Strike while the lead is hot: B2B call-back widget with instant agent routing
Capture high-intent B2B leads and instantly route them to the right sales agent for fast follow-up.
In B2B sales, speed of response is often the difference between winning and losing a deal. When a high-intent visitor fills in a call-back form on your website, every minute of delay costs you. This use case captures that inbound interest through a discreet call-back widget and immediately activates your sales team: the lead is assigned to an agent, a deal is created, and a high-priority call task is triggered automatically. Consent handling is built in, and business-hours logic can be added to ensure a professional, timely experience. The result is faster response times, fewer missed opportunities, and higher lead-to-opportunity conversion.
A prospect visits your website and notices a discreet call-back teaser in the corner of the page. Curious, they click it. A small form appears asking for their name, email, and phone number. They fill it in and submit. In the background, the system springs into action: if the contact has no assigned owner, a sales agent is assigned immediately. A deal is created and a high-priority phone call task lands in the agent's queue within minutes. The prospect sees a confirmation message that someone will call them shortly. No waiting in silence, no forgotten lead, no missed window. Just a fast, professional handoff from website to sales team.
Call-back teaser display: a minimized, non-intrusive call-back widget appears on the website with a short value-driven headline encouraging the visitor to request contact.
Widget expansion and form submission: after clicking the teaser, the widget expands into a form collecting first name, email, phone number, and SMS consent, which is automatically saved as TRUE upon submission.
Contact ownership and deal creation: on form submission, the system checks whether the contact already has an assigned owner. If not, the contact is automatically assigned to a sales agent and a new deal is created for that agent.
Immediate phone call task assignment: a Phone Call task is created for the assigned sales agent with High priority and a deadline set to Now or within 15 minutes, ensuring rapid follow-up. If configured, requests made outside business hours can be deferred to the next working day.
Contact confirmation and optional SMS follow-up: after submission, a thank-you message is displayed confirming that an agent will call shortly. Optionally, a confirmation SMS is sent to reassure the contact and reinforce a professional brand image.
This workflow uses three modules working together: Automations, Pop-Ups, and Deals. Here's everything you need to get started.
Collect information from your visitors and navigate them on the website.
Track sales opportunities and manage your pipeline efficiently.
A contact attribute is a data field stored on the contact's profile, used for segmentation, personalization, reporting, and automation.
Segments are dynamic groups that update in real time based on contact behavior and attributes.
An event is a custom piece of information about something your contact does.
Adjust the pop-up form fields to match your business needs.
Send a confirmation SMS to the contact to let them know an agent will call them shortly.
Add a condition to check if the request is made outside of business hours. If so, schedule the call task for the next business day morning instead.
Trusted by fast-growing teamsStart from a proven use case designed to help you engage faster, with relevance and impact.
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