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The Complete Lead
Routing Guide.

Map visual sequence routes linking outbound activity directly to CRM deal flows to ensure no lead falls through the cracks.

Read the Full Guide
Lead Routing Hero
Visual Workflows

Connect activities to deal stages.

Design visual workflows that dictate exactly what happens when a prospect opens an email, clicks a link, or accepts a LinkedIn request.

  • Drag-and-drop workflow builder makes complex routing easy.
Visual Workflows
Round-Robin Setup
Lead Distribution

Distribute leads fairly.

Learn how to set up fair, automated lead distribution systems for your sales development reps based on territory, availability, and performance.

  • Prevent cherry-picking and ensure instant response times.
CRM Syncing

Syncing status back to Salesforce.

Ensure your single source of truth is always up-to-date. Automatically push email replies, meeting bookings, and status changes back to your CRM.

  • Native integrations with HubSpot, Salesforce, and Pipedrive.
CRM Integration

Never lose a lead again.

Use our visual builder to create foolproof routing rules for your entire sales floor.

Start Building Routes