Speed to lead
A new lead is scored, routed, and in the right rep's hands in under a minute.
FOR SALES TEAMS
Reach every lead before it goes cold
Speed wins deals, and busywork is where speed dies. WEXTL routes leads in seconds, keeps your CRM honest, and nudges follow-ups so nothing slips through.
Deploys this workflow into your workspace — you'll connect your own accounts.
Preview of a branched workflow that filters incoming leads and routes each one down a different path by score and territory.
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* Illustrative example, not measured customer data.
Sales automation, at a glance
CRM that stays clean
Records update themselves after every call, form, and signature — no end-of-day data entry.
Follow-ups that stick
Sequences pause when a prospect replies and resume when they go quiet again.
Quote to cash
A signed deal turns into an invoice in your finance tool before you close the tab.
What sales teams automate first
The four workflows that pay for themselves fastest. Each one starts as a template you can clone.
Right rep, under a minute
Score and route every inbound lead the moment it arrives, day or night.
- Trigger — a new lead arrives from a web form, an ad campaign, a chat widget, or an inbound email.
- Information collected — company domain, employee count or deal-size signal, territory/region, and lead source.
- Connected applications — Salesforce or Pipedrive for the record, Seamless.AI or UpLead for firmographic enrichment when form fields are thin, Slack for the owner ping.
- Decision logic — matched against saved territory maps and named-account lists first; anything unmatched falls to a round-robin queue weighted by rep capacity, then filtered by a minimum lead-score threshold before assignment.
- AI step — scores the lead from firmographic and behavioral signals and drafts the rep's first-touch note with the enrichment context already filled in.
- Human approval — enterprise-tier leads and anything above a configured deal-size threshold route to the sales manager for a reassignment check before the rep is notified.
- Actions — sets the owner field, creates a follow-up task, and posts the assignment to the rep's Slack channel.
- Exception handling — a lead with no matching territory, or a domain that already has an open deal, is held in a review queue instead of getting assigned twice.
Preview of a branched workflow that filters incoming leads and routes each one down a different path by score and territory.
What a sales rep actually fights all day
None of it is hard. A lead sits in a shared queue for forty minutes because whoever usually claims them is in a demo. A deal hasn't been touched in nine days but nobody notices until forecast review. A prospect replied Tuesday and the sequence still fired step four on Thursday.
- Step 1
Leads sit in a queue
Whoever refreshes the list first claims it — or nobody does for forty minutes.
- Step 2
CRM entry at day's end
Twenty minutes of typing what already happened, from memory.
- Step 3
A sequence that doesn't know
Step four sends two days after the prospect already replied.
WEXTL is not trying to close the deal for the rep — it handles the routing, the record-keeping, and the repetitive follow-up so the rep spends time on the conversations that actually move a deal.
Example: automate inbound lead routing
A concrete run, start to finish — the kind of routing workflow a sales-ops lead clones from the template library and tunes to match how territories are actually split.
Trigger: a new lead arrives from a web form, an ad campaign, or an inbound email.
WEXTL checks: the lead's domain against named-account and territory lists, employee count or deal-size signal from enrichment, current rep capacity in the round-robin queue, and any VIP or partner-referral rules configured for specific sources.
Human judgment
A lead that matches two territories, an enterprise-tier account, or a source outside the configured rules routes to a sales manager instead of getting auto-assigned. The workflow proposes the match; a person confirms the exceptions.
- Step 1
1. Lead arrives
A form fill, ad click, or inbound email starts the run.
- Step 2
2. Enrich the record
Fills in company size and domain details when the form left them blank.
- Step 3
3. Match territory, or fall to round robin
Checked against saved region maps and named-account lists first; anything unmatched queues to the next rep by capacity, not by who refreshed fastest.
- Step 4
4. Draft the first-touch note
AI writes the rep's opener with the enrichment context already in it.
- Step 5
5. Hold enterprise-tier leads
Above a configured deal size, a manager checks the assignment first.
- Step 6
6. Assign and notify
Owner field is set and the rep gets pinged in Slack.
Closed Won on the CRM record or a completed e-signature starts the run.
Extracts line items, quantities, and payment terms instead of a rep retyping them.
One-time deals route toward invoicing, recurring deals toward a subscription; an account flagged PO-required can't generate an invoice until the number is on file.
Numbers come from the signed document, not a rep's memory of the call.
Custom discounts or extended payment windows wait for finance to review.
Invoice or subscription goes out, the CRM record updates with the reference, and finance and CS get the numbers straight from it — not a Slack message.
