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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
Objectifs
Manage leads and accelerate the sales funnel
Improve customer service
Acquire more customers more efficiently
Secteurs
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Balises
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Descriptif
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.
Effort d'implémentation
Impact sur un objectif
Assets
No items found.
Outcome
Faster response times to inbound leads
Higher lead-to-opportunity conversion rates
Improved sales team efficiency
Scénario utilisateur détaillé
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.
Étape par étape
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
Comment le mettre en œuvre ?
La mise en œuvre de l'automatisation des cas d'utilisation implique plusieurs étapes et outils clés. Voici des ressources complètes pour vous aider à démarrer :
Modules d'occasion
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).
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.
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.
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