Sara McNamara's HubSpot Lead Routing

Still spending hours manually checking for duplicates, enriching records, or assigning leads to reps? Try this instead.

It takes only a few minutes to get familiar with the tool and set up a flow like this:


First, weed out spam—because nobody wants to waste time or enrichment credits on "Student" from "Sara McNamara LLC"

Then, enrich records with tools like Apollo (get job title, company size, etc.).

Check for duplicates in your CRM (HubSpot in this case, but you can do this for Salesforce, too!) and match leads to existing accounts.

Finally, assign leads to the right SDR or AE and send them Slack alerts so they get notified right where they’re working.

Features

Some relevant product features to this workflow template

Automate scheduling, routing, assignment, CRM updates and meeting follow-up from web forms or booking links.

Match, Update, or Create Hubspot Records

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Build or Connect an Inbound Form

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Apollo Enrich with Company and Person Data

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Display Scheduler

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Round Robin with Custom Logic

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Send Slack Messages

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Feature Call-out

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Sara McNamara's HubSpot Lead Routing

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Frequently Asked

Revamp go-to-market with easier routing, actionable intent, and faster scheduling.

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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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