$6.6m Seed Round led by Craft Ventures
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$6.6m Seed Round led by Craft Ventures
Read more
$6.6m Seed Round led by Craft Ventures
Read more
$6.6m Seed Round led by Craft Ventures
Read more
$6.6m Seed Round led by Craft Ventures
Read more
$6.6m Seed Round led by Craft Ventures
Read more
$6.6m Seed Round led by Craft Ventures
Read more
$6.6m Seed Round led by Craft Ventures
Read more
$6.6m Seed Round led by Craft Ventures
Read more
$6.6m Seed Round led by Craft Ventures
Read more
All workflow templates

CRM Data Management for Salesforce Users

Revolutionize your revenue operations with a sales workflow that keeps your CRM pristine through automated lead enrichment and distribution – because sales reps should be closing deals, not updating fields.

Let's face it: sales reps would rather close deals than update CRM fields. Default's revenue operations workflow transforms your Salesforce data management from a neglected chore into an automated powerhouse. By seamlessly enriching and routing leads while standardizing data entry, this template ensures your CRM stays squeaky clean without adding to your team's plate.

Gone are the days of manual data entry and constant rep reminders. Our sales workflow automatically qualifies and distributes leads while maintaining pristine data hygiene through intelligent lead enrichment and inbound marketing automation. Perfect for growing teams who want their sales reps focusing on revenue-generating activities instead of administrative busywork – because the best CRM updates are the ones that happen automatically.

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Default comes as standard with:
Key features
Build or Connect an Inbound Form
Apollo Enrich with Company and Person Data
Round Robin with Custom Logic
Send Slack Messages
Apollo Email Sequence
Match, Update, or Create Salesforce Records
Redirect to URL

Let's face it: sales reps would rather close deals than update CRM fields. Default's revenue operations workflow transforms your Salesforce data management from a neglected chore into an automated powerhouse. By seamlessly enriching and routing leads while standardizing data entry, this template ensures your CRM stays squeaky clean without adding to your team's plate.

Gone are the days of manual data entry and constant rep reminders. Our sales workflow automatically qualifies and distributes leads while maintaining pristine data hygiene through intelligent lead enrichment and inbound marketing automation. Perfect for growing teams who want their sales reps focusing on revenue-generating activities instead of administrative busywork – because the best CRM updates are the ones that happen automatically.

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Trusted by industry’s fastest-growing GTM teams
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