Workflow
Route new leads to the right salesperson
No more leads sitting in a shared inbox while everyone assumes someone else has it.
How it runs
TriggerNew lead arrives
Scored on fit and intent
Assigned by territory or product
Salesperson notified
ResultDeal created in your CRM with an owner
Who it is for
- Teams with more than one salesperson
- Businesses selling across markets or product lines
- Anyone whose leads land in a shared inbox
Tools it can use
HubSpot or Pipedriven8n or MakeSlack or WhatsApp
We recommend what fits your stack and costs the least. Everything runs in your accounts, in your name.