CRM Lead Routing & Assignment
Instant lead scoring and round-robin assignment across sales reps — zero manual routing.
What needed
solving
Inbound leads from web forms and ads were piling up in a shared inbox. Sales managers spent time each day manually assigning leads, often hours after they arrived — losing conversion window.
The automation steps
New lead submitted via website form, LinkedIn Lead Gen, or Facebook Ads
Lead scored by source, company size, and intent signals; territory matched
Lead created in Salesforce with full context; assigned to correct rep
Rep receives Slack and email alert with lead brief and call-back task created
How the workflow runs
Each step fires automatically. Click "Simulate run" to see the sequence.
Click "Simulate run" to see the automation sequence step by step.
The numbers
Concrete, measurable outcomes delivered in production.
From brief to production
Discovery & scoping
We map the problem, understand the existing stack, and write a fixed-price proposal. No surprises.
1–3 DAYSBuild & weekly demos
You see working software every week. Feedback is incorporated immediately — not at the end.
2–4 WEEKSTesting & QA
Every integration is stress-tested before go-live. Edge cases handled, fallbacks in place.
3–5 DAYSGo live & handover
Full documentation, team training, monitoring setup, and 30-day post-launch support.
1 WEEKYou might also need
Build this for my business
Book a free 30-minute call. We'll scope your automation and tell you exactly what it would cost.