Routing workflows
Best-in-class lead routing workflows with extensive GTM integrations.
Auditable lead routing for scaling teams
A new foundation for high-performance lead routing workflows and programmatic access.
Waterfall enrichment
Native waterfalls for the fastest mid-workflow enrichment on the market.
Assignment queues
Tailored queues for round-robin distribution around territories and segments.
Audit logs
Comprehensive logs and error notifications to keep lead routing running smoothly.
Extensibility
Default MCP
Launch workflows, manage routing logic, and audit logs in the terminal.
Inbound lead routingwith enrichment and scheduling
Instant scheduling workflows with enrichment, lead qualification, and a calendar pop-up for demo requests on the site.
Built-in enrichment
Enrich every form fill with confirmable data waterfalls.
Logs & error notifications
Comprehensive workflow logs and error notifications if things break.
Email sequencing & Slack
Turn high-intent visits and page activity into real-time routing and follow-up.
Route and enrich CRM records
Replace Apex, HubSpot workflows, and Zapier workarounds with a modern go-to-market workflow engine.
Multi-trigger
Run the same flow off record updates and creates.
Scheduled runs
Re-run critical update flows periodically.
Cross-system routing
Manage complex flows involving multiple CRMs.
Turn product leadsinto opportunities
Route PQLs and product signups across the team for timely engagement with context.
Product signups
Enrich and route new users based on account fit, product activity, territory, and ownership.
Usage signals
Trigger the right sales motion when users activate, hit key milestones, or show expansion intent.
Manage routing policies globally
Build overarching policies to govern groups of routing queues to quickly fine-tune your go-to-market.
Routing queues
Route evenly across territories and segments.
Governing policies
Set global rules and apply them to all queues.
Assignment logs
Review record assignments across your team.
“It’s the control layer we’re using to run GTM from the same brain.”
Matt McGonegleDirector of GTM Operations @ Cortex
Agent infrastructure
The infrastructure underneath the agent
Data
A unified data layer for every go-to-market agent.
Tools
Every tool agents need to run your go-to-market.
Agent infrastructure for go-to-market
Default unifies your revenue data, gives agents the tools to act on it, and deploys an orchestrator that coordinates work across your entire go-to-market.