1. Connect every place leads come from
The system needs access to each channel: your WhatsApp Business number, Facebook page and Instagram account, ad lead forms, website forms and inbox. Once connected, new messages and submissions flow in automatically instead of being checked by hand.
2. Create the lead automatically
When a new person gets in touch, the software creates a lead record with their name, number or email, the first message and the source (for example, a specific ad). If the person already exists, the message is added to their existing record instead of creating a duplicate.
3. Assign it by rules
Assignment rules decide who owns the lead. Common options are round-robin (take turns between agents), a fixed owner per channel or team, or a shared queue that anyone can pick from.
4. Make sure someone responds
Automation keeps the first response fast: an automatic welcome reply, a notification to the assigned agent, and later a follow-up date so the next step is not forgotten.
In Lead10
Lead10 connects WhatsApp, Instagram, Messenger and Lead Ads with a Meta login, plus email and Lead10 website forms. New conversations create leads automatically, returning contacts are matched by phone or email, each channel assigns round-robin, to one person or to a shared queue, and agents are notified in the app, by email or by push notification. Welcome messages and ad reply sequences answer instantly.
More: Lead automation in Lead10 · How to assign leads to agents automatically.