Office Address
A102, 1st Floor, ARTIS
RD Circle, Nashik
71-75, Shelton Street,
Covent Garden, London
Phone Number
WhatsApp +91 9096302211
Email Address
team@involvetechnologies.com
A102, 1st Floor, ARTIS
RD Circle, Nashik
71-75, Shelton Street,
Covent Garden, London
WhatsApp +91 9096302211
team@involvetechnologies.com
Every business runs on leads — but the real challenge isn’t just getting them, it’s managing them efficiently.
In many organizations, leads arrive through multiple sources — website forms, social ads, WhatsApp messages, or email inquiries. Manually sorting, qualifying, and assigning these leads often leads to delays, errors, and lost opportunities.
Our Lead Capture & CRM Automation solution replaces all manual handling with a smart, AI-integrated system that automatically collects leads from all channels, qualifies them based on pre-set logic, and delivers them directly into your CRM — ready for your sales team to act on.
Using tools like Make (Integromat), Zapier, n8n, HubSpot API, Salesforce, and OpenAI, we build an automated lead engine that gives your business speed, visibility, and control.
We follow a structured 5-step automation approach designed for scalability, compliance, and real-time accuracy:
We integrate your lead sources — such as website forms, WhatsApp, chatbots, Facebook/Instagram Ads, Google Forms, or email — into a single automation pipeline.
Example: A prospect fills your website form → The data automatically flows into your central automation system.
Using OpenAI & rule-based logic, we assign quality scores to each lead based on parameters like:
This helps your sales team focus on high-quality leads only.
We connect your automation system to your CRM — such as HubSpot, Zoho CRM, Salesforce, or a custom CRM.
Each lead is automatically:
You can view all new leads in real-time with complete traceability.
Example: A new lead is captured → Assigned to “Sales Rep A” → Auto-sends welcome email → Creates calendar reminder for next-day follow-up.
All lead activity is tracked in real time.
You’ll receive insights on:
This gives leadership a 360° view of how marketing and sales perform together.
Capture leads from website, WhatsApp, and email → Auto-qualify with AI → Send to CRM → Assign to sales agent → Schedule follow-up reminder
Within seconds, your leads go from inquiry to sales-ready without human delay.
| Industry | Use Case |
|---|---|
| Real Estate | Capture property inquiries, qualify by budget, assign agents instantly. |
| Education | Manage student leads, auto-send brochures, schedule counselor calls. |
| SaaS & IT | Auto-route demo requests, qualify leads by company type or intent. |
| Finance | Score leads for loan or investment eligibility before agent contact. |
| Healthcare | Manage patient inquiries, route to the right department, and track follow-ups. |
All leads from all platforms flow automatically into one system — no manual data loss or missed inquiries.
Automation connects leads to your team within seconds, ensuring you’re first to engage and increasing conversion rates by up to 30–40%.
AI qualification ensures your team spends time only on genuine prospects — improving productivity and morale.
Automated syncing eliminates data duplication or errors. Every action is logged and traceable.
As your business grows, new lead channels and agents can be added easily without rework.
Analytics show which campaigns or sources bring the best leads, helping refine marketing spend.
From first inquiry to final sale — you can view the complete journey of every lead across departments.
We tailor automation to match your exact sales pipeline, approval logic, and CRM structure.
We don’t just connect systems — we create intelligent sales ecosystems that help businesses close deals faster.
If your business still relies on manual spreadsheets, untracked forms, or delayed follow-ups — it’s time to modernize.
Our team will help you implement a fully automated Lead Capture & CRM System that works 24×7.
Here’s a full FAQ section for all possible doubts you have around the services offered.
Yes. Our automations connect with all major CRMs — including HubSpot, Salesforce, Zoho, Pipedrive, and Odoo — as well as your existing Google Sheets, emails, and chat tools.
Not at all. AI enhances your team’s productivity by handling repetitive tasks and letting humans focus on conversations that close deals.
Absolutely. We use secure APIs, encrypted data flows, and can even host automations on your private cloud using n8n for full control.
You’ll receive access to monitoring dashboards and can opt for monthly maintenance, performance tuning, and periodic optimization.
Typically within 2–4 weeks, depending on integration complexity and the number of lead channels.
