Automatic Lead Generation & Conversion

  1. Hosted Robocorp RPA grabs leads from a government website each morning
  2. RPA filters and processes these into lists that would interest various sales individuals.
  3. RPA uploads this list to salesforce as leads and assigns them.
  4. This triggers a Salesforce Flow which auto emails the leads in order to start the process
  5. As part of this email, they have the option to fill out an online form (Form Assembly) for an instant quote.
  6. This form syncs to Salesforce, enriching the lead informatino
  7. This form kicks of a calculation and emails the lead a price from salesforce, while also moving the status of the lead and putting them into a marketing email drip