Lead routing

Inbound leads qualified and assigned in minutes

HubSpot, Salesforce, Slack

How a run goes

The steps this agent takes, in order, and what each one leaves behind.

Reads the new leads and the assignment rules

Qualifies each inbound lead from the form, the company data and the existing account record

Enriches, qualifies and assigns each lead

Assigns it by territory, segment and round-robin rules and notifies the owner

Drafts the weekly response report

Reports lead response time and the leads left unworked

Works in

HubSpot, Salesforce, Slack

What it does

Qualifies each inbound lead from the form, the company data and the existing account record
Assigns it by territory, segment and round-robin rules and notifies the owner
Reports lead response time and the leads left unworked

Sync contacts, deals, and tickets into the workflow.

Enrich, update, and report on records under your profile.

Post briefs and alerts to the right channels.

Need it to work differently?

Every agent can be changed: the steps it takes, the systems it uses and who approves what.