$6.6m Seed Round led by Craft Ventures
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$6.6m Seed Round led by Craft Ventures
Read more
$6.6m Seed Round led by Craft Ventures
Read more
$6.6m Seed Round led by Craft Ventures
Read more
$6.6m Seed Round led by Craft Ventures
Read more
$6.6m Seed Round led by Craft Ventures
Read more
$6.6m Seed Round led by Craft Ventures
Read more
$6.6m Seed Round led by Craft Ventures
Read more
$6.6m Seed Round led by Craft Ventures
Read more
$6.6m Seed Round led by Craft Ventures
Read more
All Workflow Templates

Assign Target Accounts and Territories

Automate updating CRM object ownership while checking for duplicates

Assigning and reassigning Accounts in Salesforce or HubSpot is a very manual process. This workflow template makes it easy for revenue teams to update CRM Object ownership on autopilot.

Assigning Target Accounts

Default checks 24/7 if an account in your CRM meets the assignment or reassignment ruleset. If it does, Default enriches that account with Clearbit and then looks for a right round-robin queue of reps.

Better RevOps Visibility

Default sends a Slack notification to the new account owner for real-time updates. This quick alert ensures the new owner knows about their new assignment, so they can get started as soon as possible.

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Series uses Default to save 10 hours every week that was previously spent following up to inbound leads in order to schedule a demo.
“At Series, we have now consolidated multiple point solutions for our inbound funnel at half the cost. Intuitive and easy for cross-functional teams to use, we believe that qualifying and routing leads to our sales reps has saved us multiple hours each week.”

Josh S

Chief of Staff, Series

Harmonic added Default scheduling to their web forms and doubled qualified inbound meetings in the first month of using the platform
"Since implementing Default, we've seen a huge uptick in qualified inbound pipeline. Reps used to spend hours per week in meetings with unqualified leads, the ability to filter out junk emails and route leads off headcount has improved conversion substantially."

Akbar K

Growth, Harmonic

OpenPhone increased speed to lead through Default workflows that make routing logic simple, ensuring no leads fall through the cracks.
“Default has helped us at OpenPhone increase the complexity of our lead routing logic, while making it more simple to implement, diagnose and make changes.”

Mak R

Rev Ops, OpenPhone

Salesbricks uses Default forms and scheduling to save 30 hours per month that was previously used to qualify leads before a demo.
"Before using Default, we went back and forth over email with qualifying questions and long surveys before a demo. Default forms have made it incredibly simple to skip the back and forth and turn leads into demos."

Jonathan F

CEO, Salesbricks