The reality of lead management today
Speed matters in sales. Studies show that responding within 5 minutes increases conversion by 9x. But most teams are far from that. Here's what typically happens:
Sales reps waste hours researching leads before reaching out
Hot leads sit in the inbox for hours or days before getting a response
Leads are distributed unevenly or get lost in manual routing
Low-quality leads consume the same time as high-quality ones
How this flow looks in Triform
In this setup, your web forms and lead sources stay the front door. When a lead comes in, Triform instantly enriches it with company data, scores against your ICP, syncs to CRM, and notifies the assigned rep — all within seconds.
Start from a single prompt
Describe your full workflow in one go and let Triform design the flow with you.
Example prompt for this automation
Where this automation fits
Roles
Zero-latency lead routing
Lead routing is perfect for pure automation — the rules are clear, the data is structured, and speed is everything. This means:
- Leads are qualified and routed in under 30 seconds
- Fair, consistent distribution based on your rules
- 100% data accuracy in your CRM — no manual entry errors
From manual triage to instant pipeline
Connect your lead sources and CRM
Define your Ideal Customer Profile (ICP) criteria
Set up routing rules and rep assignments
Enable instant notifications