Built-in enrichment
Enrich every form fill with a waterfall of data providers.
More than a revenue operations software
Auditable lead routing for scaling teams
Lead routing workflows you build in Default or call from your own code through the API.
CRM Record Created
New record created
The workflow starts when a new Lead is created in Salesforce.
Enrich Data
Waterfall enrichment
Native waterfalls enrich leads mid-workflow, with every provider called at once.
Rules of Engagement
Territory routing
Match each lead's country and company size to a territory, and send it to that territory's queue.
Update Record
Owner assignment
The rep the queue picks becomes the Lead's owner in Salesforce the moment routing resolves.
Add to Outreach Sequence
Outreach sequencing
Add each routed Lead to an Outreach sequence that sends from its new owner's mailbox.
Inbound lead routingwith enrichment and scheduling
Demo requests on your site get enriched and qualified, then the routed rep's calendar opens over the page.
Logs & error notifications
See what each node did in a run, and alert admins in Slack when a run fails.
Email sequencing & Slack
Route high-intent site visitors to reps, then add them to a sequence or alert the owner in Slack.
Route and enrich CRM records
Replace Apex and Zapier workarounds with Default workflows that update records in Salesforce and HubSpot.
Multi-trigger
Start the same workflow when a CRM record is created or updated.
Scheduled runs
Re-run update workflows on a schedule.
Cross-system routing
Read and write Salesforce and HubSpot records in the same workflow.
Turn product leadsinto opportunities
Route product-qualified leads and new signups to reps along with their account fit and product activity.
Product signups
Enrich and route new users based on account fit, product activity, territory, and ownership.
Usage signals
Start a sales workflow when users hit a product milestone or show expansion intent.
Manage routing policies globally
Build routing policies that govern groups of queues, so 1 edit updates every queue that uses them.
Routing queues
Route evenly across territories and segments.
Governing policies
Set rules once in a policy and apply them to many queues.
Assignment logs
Review record assignments across your team.
“It’s the control layer we’re using to run GTM from the same brain.”
Matt McGonegleDirector of GTM Operations @ Cortex
Lead routing by tool
- Salesforce lead routing →
Route every Salesforce lead and book the meeting.
- Salesforce lead to account matching →
Match each new lead to its Salesforce account by domain.
- Salesforce round robin →
Take turns across a team with weights and paused reps.
- Salesforce lead assignment rules →
Keep every routing rule in 1 ruleset.
- Salesforce lead conversion →
Convert new leads into the accounts they belong to.
- Salesforce web-to-lead →
Turn website form fills into routed Salesforce leads.
- HubSpot lead routing →
Send each HubSpot lead to the right owner.
- HubSpot round robin →
Rotate HubSpot leads and meetings through 1 queue.
- HubSpot Salesforce integration →
Route leads across both CRMs from 1 workflow.
- Marketo Salesforce integration →
Route Marketo form fills to the right Salesforce rep.
- Salesforce Slack integration →
Tell the routed rep in Slack as soon as a lead lands.
More use cases
Other motions teams run on Default
Inbound Automation
Book demos off your website with enrichment and routing.
CRM Hygiene
Match, merge, and backfill records with full audit logs.
The marketing engine behind the best teams
One platform to manage workflows, enrich records, route leads, and schedule meetings.