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Niche Lead Routing

Automatically classify inbound leads into the right workflow, calendar, tag, and welcome message.

Test Routing

Routing Rules by Niche

HVAC

hvac_new_lead

Workflow

HVAC Inbound Workflow

Calendar

HVAC Service Bookings

Welcome template

Thanks for reaching out to our HVAC team — we’re here to help with repairs, maintenance, or a fast quote. We’ll route yo…

DENTAL

dental_new_patient

Workflow

Dental New Patient Workflow

Calendar

Dental Consult Calendar

Welcome template

Thanks for contacting our dental office. We’ll review your message, connect you with the right care coordinator, and hel…

RESTAURANT

restaurant_catering_lead

Workflow

Restaurant Catering Inquiry Workflow

Calendar

Restaurant Event Bookings

Welcome template

Thanks for your inquiry — our restaurant team loves helping with catering, private dining, and special events. We’ll rou…

MEDSPA

medspa_consult_lead

Workflow

Medspa Consultation Workflow

Calendar

Medspa Consultation Calendar

Welcome template

Thanks for reaching out to our medspa. We’ll send your request to the right aesthetic specialist, match it with the best…

LAWFIRM

lawfirm_intake_lead

Workflow

Law Firm Intake Workflow

Calendar

Attorney Intake Calendar

Welcome template

Thank you for contacting our law firm. We’ll route your inquiry to the appropriate intake team, review the details caref…

Incoming Leads Queue

Olivia Carter

HVACweb_form

(828) 555-0104 · olivia.carter@example.com

Received Apr 18, 8:20 PM

Our AC is blowing warm air again and we need service this week if possible.

Route: Pending

Marcus Lee

DENTALmissed_call

(602) 555-0171 · marcus.lee@example.com

Received Apr 19, 2:10 PM

Looking to schedule a cleaning and ask about whitening options for my wife too.

Route: dental_new_patient

Sofia Ramirez

RESTAURANTfacebook

(415) 555-0133 · sofia.ramirez@example.com

Received Apr 19, 1:45 AM

We need catering for 40 people next Friday and would love a menu recommendation.

Route: Pending

Jordan Brooks

MEDSPAgoogle_lsa

(305) 555-0188 · jordan.brooks@example.com

Received Apr 19, 6:05 PM

Interested in a lip filler consult and wondering what appointments you have open.

Route: medspa_consult_lead

Priya Shah

LAWFIRMsms

(214) 555-0194 · priya.shah@example.com

Received Apr 20, 1:30 PM

Need help with an estate planning question and want to know the intake process.

Route: Pending