Smarter Week

How to automate it

How to automate “assign and route new inbound leads”

Here is the best way to spend less time on this, best first. Each comes with steps you can follow today.

15 min
typically, every day
80%
of the time can be automated
Some setup
to set up

Fix 1 of 1

Automation

Route new leads automatically by territory or round-robin

HubSpot lead rotation, Salesforce assignment rules, Chili Piper or LeanData assign each lead the moment it arrives, so no one sorts them by hand.

Typically saves about 75% of the time2 h to set up
  1. 1Write the routing rules: territory, company size, product, round-robin.
  2. 2Set them up in the CRM (HubSpot rotate leads, Salesforce assignment rules) or in Chili Piper or LeanData.
  3. 3Add a fallback owner for leads that match no rule.
  4. 4Notify the rep in Slack or Teams when they get a lead.

Tools: HubSpot lead rotation · Salesforce assignment rules · Chili Piper · LeanData

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Sales Ops / RevOps

HourLeak · the 8-minute work audit

How many hours does this cost you?

The free 8-minute check works out where your week goes and gives you your top fixes. The team scan does the same for everyone and adds it up, so you know which leaks to fix first.

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Other common tasks for Sales Ops / RevOps teams