Workflow · Sales automation
Automated Lead Routing — every lead with the right rep
When a lead arrives, a rule decides — not a spreadsheet. Routing by ICP, territory, language and account owner in real time.
What is Automate Lead Routing?
Lead routing is the automatic assignment of new leads to the right sales rep based on rules like industry, region, company size or account owner. Clean routing improves response time by an average of 78% and lifts conversion rates significantly.
Many B2B sales teams lose up to 30% of inbound leads — not because the offering is weak, but because no one feels responsible in time. Amplifa Lead Routing distributes inbound leads to the right rep in real time, deduplicates against the CRM, respects existing account ownership and notifies the team via Slack or Teams. Result: sub-5-minute response, zero orphaned leads, clean account mapping.
How to set up this workflow
- 01 — Define routing rules. Industry, region, company size, language, deal size or account owner — combine freely.
- 02 — Activate CRM mapping. Amplifa checks HubSpot, Salesforce or Pipedrive for existing owners and prevents duplicates.
- 03 — Connect triggers. Web forms, website identification (Salesviewer), LinkedIn inbound or campaign replies.
- 04 — Set up notifications. Slack, Teams or email to the assigned rep — including lead briefing from firmographics + intent data.
What you get
- Response time under 5 minutes instead of 24 hours
- No more lost inbound leads
- Clean account mapping in your CRM
- Fair lead distribution across the team (round-robin or weighted)
Typical use cases
- Mid-market machinery with 3 sales regions. Inbound leads from the contact form are routed by postal-code zones to the North, South and West reps.
- SaaS sales with named-account list. Leads from target accounts auto-route to the assigned AE; everything else lands in the SDR pool.
- Multilingual inbound distribution. French, Italian and English inquiries auto-route to the respective language teams.
Frequently asked
How fast is lead assignment?
Under 60 seconds from form submit to Slack notification at the assigned rep.
Does it work with HubSpot and Salesforce?
Yes. Native integration with HubSpot, Salesforce, Pipedrive and Microsoft Dynamics 365.
What happens with duplicates?
Amplifa detects duplicates by domain, email and company. Existing account owners stay assigned.
Which routing logics are supported?
Round-robin, weighted round-robin, rule-based, named-account matching or hybrid models.
What does automated lead routing cost?
Included in Amplifa — no per-lead fees, no limits on routing rules or recipients.
What happens when a rep is on vacation?
Out-of-office status (from calendar or manually set) automatically removes the rep from routing.
Can I route leads by language?
Yes. Amplifa detects lead language from form, domain or IP and assigns to language-capable reps.
What's the typical response-time improvement?
B2B teams reduce time-to-first-response from avg. 9 hours to under 5 minutes — conversion rises 21–35%.
What if a lead already has an owner?
Amplifa respects existing CRM account ownership and notifies the owner instead of reassigning.
Related workflows
- Automate Reply Handling — Classify replies (interested, later, not now, OOO) and trigger the right next step automatically.
- Automate CRM Enrichment — Auto-write firmographics, tech-stack, headcount and buying signals into your CRM.
- Automate Meeting Booking — AI detects booking intent, proposes slots and sends calendar invites — without back-and-forth.