No lead ever quietly disappears
Every lead from your ad platforms is captured automatically and routed to a consultant who speaks the right language; if no one calls, the system steps in.
How It Works
Straight from your ads into your system.
Forms from your Meta, Google, and LinkedIn ads drop directly into Planyum through a webhook connection; duplicate entries are filtered out automatically.
Smart routing by language match.
A lead's likely language is inferred from their phone number; it's distributed fairly, in turn, among your consultants who speak that language — if there's no match, it drops into the general pool.
If no one calls, the system starts a second round.
If a lead isn't called within your set window, it moves to the next consultant in the same language pool; once the whole pool has been tried once and still no one has called, a second round begins.
If both rounds fail, a manager steps in.
If, after two full rounds, still no one has called, the lead lands with a manager; the manager either calls it themselves or hands it to someone on their team.
The final layer reaches all the way to the company owner.
If the manager doesn't call the customer either, the situation is reported to the company owner; the manager is asked to explain what happened through Planyum, and that explanation is recorded where the company owner can see it.
Tips
- Connecting: connect your platform from the Ad Accounts page and copy the webhook key.
- Testing: testing the connection doesn't create a real customer record.
- Time setting: you decide how many hours a lead has to be called within.