From 70% unanswered calls to 80% qualified leads: how a quiz and CRM automation reduced CPL and saved 10+ hours per week

Stages of implementing lead generation and sales automation in a dispatch company

• Stage 1. Implementing a smart quiz for lead pre-qualification

  We replaced the standard lead form with an interactive Typeform quiz that adapts based on user responses. Instead of just collecting contact details, we began identifying customer status, business type, pain points, and goals. This allowed us to instantly separate truck owners, drivers, and dispatchers and build personalized communication even before the first call.

• Stage 2. Automated lead segmentation and routing in CRM

  We integrated Typeform with Kommo CRM via Zapier/Albato and distributed all incoming leads into four separate funnels: Owner Operators, Drivers, Dispatchers, and Small Trucks. Each lead type was automatically routed to its own processing pipeline, while part of the data was sent directly to Telegram or partner channels. The sales manager no longer spent time sorting or structuring leads.

• Stage 3. Full automation of sales, contracts, and communication

  We implemented automatic contract generation based on quiz data and trigger-based CRM workflows. Bots handled follow-ups, reactivation, and deal cleanup, while UTM tags were captured and passed into deals for end-to-end analytics. As a result, the sales manager focused only on warm and qualified leads.