Workflow nodes
Build routing, scheduling, enrichment, CRM, and notification steps on one canvas.
Comparison
Default vs LeanData
Default routes and books across your whole go-to-market stack, while LeanData stays locked inside Salesforce.
“Default replaced a clunky LeanData + Marketo + Salesforce setup in a workflow that we set up in just few hours.”
Korey BeaverMarketing Operations Manager @ People Data Labs
Build multi-object workflows within one canvas
No more building a separate LeanData graph for every object. Default allows you to reference all CRM objects, waterfall enrichment and AI agents within one workflow.
CRM nodes
Create, find, and update Salesforce and HubSpot records from any workflow.
Test runs
Run a workflow with sample trigger data to check each step.
Version history
Every publish saves a version you can view or restore to the draft.
Default vs LeanData workflows
Default
Trigger workflows from any CRM object created or updated
Native HubSpot, Salesforce and 100+ two-way sync integrations
Real-time waterfall enrichment for improved routing accuracy
Custom Slack notifications
Route any standard or custom CRM object
Drag-and-drop workflow builder
Custom AI prompts and agents
Native form builder connected to workflows
Error notifications in Slack
Default vs LeanData workflows
Default
LeanData
Trigger workflows from any CRM object created or updated
Native HubSpot, Salesforce and 100+ two-way sync integrations
Real-time waterfall enrichment for improved routing accuracy
Custom Slack notifications
Route any standard or custom CRM object
Drag-and-drop workflow builder
Custom AI prompts and agents
Native form builder connected to workflows
Error notifications in Slack
Build routing logic on CRM data and enrichment
Use Default's integrations and native enrichment to customize your workflow logic to your team's liking.
Rules of Engagement
Send each record to the right queue or owner based on CRM and enrichment data.
Routing queues
Group reps into queues, and let each queue's policy pick who gets the lead.
Rule fallbacks
Set a backup queue or user for when a rule's first choice can't take the lead.
Routing logs
See the path each lead took through a routing workflow and why each step succeeded or failed.
Default vs LeanData routing
Default
Route leads based on territory or segment
Route leads based on enrichment data
Queue reporting and audit logs
Workflow runs reporting and audit logs
AI error notification for workflow runs
Default vs LeanData routing
Default
LeanData
Route leads based on territory or segment
Route leads based on enrichment data
Queue reporting and audit logs
Workflow runs reporting and audit logs
AI error notification for workflow runs
Give prospects a branded scheduling experience
Brand every booking page with your colors, fonts, and logo, and style meeting emails to match.
Branded booking pages
Theme every public booking page with your colors, fonts, and logo.
Calendar after form submit
Show a branded calendar right after a visitor submits a form, without leaving the page.
Confirmation and reminder emails
Style meeting emails with your logo, colors, and header layout.
Booking form questions
Choose the questions each guest answers before a meeting is confirmed.
Default vs LeanData scheduling
Default
Workflows for meeting booked, cancelled, rescheduled or no-showed
Scheduler custom branding
Selective CRM event sync
Schedule meetings with account owner
Schedule meetings from web forms
Schedule meetings from booking links
Schedule meetings from in-app
Schedule meeting from events
Schedule handoff meetings
Default vs LeanData scheduling
Default
LeanData
Workflows for meeting booked, cancelled, rescheduled or no-showed
Scheduler custom branding
Selective CRM event sync
Schedule meetings with account owner
Schedule meetings from web forms
Schedule meetings from booking links
Schedule meetings from in-app
Schedule meeting from events
Schedule handoff meetings
What our customers say
The world’s best revenue leaders are building their orgs on Default
Default has been a really core pillar in our go-to-market tech stack - we have one tool to do it all.”
Mack CarusoDirector of Revenue Operations, Bland AIIt’s night and day compared to before. Thanks to Default, our revenue system just works, and the team trusts it.”
Korey BeaverMarketing Operations, People Data LabsBecause we moved to Default, we were able to bring more structure to how we think about go-to-market.”
Sarah MaddenHead of Revenue Operations, FERMÀTThe jump in open pipeline was so large that our team thought the number was fake. But it was real and it started right after we launched Default.”
Nick LaffertyGrowth Marketing, ProfoundThe experience has been awesome because when we want to change routing or assignment, we just can do it all through Default super easily.”
Austin HugesCEO, UnifyMy favorite part about Default is having everything in one place. It makes building better routing easier and is 10x more intuitive.”
Liza DukhovaRevOps Manager, Rootly
Modern foundations for go-to-market
One platform to manage workflows, enrich records, route leads, and schedule meetings.