Simple Lead Routing Stack With WhatsApp and Zapier
Build a reliable lead routing workflow in one afternoon: source tagging, owner assignment, and fail-safe alerts.
The minimum stack
You only need three components:
- Lead source (Meta form or landing page)
- Router (Zapier or Make)
- Team destination (WhatsApp, CRM, email backup)
Required fields in payload
- Name
- Phone
- Service requested
- Area/postcode
- Budget band
- Campaign/ad ID
Routing logic
- Validate required fields.
- Assign owner by area or service line.
- Push structured message to owner channel.
- Write to CRM.
- Trigger fallback notification if no owner acknowledgement.
Fail-safe pattern
If no acknowledgement in 10 minutes:
- alert backup owner
- alert team channel
- log missed-SLA event
Message template
New lead: [Service] | [Area] | Budget [Band] | Stage [Timing]
Owner: [Name] Call by: [Time]
Keep alerts operational and short.
Bottom line
Routing quality determines response speed. Response speed determines booked visits.
⚠ Important Disclaimer
This guide is for general informational and educational purposes only. It does not constitute professional advice of any kind.
Before making business decisions: Consult qualified professionals who can assess your specific circumstances.
ServiceLeads and the article authors accept no liability for decisions made based on this guide.
Need this workflow in ServiceLeads?
Spin up the exact checklist, scripts, and automations from this article inside your workspace.
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