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How to Automate and Scale Lead Generation at Your Agency

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Scaling for success: Automate lead gen at your agency with Heyflow

In today’s fast-paced and hyper-competitive digital marketing world, agencies need more than just the ability to generate leads for their clients – they need to scale efficiently, improve lead quality, and deliver a seamless client (and user) experience. Heyflow is the no-code platform that makes scaling lead generation smarter and easier. Now your agency can create interactive forms and lead funnels that deliver high-quality leads while saving time and increasing conversion rates.

Here’s how Heyflow transforms the way digital advertising agencies approach lead gen, helping them scale faster, smarter, and with better results.

The key to smart scaling: Efficiency and automation in every step

Scaling lead generation is about more than just volume; it’s about scaling smartly. In an industry where time and resources are precious, Heyflow enables agencies to build effective lead funnels quickly. Here’s how:

  1. Customizable templates: Designed by lead gen experts to deliver experiences that convert, our templates are easy to customize (and duplicate) to match every client and campaign.

  2. Features to enhance lead quality: From conditional logic to phone number validation, Heyflow’s advanced features help you create interactive forms that generate valuable and highly qualified leads.

  3. Native integrations: Built to optimize entire workflows, Heyflow connects with all your favorite tools to help your team and your budget work more efficiently.

  4. Data-driven optimization: Heyflow’s built-in analytics dashboard and A/B testing ensure you can make real-time adjustments to maximize results.

  5. Heyflow’s Agency Portal: Stand out from other agencies with a white-label lead management tool in your own branding, enhancing the entire process for your clients and your team.

Let’s take a closer look.

Design high-converting funnels to match every client’s brand

Heyflow’s templates and flexible design options ensure your lead funnels align perfectly with your clients’ branding. Every aspect of your forms is customizable with the easy-to-use drag-and-drop builder that lets you tweak every little detail of your funnel to ensure it feels uniquely on-brand.

  • Start with a professional template. Designed by lead gen experts to optimize conversions, our Template Library is full of lead gen and recruiting templates for every use case – ready to tailor for every client and campaign. 

  • Use Heyflow’s advanced design options to match your interactive forms or landing pages perfectly to your client’s brand. 

  • Duplicate successful funnels to cut down on setup time and roll out funnels for different clients or new campaigns quickly.

Mobile optimization is automatically built into every Heyflow funnel, so your agency can run successful lead generation campaigns that look sharp, load fast, and perform consistently across all devices. 

Generate quality leads at scale with smart features

Being able to generate relevant leads for every client is what sets agencies apart. These Heyflow features are specifically designed to help you create smart interactive forms that automatically pre-qualify leads.

  • Conditional logic lets you personalize lead funnels based on user responses, ensuring you capture only the most relevant information for your clients.

  • Phone number validation improves data accuracy, so you’re not wasting time on incomplete or invalid leads.

  • Autocomplete increases form completion by reducing the cognitive workload for your leads – helping them fill in details like their address quickly and accurately. 

Whether you're dealing with B2B clients requiring detailed information or fast-moving e-commerce businesses, Heyflow’s features ensure you capture the best leads consistently.

How to measure, analyze, and continuously improve your funnels

Heyflow’s built-in analytics dashboard lets you track every interaction, measure success, and make real-time adjustments to maximize performance.

Make data-driven improvements with A/B testing

See exactly where leads are dropping off, identify conversion bottlenecks, and test funnel versions to continuously optimize your campaigns. It’s never been easier or more efficient than with Heyflow’s native A/B testing feature.

Go beyond surface-level insights

Integrate seamlessly with your favorite analytics tools, like Google Analytics, Meta Conversions API or Matomo, for a comprehensive view of performance across all platforms. This data-driven approach allows your agency to scale smarter, making adjustments that optimize lead quality and maximize ROI for every client.

Learn more about how Heyflow helps agencies analyze and optimize campaigns.

Meet Heyflow’s Agency Portal: Your own white-label lead management tool

With Heyflow’s Agency Portal, you can work with clients in your agency's own, on-brand client management or applicant tracking system. 

  • Manage multiple client accounts from a single dashboard, giving you greater control and visibility over your responses.

  • Invite clients to view, edit, and manage form responses you’ve collected on their behalf, in a platform that shows your own agency branding. 

  • Meet the highest standards of data security and comply with GDPR – no more collecting sensitive data in spreadsheets.

  • Customize your portal to meet your needs. With easy user management and custom deal stages, you’re in full control. You can even host your portal on your own custom domain.

Whether you're tracking client performance, monitoring conversions, or managing different projects, Heyflow ensures that scaling doesn’t require more resources – just smarter workflows.

Native integrations for effortless workflow automation

As your agency grows, automation becomes the key to scaling without sacrificing efficiency. Heyflow integrates seamlessly with top-tier CRMs like Salesforce and Hubspot, workflow tools like Slack and Airtable, email marketing tools, ad platforms, lead management systems, and more – to automate your lead capture and follow-up processes. 

Here are just a few of Heyflow’s native integrations for marketing agencies:

  • CRMs like HubSpot, Salesforce or HighLevel

  • Collaboration platforms like Slack, Airtable and Calendly

  • Analytics tools like Meta Pixel and Conversions API, Google Analytics and Tag Manager as well as Voluum and other social media pixel

  • Payment and automation solutions like Zapier, Make or Stripe

Plus: Heyflow’s Agency Portal, automatic email replies, analytics dashboard, A/B testing, cookie consent, and custom code options all come built-in.

Why Heyflow is the smart choice for scalable, high-quality lead generation

Scaling your lead generation efforts requires the right tools – tools that automate processes, optimize conversions, and give you actionable insights. Heyflow is that tool, designed specifically for agencies that want to scale smarter, not harder.

With its intuitive drag-and-drop builder, advanced customization and designs, seamless integrations, and data-driven insights, Heyflow helps agencies generate leads and simultaneously optimize for quality, speed, and efficiency at scale. Whether you’re working with small businesses or enterprise clients, Heyflow is the smart, scalable solution your agency needs.

Ready to scale your lead gen operations and take your agency’s performance to new heights? Sign up for Heyflow’s Agency plan and start your free trial today.