Lead Automation
Every contact form and answering-service call connects directly into your CRM as a structured record — not an email you have to copy-paste at 9pm. JobTread is live now. Jobber, Housecall Pro, and GoHighLevel are next.
Every lead that lives in an email inbox is a lead that can be missed. Most contractors and service businesses we work with already pay for a real CRM — JobTread, Jobber, Housecall Pro — and still type new leads in by hand. We close that gap. Your website and your answering service become extensions of the CRM, not separate systems that need babysitting.
Today the router treats every inbound as a prospect lead. Intelligent classification (routing subcontractor inquiries, vendor outreach, and existing-customer questions to different destinations) is on the roadmap for late 2026 — if it's a fit for your business now, we can wire a separate destination per form on day one.
Supported CRMs
01 · Live
The flagship integration. Web leads and call leads become a Customer + Location + Job in JobTread within seconds of submission. Stage changes (Lead → Estimating → Sold) sync back so the Baldwin Digital dashboard knows what closed. Built for general contractors and home-services teams who run their book of business out of JobTread.
Live since: 2026-05. Currently powering Baldwin Builders.
02 · In development
OAuth-based connection. Leads become Client + Request records. Two-way sync on quote and job lifecycle events. For service businesses already standardized on Jobber for scheduling and invoicing.
Target: 2026 Q3.
03 · In development
OAuth-based connection. Leads become Customer + Lead records routed straight to your dispatch pipeline. For plumbers, HVAC, electrical, and other field-service businesses on HCP.
Target: 2026 Q3.
04 · In development
Marketplace App connection. Leads become Contact + Opportunity records inside your sub-account. Built for agencies and businesses already running GHL for funnels and pipelines.
Target: 2026 Q4.
05 · In development
For businesses without a CRM. Leads get pushed straight to the owner's phone and email as a structured digest the moment they come in. A simpler entry point that still beats refreshing your inbox.
Target: 2026 Q3.
06 · Don't see yours?
If you're on a CRM not listed here and it has a public API, we can usually add it. Send us the name. Our integration architecture is per-adapter — adding a new one takes about a week.
Under the hood
01 · Capture
A prospect submits your contact form, or your answering service (Vapi or similar) finishes a call. Either way, structured lead data — name, phone, email, what they need — lands on Baldwin Digital's router within seconds.
02 · Route
The router checks which CRM connection belongs to your business, decrypts the credentials, and hands the lead off to the right adapter. Encrypted at rest, signed in transit, scoped per-client — nobody else's leads ever touch your account.
03 · Land
Your CRM gets a complete record set — in JobTread that means Customer, Location, and Job in the right pipeline stage. You see it the next time you open the app. The lead is logged, attributed to the right source, and ready to work.
And when you move that job to Sold in your CRM, the dashboard sees it. Conversion data flows back. The monthly report stops being a guess and starts being a number.
The compounding effect
Email forwarding misses leads. Phone tag misses leads. CRM-as-system-of-record means every inbound is timestamped, attributed, and accounted for. You see exactly which marketing channel produced which closed job — not "we got busy in May."
Because we route the lead, we know its source. When the monthly report says "the website produced X leads, GBP produced Y, ads produced Z" — that's not marketing math, it's the record of what actually entered your CRM. The numbers stop lying.
Every minute between lead-submitted and lead-contacted lowers close rate. A lead that lands as a Job in your CRM with a notification gets called back the same day. A lead that lands in an inbox gets called back when someone notices it — if at all.
FAQ
No. We integrate with the CRM you already use. JobTread is live now; Jobber, Housecall Pro, and GoHighLevel are in development. If you're on something else with a public API, we can usually add it — ask us.
Roughly 30 minutes on your end — you generate one API key in your CRM, send it to us, then later paste a webhook URL into your CRM's settings. We do everything in between. From "yes let's go" to "first live lead routes to JobTread" is usually same week.
$400 setup + $97/mo. Setup is waived when Lead Routing is bundled with the Website + Hosting product or the AI Receptionist in the same month. The monthly covers uptime, two-way sync maintenance, monthly routing report, and any field-mapping updates as your CRM evolves.
Existing Baldwin Digital clients on the bundled plan can add Lead Routing at +$97/mo with setup waived as a launch courtesy.
Your CRM credentials are AES-256-GCM encrypted at rest with a key only Baldwin Digital can decrypt. Webhook traffic is signed and verified per-connection. Each client's data is scoped by tenant ID at the database level — cross-tenant access is structurally impossible, not just policy-enforced.
If it has a public API, send us the name. We add new adapters as demand surfaces — the architecture is built for it (per-CRM modules, shared dispatch core). Realistic timeline for a new integration: about a week of build time once we commit to it.
That's fine. Two paths: (1) we can recommend the right CRM for your business (JobTread for contractors, Jobber for service techs, etc.) and set the whole thing up, or (2) you start with the SMS & Email Digest integration — leads ping your phone the moment they come in. The Digest path takes 5 minutes and costs nothing extra.
The next step
Twenty minutes to confirm fit, a written setup plan, and same-week go-live. No contract to talk — just send the URL and your CRM and we'll come back with what it looks like.