Local Service Lead Concierge
A real-time concierge for inbound trade and local-service leads. Watches form webhooks, inbox alerts, and social DMs; deduplicates against the past 7 days; classifies intent and urgency with a 3-sentence acknowledgement reply; writes the contact, job context, and qualification score into your CRM; and posts a quick alert to the owner so you can call back inside the 5-minute window that wins the job.
Agent snapshot
Built for local services work, not a generic template.
3
template uses
53
catalog views
3
integrations used
2
labels matched
Sample input
Build an agent to local Service Lead Concierge. Use HubSpot, Gmail, and Slack. Focus on respond to. Return a ready-to-review result after each run.
Sample output
Triggers the moment a new lead lands, qualifies it, sends a friendly confirmation reply within minutes, logs it to your CRM, and pings you on Slack so nothing slips.
Workflow brief
Where Local Service Lead Concierge fits in a local services automation system
Local Service Lead Concierge is designed for a specific recurring job: a real-time concierge for inbound trade and local-service leads. Watches form webhooks, inbox alerts, and social DMs; deduplicates against the past 7 days; classifies intent and urgency with a 3-sentence acknowledgement reply; writes the contact, job context, and qualification score into your CRM; and posts a quick alert to the owner so you can call back inside the 5-minute window that wins the job. The agent page keeps the workflow concrete by showing the connected apps, the input a team can give Twin, and the output the run is expected to produce.
A team can start from this public template, adjust the instructions, connect the relevant accounts, and schedule the agent once the review path is clear. That makes it useful for repeatable work where the same research, update, summary, or follow-up needs to happen again.
In this setup Twin uses HubSpot, Gmail, and Slack as source systems, action targets, or reporting destinations. The agent can combine those tools with browser automation and API calls when the workflow crosses systems.
What this agent automates
This run includes 8 concrete steps from the published agent data.
Trigger: webhook from a form or social-inbox event delivers the raw lead payload
Dedup: query the agent database for the external lead id over the last 7 days; skip if seen
Parse: extract name, contact, message, source, and any service context with the browser agent
Qualify: ask Twin AI to classify intent, urgency, service match, and draft a 3-sentence reply
Reply: send the acknowledgement to the customer using the email sender with the owner as reply-to
Log: insert a row into the CRM with score, source, raw message, and reply timestamp
Integrations used
Local Service Lead Concierge connects HubSpot, Gmail, and Slack.
HubSpot
Connected in this agent
Gmail
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Slack
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Plans start at €20/mo