Stop Manual Lead Sorting at Your Accounting Firm — Route New Leads in 5 Seconds with HubSpot
Every minute your partners spend forwarding inquiries is a minute they're not serving clients. Our proven HubSpot workflow tags each website lead by industry or service need, assigns the perfect CPA in under five seconds, and pings them instantly — so you never lose a hot prospect to slow follow‑up.
- Cut average response time from hours to seconds
- Auto‑categorize every inquiry by industry or service line
- Assign the best‑fit professional without lifting a finger
Streamline Your Assignment
Key Features of Our 5-Second Lead Router
Built entirely in HubSpot, this workflow turns form data into revenue momentum - no add-ons, no code.
Lightning-Fast Routing
HubSpot instantly assigns the right owner the moment a form is submitted - usually in under five seconds.
Industry & Service Intelligence
Smart property logic tags each lead by its stated need or industry vertical, eliminating manual triage.
Seamless Team Alerts
Automatic Teams or email notifications keep the assigned professional one step ahead, boosting first-touch speed and close rates.
Why Speed Matters for New Business
Leads contacted within five minutes are up to 10× more likely to convert. When prospects hear from you first, they stop shopping. Our workflow makes sure your firm is always first in line.
Built for Mid-Market Accounting Leaders
Whether you specialize in audit, advisory, or niche verticals, this solution scales with you. Because it lives inside HubSpot Professional and Enterprise, it aligns with your existing CRM rules and reporting with zero extra maintenance.
- 100 percent HubSpot native — no third‑party code
- Handles unlimited service lines and locations
- Deploys in days, not weeks
Part of Your Complete Accounting CRM Strategy
Lead routing is just one piece of a modern accounting firm's growth engine. Our ABACUS™ framework helps accounting practices build complete CRM systems that manage everything from initial inquiry to ongoing client relationships.
- Automated lead capture and qualification
- Service-specific pipeline management
- Client onboarding workflows
- Engagement tracking and renewals
"The Lloyd Solves team had us up and running in days. Their HubSpot workflow reclaimed a full day of partner time every month."
Ashley Torres
COO | Jeffrey Brunson CPA
Ready to Stop Forwarding Leads?
Schedule a free 30-minute strategy call and we'll map how five-second routing can fit your firm's growth goals.