Every lead sorted before you read it

Inbound enquiries arrive from your website form, missed calls and marketplaces all day while you're on the tools. This automation reads each one as it lands and applies three tags: what kind of job it is, how urgent it is, and how big it's likely to be. A "burst pipe under the sink, water everywhere" gets flagged Emergency and pushed straight to dispatch. A "price on a full kitchen reno, no rush" drops into the low-priority quote queue. A dripping laundry tap goes to the standard booking queue. You open your inbox to a list that's already organised, instead of spending the first half hour of your day reading and triaging by hand. The rules are yours to set, so the routing always matches how your business actually runs.

1. 1

   Trigger

   A new enquiry lands from any source — website quote form, missed call, or a marketplace lead forwarded into your pipeline.

2. 2

   Action 1

   The automation reads the message and tags the job type, classifying it as plumbing, renovation, electrical or whichever trades you work.

3. 3

   Action 2

   It scores urgency and likely value — an emergency burst pipe is flagged high-urgency, a no-rush reno quote is marked low-priority.

4. 4

   Action 3

   Each tagged lead is routed to the matching queue: emergencies to dispatch now, quotes to the quote queue, routine jobs to bookings.

5. 5

   Outcome

   You open an inbox that's already sorted, so the big and urgent jobs surface first instead of getting buried under quote requests.

• r/CRM

  'At first we kept all lead routing logic inside the CRM, but once more teams and special rules appeared, it became hard to track.'

• r/automation

  'Our marketing team is driving plenty of traffic, but our inbound lead qualification process is still manual.'