Account owners first
A lead from an account that already has an owner goes straight to that owner.
More than Salesforce lead routing
Route Salesforce leadsand book the meeting
Default assigns each Salesforce lead to the right rep, then books the meeting.
Rules, then round robin
Route by headcount, region, or industry, then take turns inside each team.
Book with the routed rep
The lead picks a time on the routed rep's calendar right after the form.
Every core Salesforce object
Route leads, contacts, accounts, and opportunities, and write owners on custom objects too.
The account ownergets the lead first
Match Record finds the account by email domain and sends the lead to its owner. Leads with no owned account go through Rules of Engagement or a round robin queue, and Update Record writes the Owner ID.
Lead to account matching
Domain matching, with tiebreakers when several accounts match.
Rules of engagement
Change a territory once and every workflow that uses the ruleset follows.
Round robin queues
Weights, paused reps, and calendar checks decide who is next.
The rep's calendaropens on the same page
Default starts the Salesforce lookup and enrichment when the visitor leaves the email field, so routing is ready by the time they submit. Display Scheduler then shows the assigned rep's calendar over your page.
Calendar on the form
The calendar opens over your page, with no second form to fill in.
Booked and not booked branches
A fallback host covers reps who are out of office or unavailable.
Follow up on unbooked leads
Alert the owner in Slack or add the lead to a sequence when nobody books.
Every assignment comes with a reason
The Reasoning card shows which reps were scored, which tiebreaker applied, and who got the lead. Workflow errors post to the Slack channel your admin picks.
Routing logs
Trace any lead from the trigger to the rep who got it.
Error alerts in Slack
Send workflow errors to a Slack channel or straight to an admin.
Salesforce setup
The managed package, user mapping, and the Owner ID write-back.
“It’s the control layer we’re using to run GTM from the same brain.”
Matt McGonegleDirector of GTM Operations @ Cortex
FAQ
Questions about Salesforce lead routing
Default assigns Salesforce leads in a workflow: Match Record checks for an account owner, a Round-Robin or Rules of Engagement node picks a rep when there is none, and Update Record writes the Owner ID. Salesforce's own assignment rules give each lead to the first rule entry that matches.
Default routes Salesforce leads by account owner, rules, and round robin, then books the meeting with the assigned rep in the same workflow. Look for a tool that does all 3 and writes the owner back to Salesforce, so reps never wait on a separate scheduling tool.
Default automates it with a workflow that starts when a lead is created in Salesforce or a form is submitted. A Round-Robin or Rules of Engagement node picks the owner, Update Record writes it, and Default selects the Change Data Capture objects the trigger needs when you publish.
Default does both in 1 workflow. Routing decides which team or rep owns a lead, using rules like territory or account ownership, and distribution spreads leads across that team with a round robin queue so each rep gets a fair share.
Yes. Default's Display Scheduler node opens the routed rep's calendar on the same page after the form is submitted, and the workflow continues on a Booked or Not booked branch.
Default uses Change Data Capture only for workflows that start from a Salesforce record change, and each object they watch takes 1 of the objects your org can select. If your org is at that limit, a trigger on a new object can fail to fire even though the workflow publishes.
Related
More on routing Salesforce leads
- Lead routing →
Routing, enrichment, and scheduling for every inbound lead.
- Salesforce round robin →
Take turns across a team with weights and paused reps.
- Salesforce lead to account matching →
Match each new lead to its Salesforce account by domain.
- Salesforce lead assignment rules →
Keep every routing rule in 1 ruleset.
- Salesforce web-to-lead →
Turn website form fills into routed Salesforce leads.
- HubSpot lead routing →
Send each HubSpot lead to the right owner.
Modern foundations for go-to-market
One platform to manage workflows, enrich records, route leads, and schedule meetings.