Speed to lead automation for Canadian sales teams
Speed to lead automation connects your forms, inbox and CRM so every lead gets an answer in minutes, before they buy from whoever answers first.
Calendly
Gmail
Slack
#ops-requestsRun speed to lead for today and post what changed
- Check for an existing contact
- Read the request
- Route to the region owner
- Hold the first open slot
- Send the reply
- Notify the rep
How speed to lead works, from form fill to booked meeting
- Webflow
Trigger · WebflowWhen this happensQuote request on the website - HubSpot
Step 1 · HubSpotCheck for an existing contactNew contact · Daniel Okafor, Brightwater Renovations - Claude
Step 2 · ClaudeRead the requestBasement finish in Oakville, ON · wants a site visit - HubSpot
Step 3 · HubSpotRoute to the region ownerHalton region → Sarah L. - Calendly
Step 4 · CalendlyHold the first open slotThu 10:30 ET, 30 min - Gmail
Step 5 · GmailSend the replyFrom Sarah, with the booking link · 2 min after the form - Slack
Step 6 · SlackNotify the repDM to Sarah with the lead brief
Reply first, from the right rep
Answer every lead while they're still looking
A quote request from your website lands in HubSpot, gets matched to any existing contact and goes to the rep who owns that region. Claude reads the request, so the reply mentions the lead's project. It runs in your own CRM, like the rest of our sales automation.
Maya ChenVP Operations · Harbourline Logistics86A
142 employees
Vancouver, BC
Series B
Fleet of 60
Routed toPriya S. · West
Keep your team in charge of the wording
The first reply uses wording your team approves once, and anything outside it waits in Slack for a rep. The same goes for missed calls, where an AI receptionist answers when nobody can, follows the script you approved and books the job.
#paid-mediaYour Search campaign for spring roof repair in Calgary is ready. Want me to publish it?
Quote request on the website- Webflow
TriggeredQuote request on the website - HubSpot
Check for an existing contactNew contact · Daniel Okafor, Brightwater Renovations - Claude
Read the requestBasement finish in Oakville, ON · wants a site visit - HubSpot
Route to the region ownerHalton region → Sarah L. - Calendly
Hold the first open slotThu 10:30 ET, 30 min - Gmail
Send the replyFrom Sarah, with the booking link · 2 min after the form - Slack
Notify the repDM to Sarah with the lead brief
Related use cases
Speed to lead questions
Answer your next lead in minutes
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