CRM Data Management for Salesforce Users
Clean and standardize Salesforce CRM data by matching leads, accounts, and opportunities.
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.
See this workflow live
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
Round Robin with Custom Logic
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.
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Clean and standardize Hubspot CRM data by matching contacts, companies, and deals.
CRM Data Management for Salesforce Users
Clean and standardize Salesforce CRM data by matching leads, accounts, and opportunities.
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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