Inbound Lead Router & Auto-Assign
Route every inbound lead to the right sales rep in under 60 seconds — based on territory, product line, or company size.
Multi-Source Lead
Form, chatbot, ad, or import
Parse & Normalize
Standardizes data from all sources
Routing Engine
Applies territory / size / product rules
CRM Assign
Lead created and assigned in CRM
Slack + Email
Rep notified + sequence activated
Trigger
Multi-Source Lead
Form, chatbot, ad, or import
Action
Parse & Normalize
Standardizes data from all sources
Action
Routing Engine
Applies territory / size / product rules
Storage
CRM Assign
Lead created and assigned in CRM
Output
Slack + Email
Rep notified + sequence activated
When leads come in from multiple sources — website forms, chatbots, paid ads, trade show lists — they often pile up in a shared inbox or land on the wrong rep's plate. This workflow collects leads from all sources, applies your routing rules (by geography, company size, product interest, or round-robin), assigns the lead to the correct rep in HubSpot or Salesforce, notifies the rep instantly on Slack with a full lead profile, and kicks off the appropriate email sequence. Average lead response time drops from hours to under 60 seconds — which research shows increases conversion by 400%.
- Sub-60-second lead response time — proven to 4x conversion rates
- Consistent routing rules eliminate favoritism and mis-assignment
- Reps get a complete lead profile on Slack — no CRM login required to respond fast
- Round-robin option distributes leads fairly across the team
- Multi-source collection means no lead slips through regardless of origin
Sales managers at companies with 3+ sales reps who handle inbound leads from multiple channels and struggle with slow response times or mis-routed leads.
Template
$79
One-time · you import & run it
- n8n workflow JSON file
- Setup documentation
- Video walkthrough
- Free bonus workflow included
Done for you
from $899
I configure & install it on your accounts
- Set up on your own accounts
- Configured for your business
- Video walkthrough + written docs
- 30-day support after go-live
Want this running on your accounts?
Book a free 20-minute audit — complete the call and the full gift bundle is yours, whether or not we work together. Or grab the template and self-install.
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