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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.

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

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Preview of a branched workflow that filters incoming leads and routes each one down a different path by score and territory.

Preview of a branched workflow that filters incoming leads and routes each one down a different path by score and territory.

What Sales teams automate

Speed to leadA new lead is scored, routed, and in the right rep's hands in under a minute.
CRM that stays cleanRecords update themselves after every call, form, and signature — no end-of-day data entry.
Follow-ups that stickSequences pause when a prospect replies and resume when they go quiet again.
Quote to cashA 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.

  • Inbound leads - Scored and assigned before a competitor picks up the phone.
  • Territory rules - Applied the same way every time, no spreadsheet lookup.
  • Hot accounts - Ping the owner in Slack the moment they come back.
  • The queue - Round-robins fairly instead of favoring whoever refreshed first.
Preview of a branched workflow that filters incoming leads and routes each one down a different path by score and territory.

Preview of a branched workflow that filters incoming leads and routes each one down a different path by score and territory.

A pipeline you can actually trust

Stale deals pile up because nobody has time for Friday CRM cleanup.

A hygiene workflow loops open deals, checks recent activity, and nudges the owner before the forecast turns fiction.

No deal dies of silence

Sequences stall when a prospect replies — or they keep blasting after the reply.

Pause on reply, resume when it goes quiet, and log every touch so the next rep sees the trail.

  1. 1

    CRM stays current

    Stages, fields, and activity update themselves as deals move.

  2. 2

    Calls log themselves

    Every touch lands on the record the moment it happens.

  3. 3

    Sales templates

    Routing and follow-up flows, ready to clone.

From signed to invoiced without a handoff email

Closed-won should be the easy part. Instead it's an email to finance, a missing PO number, and an invoice that goes out a week late.

Connect the CRM to your finance tool and the handoff disappears: the moment a deal is marked won, the invoice is created with the numbers already on the record.

836+ supported apps

Connect the tools your team already uses with WEXTL.

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A week in sales ops, by hand vs. with WEXTL

TaskBy handWith WEXTL
A new lead comes in
Sits in a queue until someone checksRouted to the right rep in under a minute
Logging activity in the CRM
Twenty minutes at the end of each dayWritten back automatically after each step
Third follow-up on a quiet deal
Depends on the rep rememberingSupported
Knowing where a deal came from
Ask the rep and hopeOn the record from the first touch
Invoicing a closed deal
An email to finance, then a reminderCreated in your finance tool automatically
Trusting the pipeline numbers
Depends who updated what, and whenStages move on real events

Frequently asked questions

Score and route on the canvas so the owner is set and notified in under a minute — without a morning triage spreadsheet.

Start automating with Sales 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.