What it does
When a new inbound lead arrives via form, demo request, or signup, enriches and scores it, then assigns it to the right rep based on territory, round-robin, or named-account rules.
You get
instant enrichment
scoring
and assignment on every inbound lead
How it works
Compute Lead Score
create_ai_attributeCreate an AI-derived attribute 'lead_score' on the User object. Composite: (a) ICP fit — firmographics match (industry, employee count, geo), 0-40 points; (b) intent signal — form type (demo > content > newsletter), pricing-page views, last-week product activity, 0-30 points; (c) buyer signal — title seniority + role relevance, 0-20 points; (d) brand engagement — prior touchpoints on this account, 0-10 points. Output: 0-100 score with tier label (hot 70+, warm 40-69, cold <40).
Build Lead Routing Workflow
Create WorkflowCreate a workflow firing on form_submitted OR user_signed_up (where source != self-serve-only). Step sequence: (1) enrich the account (firmographics, technographics, decision-maker contacts); (2) compute lead_score; (3) apply routing rules in priority order: (i) named-account override (if account is on target-account list, route to assigned account owner); (ii) territory match (geography, industry, segment); (iii) round-robin within territory pool (preserves balanced rep load); (4) create task assigned to the determined rep with lead context, score, and routing reason explained; (5) post Slack notification to rep; (6) IF score = cold AND no named-account match, route to self-serve nurture journey instead of human queue.
Build Routing Performance Dashboard
Build DashboardCompose a lead routing performance dashboard: lead volume by tier (hot/warm/cold), routing distribution by rep (round-robin balance check — variance should be <15% rep-to-rep), median time from lead-arrival to first-touch (SLA: <2hr hot, <24hr warm), tier-conversion: hot-to-meeting / warm-to-meeting / cold-to-engaged rates. Flag any rep with significantly worse first-touch SLA than peers.
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