Advanced Inbound Lead Routing for Salesforce Users
For complex Salesforce teams: Route leads using AI scoring and tiered distribution to sales teams.
Step into the fast lane of revenue operations with Default's Lead Routing template—where your inbound leads get the VIP treatment they deserve. This guide unravels the magic behind automated lead distribution, turning your chaotic sales workflows into a smooth-running machine that would make a Swiss watchmaker jealous.
Perfect for growing sales teams who've had enough of playing "catch the lead" with their hottest prospects. Our template transforms your lead qualification process into a well-oiled machine, automatically enriching and routing opportunities faster than your coffee machine brews your morning espresso. Whether you're a RevOps wizard or a sales maven, this guide shows you how to turn your inbound marketing automation from a game of chance into a predictable revenue engine.
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Some relevant product features to this workflow template
Automate scheduling, routing, assignment, CRM updates and meeting follow-up from web forms or booking links.
Build or Connect an Inbound Form
Apollo Enrich with Company and Person Data
If / Else to Create Logic
Round Robin with Custom Logic
Display Scheduler
Send Slack Messages
Apollo Email Sequence
Match, Update, or Create Salesforce Records
Redirect to URL
More Templates
Automate scheduling, routing, assignment, CRM updates and meeting follow-up from web forms or booking links.
Simple Inbound Lead Routing for Hubspot Users
For early stage companies: Route inbound leads to booking pages or sequences based on qualification rules.
Simple Inbound Lead Routing for Salesforce Users
For early stage Salesforce users: Route inbound leads to booking pages or sequences based on qualification.
Intermediate Inbound Lead Routing for Salesforce Users
For Salesforce users with complex sales orgs: Route leads to teams using multi-stage qualification and enrichment.
Advanced Inbound Lead Routing for Salesforce Users
For complex Salesforce teams: Route leads using AI scoring and tiered distribution to sales teams.
Advanced Inbound Lead Routing for Hubspot Users
For HubSpot users with complex sales orgs: Route leads to teams using multiple stages of qualification and enrichment.
Frequently Asked
Revamp go-to-market with easier routing, actionable intent, and faster scheduling.
Who uses Default?
Marketing, revenue operations, and growth teams use Default to revamp go-to-market with easier routing, actionable intent, and faster scheduling.
What tools can Default replace?
Default often replaces your marketing forms, revenue operations software, lead routing tools, AI workflow builders, waterfall enrichment, and sales schedulers.
What tools does Default integrate with?
Default integrates with many CRMs, all sales engagement tools, website forms, and more.
What are some common use cases for Default?
Revenue teams use Default to automate inbound sales processes, route CRM records, gather website visitor data, and keep their CRM organized.
What does the implementation process look like?
Default is an easy-to-set-up platform that scales from 2 to 2,000 sales representatives. Implementation typically takes about a week, with ongoing Slack support from Default's implementation team.
How much does Default cost?
Default's pricing consists of a platform fee and a license fee. We charge only for users who receive meetings, are assigned as owners in the CRM, or are referenced in workflows. All editor seats are free.
What is Default?
Default is a workflow canvas-first go-to-market platform that includes enrichment, website intent, routing, scheduling, qualification, and segmentation tooling.
Accelerated pipeline, by Default.
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