Lead Response & Router Agent

Answer every new lead in your voice within minutes, qualify it, and route it to the right rep before it goes cold.

Updated

Connects with

HubSpotHubSpotSalesforceSalesforcePipedrivePipedriveJobberJobberHousecall ProHousecall ProServiceTitanServiceTitanGmailGmail

The problem it solves

Leads that wait an hour for a reply convert at a fraction of leads answered in the first few minutes, yet most teams can't watch every channel around the clock. This agent reacts the instant a lead lands, sends a personalized first-touch in your voice within your speed-to-lead target, qualifies it, and routes it to the right rep so no inbound slips through.

Who it's for

  • Home and field service businesses (HVAC, pest control, landscaping, painting, alarm, restoration)
  • Real estate teams and brokerages
  • Fitness studios, salons, and auto service shops
  • Recruiting and staffing firms
  • Marketing agencies handling inbound for clients

What it does

  1. 1

    Capture every new lead

    Watch web forms, email, Google Local Services, Facebook lead ads, and phone/SMS, then normalize each inbound into a single lead record.

  2. 2

    De-duplicate against your CRM

    Check whether the contact already exists so returning customers are appended to their record instead of getting a cold first-touch.

  3. 3

    Send an instant first-touch reply

    Fire a personalized acknowledgement in your voice within your SLA target, bounded to your approved template so it never quotes prices or makes commitments.

  4. 4

    Qualify against your criteria

    Score each lead as Hot, Qualified, Needs review, or Out of scope based on service type, location, job size, urgency, and whether the contact looks real.

  5. 5

    Route to the right owner

    Assign the lead by service type, territory, source, value, or round-robin, set the owner in the CRM, and post a routing alert to Slack.

  6. 6

    Log everything in the CRM

    Record source, first-touch status, qualification, owner, and last-worked timestamp for full SLA reporting and audit.

  7. 7

    Draft anything beyond first-touch

    When a lead asks for a quote, appointment, or technical answer, draft a reply in your voice for a human to approve rather than sending it.

  8. 8

    Nudge unworked leads

    Re-tag the assigned owner when a routed lead sits untouched past your threshold and escalate to a manager if it stays cold.

Key benefits

  • Hit your speed-to-lead SLA on every channel without anyone watching the inbox 24/7
  • Turn the first reply into a competitive edge, the lever the Harvard Business Review lead response time study found matters most
  • Send replies that sound like you, trained on your real first-touch wording and sample messages
  • Stop leads from leaking by routing each one to the right rep and nudging anything left unworked
  • Keep your CRM clean with de-duplication, logged qualifications, and an audit trail for every touch
  • Stay in control: only the bounded first-touch auto-sends, and draft-only mode holds everything for approval

Sample use cases

An HVAC company gets a web form at 9pm asking about a no-heat emergency.

The agent sends an instant first-touch acknowledging the request, marks it Hot, routes it to the on-call tech as urgent in Slack, and logs it in ServiceTitan.

A real estate team receives a Facebook lead ad from someone outside their service area.

The agent qualifies it as out of scope, logs it with a reason, and never routes it to an agent, saving the team from chasing a dead lead.

A recruiting firm's inbound asks for specific salary details in the first message.

The agent sends the bounded first-touch, then drafts a follow-up answer in the recruiter's voice and posts it to Slack for approval rather than committing to numbers.

A landscaping lead routed yesterday still has no rep activity.

The agent posts an unworked-lead nudge re-tagging the owner, and escalates to the manager if it stays untouched past double the threshold.

Key integrations

  • HubSpot, Salesforce, Pipedrive

    CRM systems where leads are de-duplicated, logged, qualified, and assigned.

  • Jobber, Housecall Pro, ServiceTitan

    Field-service CRMs and lead trackers for home and field service businesses.

  • Gmail, Outlook

    Email accounts used to send first-touch replies from your own address.

  • Twilio

    SMS delivery for first-touch replies to leads that arrive by phone or text.

  • Google Local Services

    Lead source for local service ads that the agent monitors for new inbounds.

  • Facebook Lead Ads

    Lead source for ad form submissions captured the moment they arrive.

  • Slack

    Channel for routing alerts, approval requests, and unworked-lead nudges.

  • Airtable, Google Sheets

    Lightweight lead trackers for teams without a full CRM.

Speed-to-lead is the single biggest revenue lever for local services and any business where the first reply wins the deal. The agent treats the first-touch as the one action worth automating, because a lead answered in minutes is worth far more than one answered an hour later, while leaving quotes, scheduling, and technical answers to a human.

Every inbound, send, qualification, route, and nudge is logged in your CRM, giving you an SLA report and audit trail across all your lead sources. Replies are sent from your own connected email or SMS account, never a shared or Gamut-owned address, so the conversation stays yours.

Getting started

  1. Import the template into GamutAdd the Lead Response & Router workspace to Gamut to get the agent and its onboarding setup.
  2. Run the onboarding interviewThe agent-onboarding skill launches automatically and asks for your channels, CRM, first-touch wording, voice samples, qualification criteria, routing rules, and SLA targets.
  3. Give it a first taskHand it a sample lead in dry-run mode so it shows the first-touch it would send, how it would qualify and route the lead, and what it would log, before anything goes live.

Frequently asked questions

Does the lead response agent send messages without my approval?

Only the first-touch reply auto-sends, and it's strictly bounded to your approved template and voice, so it never quotes prices or makes commitments. Anything beyond first-touch is drafted for a human to approve, and draft-only mode holds even the first-touch for your sign-off.

Which lead sources and CRMs does it work with?

It watches web forms, email, Google Local Services, Facebook lead ads, and phone/SMS, and logs to CRMs like HubSpot, Salesforce, Pipedrive, Jobber, Housecall Pro, ServiceTitan, Airtable, or Google Sheets. Replies go out through Gmail, Outlook, Twilio, or your existing texting tool.

How is this different from replying to leads manually or with a generic autoresponder?

A generic autoresponder sends the same blast to everyone and a manual process can't cover every channel within minutes. This agent personalizes each first-touch in your voice, qualifies and routes the lead, and nudges anything left unworked, which is the part of lead response management that actually protects revenue.

How fast does it respond to a new lead?

It reacts the instant a lead lands and sends the first-touch within the speed-to-lead SLA you set, for example five minutes. The Harvard Business Review lead response time study found that inbound lead response time in the first few minutes dramatically improves the odds of qualifying a deal.

Will it send a cold reply to existing customers or spam?

No. It de-duplicates against your CRM so returning contacts are flagged as repeat leads instead of getting a fresh first-touch, and it logs out-of-scope or spam leads with a reason without ever routing them to a rep. It also respects STOP and do-not-contact opt-outs.

How much does the lead response router cost?

The template is free to import into Gamut and requires no separate API keys, since your accounts connect during onboarding. You run it on your own Gamut workspace and connected tools.