Back to the marketplace

Lead pipeline desk

By Context Template Marketing and content

Scores inbound leads, merges duplicates, assigns an owner and flags what is stuck.

GetTalk to sales
A run tracked on the workspace board
A run tracked on the workspace board
Live workspace demo

What it does

Reads new leads as they arrive, scores them against your fit rules, finds duplicates, proposes an owner and posts the daily digest of what is waiting. Record changes wait for approval.

How to use it

  1. 1Connect the CRM.
  2. 2Write the fit rules in plain language.
  3. 3Approve assignments from the digest.

Built from

Skills

Connectors

Workspace features

  • Scheduled runsRuns on the schedule you set and posts the result.
  • ApprovalsWaits for a person before anything is sent or changed.

More in Marketing and content

Briefs, copy, campaigns and the reporting behind them.

See all

Content brief desk

Turns keywords into content ideas and writer-ready briefs for search and AI answers.

By Context Template

Get

Copy editor

Rewrites drafts so they read plainly, keeps your voice and shows every change.

By Context Template

Get

Paid media report

Turns Google Ads, Meta and LinkedIn exports into one weekly report with commentary.

By Context Template

Get

Site audit

Audits a site for search, speed, accessibility and schema, with evidence for each finding.

By Context Template

Get

Event producer

Turns event details into a run of show, guest list and day-of checklist.

By Context Template

Get

AI search visibility

Checks whether AI assistants and search recommend you, and who they name instead.

By Context Template

Get

Ad spend watch

Watches ad spend and results daily and flags what is breaking before it burns budget.

By Context Template

Get

Runs inside your perimeter, under your permissions.

Get Lead pipeline deskTalk to sales