Automated Loan Lead Management with Twilio, Google Sheets & Drive

Overview

This workflow automates the end-to-end management of loan agency leads by integrating Twilio, Google Sheets, and Google Drive. It ensures efficient lead intake, cleansing, assignment, and communication, reducing manual effort and errors.

Key Features

• Lead Intake via Webhook: Captures new lead data from external sources.
• Data Cleansing & Deduplication: Processes and cleanses incoming data to avoid duplicates.
• Auto-Assign Agent: Automatically assigns leads to available agents based on predefined logic.
• Data Storage: Stores lead information securely in Google Sheets for tracking and reporting.
• Notifications: Sends real-time notifications to agents via Twilio SMS.
• Status Updates & Document Management: Updates lead status and manages related documents in Google Drive.

Benefits

• Efficiency: Automates repetitive tasks, saving time and reducing human error.
• Real-Time Communication: Ensures agents are promptly notified of new leads.
• Centralized Data: Maintains organized records for easy access and reporting.
• Scalability: Supports growing lead volumes without additional manual workload.

Use Cases

• Loan agencies seeking to automate lead intake and assignment.
• Teams needing real-time notifications and centralized document management.
• Businesses aiming to improve lead response times and data accuracy.