Build It Once.
Slingshot Runs It Every Time.
Workflows that handle the repetitive work — lead assignment, reminders, notifications, and nurture — so your team can focus on selling.
The busy work is eating your team's time.
Manually creating contacts, sending welcome messages, assigning leads, setting reminders, following up on estimates, requesting reviews, and reactivating old leads — this is repetitive work that takes hours every week. It's also the work that gets skipped when your team gets busy, which means leads fall through the cracks.
How Slingshot solves this.
Map the workflow
Identify the repetitive process you want to automate — new lead follow-up, estimate nurture, review requests, reactivation, or anything else.
Build it in Slingshot
Create the automation with a visual workflow builder: triggers, actions, delays, and conditional branches.
Slingshot runs it
Every time the trigger fires, Slingshot executes the workflow automatically — SMS, email, tasks, assignments, and notifications.
Monitor and optimize
See which automations are running, how many leads they've touched, and what outcomes they've produced.
What happens after the lead comes in.
What this means for your business.
Reclaim hours every week
Automate the repetitive work so your team can focus on selling, not data entry.
Consistent every time
The workflow runs the same way every time — no missed steps, no forgotten follow-up.
Scalable without hiring
Handle 10 leads or 1,000 leads with the same workflow. No additional headcount needed.
Conditional logic
Branch workflows based on lead behavior — if they respond, do X; if they don't, do Y.
Full visibility
See every automation, every step, and every outcome in one dashboard.
Connect everything
Automations connect CRM, pipelines, calendars, SMS, email, and reviews — one system, one workflow.
The features that power this solution.
Automations
Visual workflow builder with triggers, actions, delays, and branching.
CRM
Automatically create and update contacts and opportunities.
Two-Way Texting
Send automated SMS as part of any workflow.
Email Marketing
Trigger automated email sequences.
Calendars
Automatically book or suggest appointments.
Tasks
Create and assign tasks to the right team member automatically.
Frequently Asked Questions
Common automations include: new lead follow-up, missed call response, appointment reminders, no-show follow-up, estimate nurture, review requests, customer reactivation, lead assignment, and internal notifications.
No. Slingshot's workflow builder is visual and no-code. You define triggers, actions, and delays in a drag-and-drop interface. Most automations can be built in minutes.
Yes. You can add conditional logic — for example, if a lead responds to a follow-up SMS, notify the rep and pause the sequence. If they don't respond, continue the nurture.
Yes. Slingshot tracks every automation execution — how many times it's run, how many leads it's touched, and what outcomes it's produced.
See Slingshot in action.
Book a personalized demo and we'll show you how Slingshot connects your leads, follow-up, pipeline and attribution.
Book a Demo →