What it does
Use when a user mentions "inbound lead routing", "lead assignment workflow", "round-robin SDR", or asks for related help. When a new inbound lead arrives (form submission, demo request, signup), enrich + score + assign to the right rep based on territory / round-robin / named-account rules — the unglamorous workflow that prevents leads from rotting in unassigned queues.
You get
Attribute
AI-Derived Attribute produced by this recipe.
Workflow
Workflow produced by this recipe.
Dashboard
Dashboard produced by this recipe.
How it works
Compute Lead Score
create_ai_attributeCreate an AI-derived attribute
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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