Say goodbye to manual assignments and misrouted records. Automate your Salesforce workflows to connect the right data with the right person, every time.

• Customizable Logic

• Seamless Automation

• Improved Efficiency

Route leads the moment they arrive. Alert reps right away to take action. Respond faster to increase conversions.

Route leads the moment they arrive. Alert reps right away to take action. Respond faster to increase conversions.

Route leads the moment they arrive. Alert reps right away to take action. Respond faster to increase conversions.

SMART RECORD ROUTING

Effortlessly streamline record assignment to ensure every lead reaches the right rep without delays.

• Assign based on rep schedules, including out-of-office and working hours.

• Limit records to balance workloads and prevent overload.

• Direct leads using criteria like record fields, skills, or geographical locations.

✔︎ Automated Assignment
✔︎ Real-Time & Customizable Notifications
✔︎ No Custom Code Required
✔︎ Flexible Configuration
✔︎ Advanced Routing Rules
✔︎ Dynamic Workload Management
✔︎ Fair Distribution
✔︎ SLAs Reassignment and Reporting
✔︎ User-Friendly Interface
✔︎ Integrated Workflows