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Sales & CRM · included in every plan

Route, score, and act — automatically.

Take the manual work out of lead management. Automatically assign leads, enforce SLAs, score by behaviour, and build smart lists that update in real time.

Updated September 2026 · From $10/user/month

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Lead Automation in Vedain CRM
IncludedIn every plan — no add-on pricing, no feature gates
01Connect your channels — Link the chat widget, Facebook, LinkedIn, Google Ads and email inb
02Leads flow in automatically — Every submission is captured, deduplicated by email and tagg
03Route and respond instantly — Assignment rules give each lead an owner and workflows fire
Every channel, one pipeline

Route, score, and act — automatically.

Connect your website chat widget, Facebook Lead Ads, LinkedIn Lead Gen forms, Google Ads and a catch-all email inbox — every lead is captured, deduplicated by email, source-tagged and routed to your team in seconds. No CSV exports, no Zapier chains, no leads rotting in ad-platform dashboards.

01Connect your channelsLink the chat widget, Facebook, LinkedIn, Google Ads and email inbox in Settings — each takes minutes.
02Leads flow in automaticallyEvery submission is captured, deduplicated by email and tagged with its source.
03Route and respond instantlyAssignment rules give each lead an owner and workflows fire the first touch within seconds.
What you get

From captured to qualified automatically

Auto-assignment rules, instant notifications, welcome sequences via workflows, and AI chat qualification mean a lead captured at midnight is scored, owned and warmed before your team opens their laptop.

Auto-assignment rules by source, region, or value
Lead scoring based on actions and attributes
SLA rules with escalation alerts
Smart lists with live filters
Capture from chat widget, Facebook, LinkedIn, Google Ads & email inbox

Part of Vedain, not bolted on

Lead Automation works on the same records, permissions and reports your team already uses — one platform, one price.

Leads ManagementNever lose a prospect again.Contacts & AccountsBuild lasting relationships.Deals & PipelineVisualize and close your pipeline.Tasks & ActivitiesStay on top of every follow-up.All 29 features

Questions

Which lead sources are supported?Website chat widget, embeddable forms, Facebook Lead Ads, LinkedIn Lead Gen Forms, Google Ads lead forms, inbound email parsing, a public API and the Chrome extension for LinkedIn profiles.
How are duplicates handled?Leads are matched by email (case-insensitive) within your company — a returning lead updates the existing record and timeline instead of creating a copy.
Can leads be routed to specific reps?Yes — round-robin or rule-based assignment by source, with instant notifications so the first touch happens while the lead is still on your site.
Guides & resources

Go deeper on automation

How to Automate Lead Follow-Up Without Losing the Personal Touch6 min readLead Nurturing vs Lead Generation: Key Differences Explained11 min readHow to Automate Direct Sales: A Complete Guide for SMBs in India and UAE7 min readHow to Build a Lead Nurturing Workflow in Your CRM That Runs on Autopilot7 min read7 Sales Lead Follow-Up Best Practices That Close Deals12 min read12 Best AI CRM For Small Business to Automate Sales (2026)24 min read
Knowledge Base

Learn more about Lead Automation

Guides and best practices from our knowledge base.

How-To Guides

Stop Bounces with the Campaign Verification Guard

Every email campaign in Vedain has a Deliverability guard. It checks recipients when the campaign starts and skips addresses that would bounce, before they can hurt your sender reputation. Here’s how to set it, where skipped people appear, and how to prepare a big send.

4 min read
How-To Guides

AI Enrichment and Inbox Intelligence: What They Do and What They Cost

Data Health’s AI tools fill in details the free rules can’t: company facts from websites, seniority from job titles, and updates hidden in email replies. Company profile and Job-title intelligence share a one-time free allowance and then a simple flat price per run; Inbox intelligence is charged only for records it updates. You always see the price before anything runs.

6 min read
How-To Guides

AI Enrichment Pricing: The One-Time Free Allowance and Flat Pack Fees

AI enrichment has deliberately simple pricing: a one-time free allowance to try it, then one flat price per run based on how many records that run fills — never per field, and never a surprise. This guide explains the allowance, the pack tiers, how records are counted, how it is billed, and the questions people ask most.

5 min read
Browse all guides

Turn it on this afternoon.

Lead Automation is ready in every Vedain workspace. New here? Start with automation and grow into the rest of the platform.

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