Workflow Catalog

Lead routing automation

Score inbound leads, assign owners by territory and ICP fit, and alert reps in-channel within minutes.

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Outbound link is a placeholder — swap for templates, partner programs, or gated downloads when you are ready.

Workflow overview

Speed-to-lead still wins in B2B. Routing automation connects your forms, enrichment vendor, and CRM so that high-intent accounts surface immediately while low-intent leads nurture quietly.

The goal is not perfect AI scoring on day one—it is deterministic rules plus a thin layer of signals (company size, role, intent keywords) that you can iterate weekly.

Step-by-step automation flow

Ordered stages you can map to triggers, queues, and owners — reuse blocks side-by-side on compare pages later.

  1. Step 1
    Form submit creates a normalized lead record with source, UTM, and self-reported role.
  2. Step 2
    Enrichment appends firmographics; a rules engine applies territory and segment tags.
  3. Step 3
    If score exceeds threshold, create CRM task + Slack ping with deep link to record.
  4. Step 4
    If score is mid, enqueue for SDR review queue with SLA timers and reassignment rules.
  5. Step 5
    Nightly job reconciles stale leads and archives duplicates using email + domain keys.

Recommended tools & playbooks

Internal links to integrations or software pages — swap for database-driven edges when you wire the graph.

  • Airtable + Zapier glue patterns
    /integrations/airtable-zapier
    Open

Expected outcome & benefits

Reps spend less time triaging spreadsheets, managers get visibility into SLA breaches, and marketing sees which channels produce routable pipeline—not just MQL volume.

More in this topic: AI customer support

Same-cluster pages only — no site-wide recommendations.

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Workflows

  • Customer onboarding workflow
    Turn “signed contract” into “first success milestone” with sequenced tasks, nudges, and health checks.
    Open workflow
  • AI support ticket routing
    Classify, summarize, and route tickets so agents see intent, urgency, and suggested replies—not raw walls of text.
    Open workflow

Integrations

  • Airtable + Zapier
    Glue spreadsheets-as-databases to the rest of your stack with guardrails and observability.
    Open playbook