Lead Intake Library
Lead intake orchestration guides for forms, calls, marketplace leads, referrals, campaigns, source labeling, consent, routing, and duplicate checks.
Open libraryAutomation orchestration
Lead intake, missed calls, quote flows, AI summaries, follow-up, reviews, and CRM handoff.
This hub organizes the automation layer behind ZartsAlgo websites, admin records, client portal proof, provider enrichment, and high-volume lead lifecycle operations.
Libraries
Seven workflow libraries for the full lead lifecycle.
These guides turn disconnected forms, calls, provider data, tasks, messages, and CRM updates into repeatable automation operations.
Missed Call Automation Library
Missed-call automation guides for text-back, owner alerts, call tracking, SMS compliance, reply windows, booked-job tracking, and recovery sequences.
Open libraryQuote Flow Library
Quote flow guides for routing, owner assignment, scope collection, estimate status, confirmation messages, proposal stages, and CRM handoff.
Open libraryAI Summary Library
AI summary guides for calls, forms, CRM notes, provider data, report notes, privacy review, client-safe drafts, and approval workflows.
Open libraryFollow Up Sequence Library
Follow-up sequence guides for no-response leads, old lead reactivation, quote reminders, proposal reminders, onboarding, and incident recovery.
Open libraryReview Automation Library
Review automation guides for job-complete triggers, review link delivery, compliance language, bad-experience pauses, reminders, and outcome tracking.
Open libraryCRM Handoff Library
CRM handoff guides for stages, owner assignment, source attribution, provider enrichment, duplicate checks, retry queues, and readonly reports.
Open libraryWorkflows
Internal workflow catalog.
Each workflow has a trigger, owner, portal boundary, output, and table map so it can be connected safely later.
Lead intake
Form, phone, chat, marketplace, referral, or manual entry Output: New lead, source label, priority, next action, owner alert.
Missed-call text-back
Call tracking missed-call event Output: SMS draft, owner alert, lead update, response timer.
Quote request flow
Contact or quote form submission Output: Qualification fields, estimate status, routed task, confirmation message.
AI summary
Call note, form details, transcript, email, or CRM note Output: Internal summary, risk flags, next action, client-safe note candidate.
Old lead follow-up
Lead inactive past cadence window Output: Follow-up sequence, task, status change, opt-out check.
Review request
Job completed or project status marked done Output: Review request draft, timing rule, compliance note, outcome metric.
CRM handoff
Lead qualified, proposal sent, won, lost, or archived Output: CRM sync payload, owner assignment, stage mapping, duplicate check.
Provider enrichment
Search Console, QuickBooks, Thumbtack, Angi, call tracking, or CRM sync Output: Source coverage, attribution, metric proof, stale-data flag.
Client report note
Metric improvement, campaign result, source coverage update, or incident closure Output: Approved proof note, client portal summary, next best action.
Automation pause
Security, provider, delivery, or data quality incident Output: Pause state, internal incident record, rollback action, verification task.
Events
Normalize events before scaling automations.
Events let ZartsAlgo trace what happened, who owns it, and whether it can safely become client-facing proof.
contact form, marketplace, phone, chat, CRM, manual entry
contact, service, source, urgency, attribution, consent Privacy: internal raw, portal summary after approval.
admin stage change or scoring rule
qualification score, owner, next action, CRM target Privacy: internal.
call tracking provider
caller, timestamp, tracking number, source, callback status Privacy: internal.
quote form or owner entry
scope, location, timeline, photos, routing owner Privacy: summary only.
AI or manual summary workflow
summary, risk flags, suggested next action, approval state Privacy: approved summary only.
follow-up, review request, missed-call, quote confirmation
template, channel, recipient, compliance note, send state Privacy: internal.
Search Console, QuickBooks, Thumbtack, Angi, CRM, call tracking
source freshness, metric proof, import run, mapping state Privacy: client-safe proof only.
incident, quality review, credential issue, delivery failure
workflow, reason, owner, rollback, verification status Privacy: internal until reviewed.