Intermediate Inbound Lead Routing for Salesforce Users
For Salesforce users with complex sales orgs: Route leads to teams using multi-stage qualification and enrichment.
Step into the sweet spot of revenue operations with Default's Lead Routing template—where inbound marketing automation meets your Salesforce's full potential (minus the chaos of manual distribution).
Think of it as your sales workflows' personal traffic controller, but instead of hand signals, it uses intelligent lead qualification rules to guide prospects exactly where they need to go.
Perfect for growing companies who've outgrown basic lead distribution but aren't quite ready for enterprise-level complexity. Our template transforms your sales scheduling from a game of hot potato into a synchronized dance, automatically enriching and routing inbound leads faster than your team can say "qualified opportunity."
Ready to turn your lead routing from a busy intersection into an express lane? Let's show you how Default orchestrates this revenue-generating masterpiece without breaking a sweat (or your Salesforce instance).
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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
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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