Lead Qualification

Assign your leads to the appropriate team for the best follow up.

About this template

This operational journey is designed to capture a leads’ details and assign them to the appropriate sales team, or team member. You'll be able to efficiently route leads to the appropriate team, ensuring your business reaches out to your leads with the right message at the right time.
Tags: Success with Autopilot, Software as a Service (SaaS), Lead Generation, and Lead Management
Integrations: Pipedrive, Twilio

About Autopilot

Marketing automation helps you stay closer to your customers and saves you time by removing manual and repetitive tasks. Autopilot’s marketing automation software is the easiest way to automate and personalize your marketing across the entire customer journey. Using Triggers, Actions and Conditions design highly personal and contextual marketing automation journeys. Autopilot’s marketing automation software is free for 30 days and plans start at just $49/month.

Shapes used in this journey

Triggers

Form Submitted
Add a contact to a journey when they submit a form.

Conditions

Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).

Actions

Add to List
Add a contact to a list.
Update Field
Update a field to a specific value.
Send Twilio SMS
Send a contact a personalized SMS. Capture replies and send follow-up messages based on their contents.
Add Pipedrive Deal
Create a contextual Pipedrive deal.
Schedule Pipedrive Activity
Create a contextual Pipedrive activity.

More marketing automation templates

What’s Autopilot? Watch this video to learn more.