Lead generation
Lead management
Sales
Engagement
Customer Support
B2B / Business Services
SaaS Software & Cloud Services
Use-CasesB2B Call-Back Widget with Agent Assignment
Internal
Internal
On site
On site
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

B2B Call-Back Widget with Agent Assignment

Capture high-intent B2B leads and instantly route them to the right sales agent for fast follow-up
Goals
Manage leads and accelerate the sales funnel
Improve customer service
Acquire more customers more efficiently
Industries
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Tags
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Description

This use case enables B2B companies to capture inbound demand through a non-intrusive call-back widget and instantly activate the sales team. By automatically assigning leads, creating deals, and triggering high-priority call tasks, sales agents can respond while interest is at its peak. Built-in consent handling and optional business-hours logic ensure a compliant and professional experience. The result is faster response times and higher lead-to-opportunity conversion.

Implementation Effort

Impact on a goal

Assets

No items found.
Outcome
Faster response times to inbound leads
Higher lead-to-opportunity conversion rates
Improved sales team efficiency

Detail user scenario

When a contact visits the website, a minimized call-back teaser appears, inviting them to request contact without interrupting browsing. After expanding the widget and submitting their details, the system immediately assigns the contact to a sales agent if needed. A deal and a high-priority phone call task are created automatically, ensuring rapid follow-up. The contact receives visual confirmation that an agent will reach out shortly.

Step-by-step

  • 1
    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
  • 2
    Widget expansion and form submission: After clicking the teaser, the widget expands into a pop-up form collecting first name, email, phone number, and required Consent SMS, which is automatically saved as TRUE upon submission
  • 3
    Contact ownership and deal creation: On pop-up submit, 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
  • 4
    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 +15 minutes, ensuring rapid follow-up. If configured, requests outside business hours can be deferred to the next working day
  • 5
    User confirmation and optional SMS follow-up: After submission, a thank-you state or pop-up is displayed confirming that an agent will call shortly. Optionally, a confirmation SMS is sent to reassure the contact and reinforce professionalism

Detail user scenario

Step-by-step

  • 1
    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
  • 2
    Widget expansion and form submission: After clicking the teaser, the widget expands into a pop-up form collecting first name, email, phone number, and required Consent SMS, which is automatically saved as TRUE upon submission
  • 3
    Contact ownership and deal creation: On pop-up submit, 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
  • 4
    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 +15 minutes, ensuring rapid follow-up. If configured, requests outside business hours can be deferred to the next working day
  • 5
    User confirmation and optional SMS follow-up: After submission, a thank-you state or pop-up is displayed confirming that an agent will call shortly. Optionally, a confirmation SMS is sent to reassure the contact and reinforce professionalism

How to implement it?

Implementing use case automation involves several key steps and tools. Here's a comprehensive ressources to get you started:

Used Modules

Pop-Ups

Collect information from your visitors and navigate them on the website.

SMS Messages

Automate SMS delivery based on user actions or specific conditions.

Push Notifications

Delivers personalized notifications to users of your website (webpush) or app (mobile push).

Email Marketing

Send personalized emails that resonate with your users at the perfect moment.

Landing Pages

Easily design and customize landing pages that convert visitors into leads, optimizing the journey from click to action.

Embedded Forms

Get more data from users easily with embedded forms.

In-app Messages

Show pop-ups inside your mobile app to guide or inform your users.

Deals

Deals help you track sales opportunities and manage your pipeline efficiently.

Prerequisities
Step by Step Guide
Written by

Read the guide
Recommended data structure
Contact Attributes
Contact attribute is a named data field that describes a specific property of a contact stored on its profile and used for segmentation, personalization, reporting, and automation.
Attribute name Attribute type
fist_name (standard) string
email (standard) string
phone_number (standard) phone number
Consent SMS (custom) boolean
Segments
Segments are dynamic groups generated based on predefined criteria, which update in real-time as contacts behaviors and attributes change.
Segment name Segment definition
B2B Pop-up Ignored Event triggered: Pop-up closed
Events
An event is a custom piece of information about something your contact does.
Event name Event attributes
Pop-up submit (string) name; (string) email; (string) phone nubmber; (boolean) consent SMS
Pop-up close (string) scenario
No items found.
Join others who leveraged this use-Case
No items found.
Cheat Sheet
To bring your use-case to the next level check how you can use the following methods:
Adjust the pop-up info gathering to your business needs
Send a "Thank you" SMS to the contact confirming that an agent will call them shortly
Warning
Things to take into consideration when leveraging this use-case
Add a condition to check if the request is made outside of business hours. If so, create the Activity for the next business day morning instead of "Now"

Discover the Perfect Use-Case for Your Company

Don't waste time on repetitive tasks. Let automations handle it.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
You may also be interested in
Automate Sales Task Creation Based on Lead Pipeline Progression
Read
WhatsApp Subscription Management
Read
Mobile Wallet Loyalty Pass - assign and update
Read

Take it on the next level...

Creative Assets like (ready HTML)
Code Snippets
Automation templates
Recommended Data Structure
Code Snippets
Cheat Sheet
Unlock the full Use-Case

Discover the Perfect Use-Case for Your Company

Don't waste time on repetitive tasks. Let automations handle it.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.