Lead Routing Workflow
Automatically assign and route new leads to the right sales rep.
Workflow Preview
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Problem this solves
Slow lead response kills conversion. This workflow detects new leads in your database and routes them to reps based on territory, deal size, or round-robin rules.
Setup in 4 steps
Connect your database
Add your database credentials.
Define the trigger
Set which database event starts the workflow.
Configure actions
Add steps: send notifications, update records, call APIs.
Test and deploy
Run with test data, verify each step, then deploy.
Required data fields
Your database should have these types of fields.
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