$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

Sales → Customer Success

Streamline your revenue operations with a sales workflow that turns chaotic customer handoffs into perfectly orchestrated transitions through automated lead routing and intelligent task distribution – because your customers deserve a red-carpet welcome to success.

Transform your sales-to-success handoff from a game of digital hot potato into a seamless revenue operations masterpiece. Default's intelligent lead routing workflow ensures your customers transition from closed-won to onboarding success without falling through the dreaded handoff gaps – because first impressions in CS are just as crucial as in sales.

Say goodbye to clunky handoffs and hello to automated excellence. Our sales workflow combines smart lead distribution with enriched customer data to orchestrate flawless transitions that feel personal but scale effortlessly. Perfect for growing teams who understand that customer retention starts with a pristine handoff process – where automated inbound marketing systems handle the logistics while your team focuses on delivering value from day one.

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Default comes as standard with:
Key features
Build or Connect an Inbound Form
Apollo Enrich with Company and Person Data
Harmonic Enrichment
If / Else to Create Logic
Round Robin with Custom Logic
Display Scheduler
Send Slack Messages
Match, Update, or Create Salesforce Records

Transform your sales-to-success handoff from a game of digital hot potato into a seamless revenue operations masterpiece. Default's intelligent lead routing workflow ensures your customers transition from closed-won to onboarding success without falling through the dreaded handoff gaps – because first impressions in CS are just as crucial as in sales.

Say goodbye to clunky handoffs and hello to automated excellence. Our sales workflow combines smart lead distribution with enriched customer data to orchestrate flawless transitions that feel personal but scale effortlessly. Perfect for growing teams who understand that customer retention starts with a pristine handoff process – where automated inbound marketing systems handle the logistics while your team focuses on delivering value from day one.

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Trusted by industry’s fastest-growing GTM teams
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