Automation & Workflows

Task Assignment & Routing

Automatically assign tasks and route leads based on rules, round-robin, or territory to ensure fast, fair distribution.

Automatic task creation
Smart lead routing
Round-robin distribution
Territory-based assignment
SLA monitoring

Right Lead, Right Rep, Right Time

Manual lead assignment is slow and unfair. Our automated routing ensures leads get to the right rep instantly, with perfect distribution and SLA tracking.

Intelligent Routing Rules

Route by territory, account ownership, industry expertise, capacity, or any custom criteria. Complex routing logic, simple setup.

Key Capabilities

Routing Methods

  • Round-robin distribution
  • Territory assignment
  • Account-based routing
  • Skill-based matching
  • Weighted distribution
  • Availability-aware routing

Task Automation

  • Auto-task creation
  • Due date calculation
  • Priority assignment
  • Reminder scheduling
  • Escalation rules

SLA Management

  • Response time tracking
  • Assignment SLAs
  • Escalation triggers
  • Performance alerts
  • SLA reporting

Speed to Lead

Studies show 5-minute response times generate 8x more conversations than 30-minute responses. Automated routing gets leads to reps in seconds, not hours.

Fair Distribution

Round-robin ensures equal opportunity distribution. Weighted routing balances for capacity and performance. Either way, no more cherry-picking or uneven workloads.

See Task Assignment & Routing in action

Get a personalized demo and see how this feature can help your team.

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