile CRM and Google Sheets
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