Example: automate the quote-to-cash handoff
The same logic, applied to close: turn a signed deal into an invoice or a subscription without a rep emailing finance the numbers by hand.
Trigger: a deal is marked Closed Won, or a proposal comes back signed.
Sources combined: the deal record's amount and terms, the signed document's line items, and whether the account is flagged PO-required or subscription.
Human judgment
A missing PO number, a discount outside the standard range, or a mismatch between the CRM amount and the signed document holds the invoice for finance instead of sending it with a gap.
Who sales workflow automation is for
Not every sales role needs this on day one. It's built for the parts of the job that repeat across a lot of leads, a lot of deals, or a lot of systems.
SDRs and BDRs running outbound
— The same sequencing and reply-detection logic runs across hundreds of prospects, not one inbox.AEs closing complex deals
— Quote-to-cash handles the paperwork so the rep stays on the call, not chasing finance.RevOps and sales ops
— Territory rules, scoring thresholds, and duplicate logic live on a canvas the team can actually audit.Sales managers assigning territory
— Named-account and round-robin rules apply the same way every time, not by who's fastest to claim a lead.Deal desk and finance-adjacent reps
— PO checks and discount thresholds catch problems before an invoice goes out wrong.Teams running inbound and outbound together
— Lead scoring and sequence logic share the same CRM record instead of two disconnected tools.
A pipeline you can actually trust
Stale deals pile up because nobody has time for Friday CRM cleanup, and a forecast built on nine-day-old activity is just a guess with a dollar sign.
A hygiene workflow loops open deals, checks recent activity against a stale threshold, and nudges the owner before the number reaches the forecast call.
- Step 1
Stage changes trigger the check
A deal that skips activity for 14 days gets flagged, not forgotten.
- Step 2
Duplicates get caught early
Same-domain records queue for a confidence-checked merge instead of splitting history.
- Step 3
Owners get nudged, not blamed
A Slack ping names the specific gap, not a generic 'update your deals' reminder.
Connect the tools a sales team already runs on
You don't get to pick the CRM after the fact. Whatever's already the system of record — Salesforce, Pipedrive, Close — is what routing, hygiene, and quote-to-cash have to write to.
These are the integrations most Sales workflows actually use. An HTTP step reaches anything else with an API.
CRM
Finance
Sales
See the full catalog — every app we support, plus an HTTP step for anything else.Explore all WEXTL integrations
42+ apps for Sales
Integrate Sales workflows with the tools your team already uses.
Supported integrations
A week in sales ops, by hand vs. with WEXTL
| Task | By hand | With WEXTL |
|---|---|---|
A new lead comes in | Sits in a queue until someone checks | Routed to the right rep in under a minute |
Logging activity in the CRM | Twenty minutes at the end of each day | Written back automatically after each step |
Third follow-up on a quiet deal | Depends on the rep remembering | Supported |
Knowing where a deal came from | Ask the rep and hope | On the record from the first touch |
Invoicing a closed deal | An email to finance, then a reminder | Created in your finance tool automatically |
Trusting the pipeline numbers | Depends who updated what, and when | Stages move on real events |
Frequently asked questions
The lead is checked against saved territory maps and any named-account list first; if nothing matches, it falls to a round-robin queue weighted by rep capacity, then filtered by a minimum lead-score threshold. Enterprise-tier leads route to a manager for a reassignment check instead of auto-assigning.
A shared domain and a near-identical company name only queue as a candidate. The merge only runs automatically above a configured match-confidence score; below that, or when the candidates hold conflicting field values (different close dates, different amounts), it's held for the deal owner to confirm.
The reply is classified before the sequence reacts. An out-of-office auto-reply does not pause the sequence; a real reply does. Getting this wrong either stops a live sequence on a vacation responder or keeps emailing someone who already answered — both are checked for explicitly.
Yes, and they route differently: a one-time deal goes to QuickBooks or Stripe for a standard invoice, while a recurring deal goes to Chargebee to start a subscription. The branch is decided from the deal type on the CRM record, not assumed.
Accounts flagged PO-required block invoice creation until the number is on file. The signed document is held and finance is notified instead of an invoice going out with a gap that bounces back from AP.
Yes — named-account and territory lists are checked before the round-robin queue, so a target account always reaches its assigned owner even if that rep isn't next in rotation.
Deploy lead routing or CRM hygiene from the Sales solution, connect the CRM and Slack, then lock territory and scoring rules before turning on auto-assignment — hygiene and routing share the same CRM connection, so the second workflow is faster to stand up than the first.
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