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LEAD ROUTING

Every lead in the right hands, fast

A lead that waits an hour is a lead that bought from someone else. Build a workflow that enriches, scores, and assigns every new lead in seconds — before the thank-you page finishes loading.

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Deploys this workflow into your workspace — you'll connect your own accounts.

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Workflow that loops over incoming lead records and writes each one to the database

Workflow that loops over incoming lead records and writes each one to the database

What Lead routing teams automate

Speed to leadNew form fill to assigned rep in seconds, not whenever someone checks the inbox.
Enrich before assigningCompany size, industry, and territory get attached to the lead before a human ever sees it.
Rules you can seeRound-robin, territory, and deal-size logic laid out on a canvas anyone on the team can read.
Every handoff loggedEach run keeps a step-by-step record, so 'who got this lead and when' is never a debate.

One workflow, from form fill to first call

Pick the routing logic that matches how your team sells. Change it on the canvas when the team changes.

Catch leads from everywhere

Forms, chat, webinars, list imports — every source feeds the same workflow, so nothing depends on who checks which inbox.

  • Sales - New leads land in one queue no matter which form they came from.
  • Marketing - Campaign source and UTM data stay attached to every record.
  • RevOps - One intake path to maintain instead of five copies of the same logic.
  • Managers - Duplicate submissions get merged before they reach a rep.
Workflow that loops over incoming lead records and writes each one to the database

Workflow that loops over incoming lead records and writes each one to the database

Assign with context, not guesses

Round-robin without enrichment is a coin flip that wastes the first call.

Let an AI step research the company, then create the CRM record with the context attached.

Right rep, under a minute

Territory rules that live in a spreadsheet get applied differently every Monday.

Score, branch, assign, and ping the owner in Slack before a competitor picks up.

Rules change. The workflow keeps up.

Territories get redrawn. Reps leave. A new segment starts converting and suddenly deserves its own path. Hard-coded routing turns each of those into an engineering request.

On a canvas, it's a Tuesday-afternoon edit. Drag a new branch, adjust the filter, run a test lead through it. WEXTL connects to the tools you already sell with, so the change ships the moment you save.

  1. 1

    Edit the canvas, not code

    Redraw territories by editing the workflow — no ticket, no deploy.

  2. 2

    Any rule shape

    Round-robin, territory, deal size — combine them freely.

  3. 3

    Every handoff logged

    See which rep got which lead, and exactly why.

836+ supported apps

Connect the tools your team already uses with WEXTL.

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Lead routing, by hand vs. with WEXTL

TaskBy handWith WEXTL
Who gets the lead
Whoever checks the inbox firstRound-robin with territory rules, applied the same way every time
Time to first touch
Hours, sometimes a weekendSeconds from form fill to assigned rep
Context on the record
A name and an email addressCompany size, industry, source, and score attached before assignment
Fair distribution
A spreadsheet nobody trustsSupported
Audit trail
Scattered across inboxes and memoryEvery handoff logged per run, per step
Changing the rules
An engineering ticket and a two-week waitA canvas edit you ship the same afternoon
Coverage after hours
Leads sit until MondaySupported

Frequently asked questions

Set ownership in one canvas step with clear round-robin or territory rules, then notify only that owner.

Start automating with Lead routing or browse more workflows

Start automatingDrop this workflow into your WEXTL workspace and connect your own accounts.
Browse solutions & templatesExplore team solutions and ready-made workflow templates.