Assign every new lead to the right sales rep the moment it arrives, so no inquiry sits in a shared inbox going cold. This automation routes leads by territory, deal size, industry, or simple round-robin, then notifies the owner with a follow-up task already attached.
What's Included
- Routing rules: match each lead to a rep by region, value, or rotation so the right person always gets it.
- Instant assignment: new leads pick up an owner the second they land, with no manager in the loop.
- Owner notification: the assigned rep gets a ping plus a ready-made follow-up task.
- Fallback queue: unmatched leads drop into a backup list so nothing slips through.
How To Use
- Clone this automation into your workspace and add your reps and territories.
- Open Triggers to define how a new lead enters the pipeline.
- Set your routing rules in the Actions step.
- Enable the toggle to start assigning leads automatically.
Pair it with the Sales Pipeline CRM or browse more live systems in the Community Gallery.