Salesforce Lead Router

Never let a qualified lead wait

Leads arrive from forms, events, and ads. This automation enriches every lead, scores it, assigns the right owner, and alerts the rep instantly in Slack—directly from Salesforce.

intermediate2-3 weekssales

Integrations used:

Manual lead triage slows speed-to-lead

Routing and enriching leads by hand delays follow-up and leaves revenue on the table.

Reps respond late because new leads are buried in inboxes

Lead quality is unknown until someone manually checks

Assignment rules live in spreadsheets and create errors

Ops teams spend hours cleaning and distributing leads

How the lead router works

Automatically enrich, score, and assign inbound leads while keeping the team informed in real time.

Capture from every source

Form fills, webinar attendees, or CSV drops land in Google Sheets or Gmail and are pushed into Salesforce instantly.

Enrich and score with AI

OpenAI cleans free-text fields while enrichment rules add industry, size, and intent signals.

Assign the right owner

Territory logic assigns leads in Salesforce automatically and updates routing fields for reporting.

Alert reps in Slack

The assigned rep and channel get a structured Slack card with context, SLA timers, and quick links to the record.

What you gain

Faster speed-to-lead

Route and notify instantly so reps respond in minutes.

60% faster follow-up

Cleaner CRM data

Standardized fields and AI cleaning reduce duplicates and errors.

Consistent routing rules

Automated ownership removes manual decisions and disputes.

Better reporting

Every lead has source, score, and SLA tracking baked in.

Perfect for

B2B teams with strict territories or segments

Auto-assign new leads based on territory or segment rules without manual triage.

Revenue ops teams standardizing lead intake

Centralize scoring, enrichment, and routing so every lead follows the same path.

Companies running multiple paid and event campaigns

Consolidate campaign leads and push them to the right owners fast.

Teams needing real-time Slack alerts on hot leads

Notify reps instantly when high-scoring or VIP leads arrive.

Ready to implement this automation?

Book a free consultation and we'll customize this template to your specific workflow and business needs.