LeadSquared Automation unifies capture, nurture, and handoff so sales never misses a qualified lead. Build visual journeys from forms, ads, and webinars; trigger email, WhatsApp, and tasks; and route by territory or product. Lead scoring, dedupe, and consent tracking keep data healthy. Attribution and dashboards show what converts so marketing tunes spend and sales focuses on deals with real intent across every channel. Compliance helpers respect quiet hours and local rules.
Design multi-step journeys with entry conditions, waits, branches, and exits tuned to behavior. Start from forms, calls, lists, or web events, and trigger messages or tasks at the right moment. Reusable templates standardize welcome, nurture, and reactivation flows, while calendars avoid weekend or holiday sends that underperform. Frequency caps, quiet hours, and timezone sends protect reputation, and goal tracking highlights drop-off points. A/B tests and UTM helpers keep analytics trustworthy.
Ingest from ads, chat, webinars, and CSV; normalize fields; and enrich with firmographic data so reps see context fast. Dedupe logic and validation rules keep records trustworthy before they reach owners. Consent and source tracking remain attached to each contact, and suppression lists prevent accidental outreach to opted-out audiences. Progressive profiling fills gaps over time, and validation blocks throwaway emails and bots. GDPR and CCPA flags travel with records across tools reliably.
Score by engagement and fit, prioritize hot accounts, and route to owners by region or product using round-robin or load-balanced rules. SLA timers and reminders protect speed-to-lead so first touches happen while interest is highest. Decay rules lower scores when interest cools, and reactivation triggers restart nurture with context instead of repeating the same pitch. Territory calendars respect work hours and holidays, and disqualification reasons feed insights that sharpen targeting each quarter.
Send targeted email or WhatsApp with personalization and rate limits; create calls and follow-ups automatically when signals fire. Throttles maintain domain health and keep reps focused on timely conversations rather than bulk blasts. WhatsApp template approvals, opt-out syncing, and rate controls keep messaging compliant at scale. If a channel fails, fallbacks pick SMS, email, or tasks. Merge previews catch variable errors that undermine trust, and failover steps keep momentum when inboxes are unavailable.
Tie revenue to campaigns with multi-touch models and build dashboards for channels, teams, and products. Sync clean data to CRM, support, and billing so reports align across functions and quarters. Choose first touch, last touch, or W-shaped models to reflect your motion accurately, then slice cohorts by segment, region, or owner. Connectors and warehouse syncs align truth across tools, ending debates created by mismatched definitions of leads, MQLs, or pipeline that skew decisions.
Recommended for admissions, financial services, healthcare, and B2B teams that run high-volume funnels with regional handoffs. LeadSquared Automation standardizes journeys, keeps data clean, and shows which programs drive meetings and revenue. Leaders see cycle time and conversion, while reps get timely tasks and context that make outreach relevant instead of generic. Agencies package repeatable flows for clients, and distributed teams coordinate handoffs cleanly across territories.
Scattered forms, slow follow-up, and messy lists waste budget and patience. LeadSquared Automation centralizes capture, enforces hygiene, and routes leads with SLAs so the right person acts fast. Attribution clarifies where to spend, while multichannel steps keep momentum when email alone stalls—turning campaigns into measurable, repeatable growth. Shared definitions reduce reporting arguments, letting marketing and sales align on reality rather than screenshots from separate tools.
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