Lead routing automation for Northgate Accountants
Inbound leads enriched, scored and assigned to the right salesperson in under a minute. A case study by Omar Farouk, Automation Specialist (Make, Zapier, n8n).
Challenge
Leads at Northgate Accountants, an accounting practice, sat in a shared inbox for hours before anyone picked them up. Some were contacted twice, others never.
Solution
I built a Make scenario that enriches every form submission, scores it, assigns it by territory and round-robin in HubSpot, notifies the owner in Slack and escalates if nobody responds within 30 minutes.