Rules of Engagement
Send each lead to the right owner or queue on CRM and enrichment data.
Comparison
Default vs Qualified
Default routes form fills to the right rep and books the meeting, in Salesforce or HubSpot.
See how the 2 tools compare
Default
Qualified
Best for
- Most demand comes through forms and booking links.
- You want 1 set of routing rules for every source.
- You run HubSpot without Salesforce.
- You'd build your own chat agent on Default's API.
- You want an AI agent for live chat, voice, or video.
- You're buying Agentforce.
- You have heavy traffic and a Salesforce admin.
Built for
Routing and booking for every inbound source
An AI agent that talks to website visitors
Website chat
Build your own chat agent on Default's API, with the same rules as your forms
Piper by text, with voice and video sold separately
Routing rules
Queues and Rules of Engagement shared by forms, booking links, and the API
Set inside Qualified
Forms
Captures your forms, enriches as the email is typed, calendar on the form
Follows up on HubSpot and other form fills
Enrichment
4 providers
Waterfall on every plan
Visitor identification
Clearbit Reveal for companies, Vector for people
Company level
CRMs
Salesforce, HubSpot, or both
Salesforce required
Qualified prices by quote
Qualified sells custom contracts that often reach high five to six figures a year, and it requires Salesforce.
Default
Qualified
Website chat that books meetings
Your own chat agent on Default's APIIncluded
QualifiedNot public
Per year for 10 reps
Growth plan and 10 seats$20,400
1 contractNot public
Phantom costs
Routing on HubSpot alone
Salesforce, HubSpot, or bothIncluded
Requires Salesforce
1 rule set for forms, links, and chat
1 rule set for every sourceIncluded
Rules set inside Qualified
Qualify requests on your sales criteria
Workflows check the work email, company size, and account owner before routing, with the same rules for every source.
Round robin queues
Group reps into queues and let each queue's policy pick the rep.
Routing logs
See why each lead went to the rep who got it.
Book qualified visitors with the right rep
The API returns the routed rep's open times and books the meeting, so your own chat agent follows the same rules as your forms.
Routing and booking for AI agents
Give your own chat agent the routed rep's open times.
Route and book by API
Route a lead and book the meeting from your own code.
MCP server
Let AI agents read and run Default through MCP.
Automate the handoff across your tools
Booked meetings update the CRM, and leads who don't book get a follow-up sequence and a Slack alert to the owner.
Booked and Not booked branches
Run different steps for leads who book and leads who don't.
Calendar on the form
Open the routed rep's calendar on the same page as the form.
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
FAQ
Questions about Default vs Qualified
Default routes and books leads from forms, booking links, and your own chat agent with 1 set of rules, in Salesforce or HubSpot. Qualified sells Piper, an AI agent that chats with visitors, and requires Salesforce.
Default's Growth plan is $15,000 a year plus $45 a month for each Routing + Scheduling seat. Qualified sells custom contracts across its Premier, Enterprise, and Ultimate tiers, which often reach high five to six figures a year.
Default has no built-in chat agent, so teams build their own on Default's API, and it routes and books with the same rules as their forms. Piper is Qualified's ready-made AI agent, now an Agentforce agent since Salesforce bought Qualified.
Yes. Default runs on Salesforce, HubSpot, or both, while Qualified requires Salesforce.
The marketing engine behind the best teams
One platform to manage workflows, enrich records, route leads, and schedule meetings.