$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

Enrich and Route New Leads to Existing Accounts

Improve your CRM data hygiene with automatic lead-to-account routing

Any revenue team needs to handle new leads the right way. This workflow template helps revenue teams add more context to and distribute leads to right accounts while improving CRM data hygiene.

Lead Enrichment

The workflow starts when a new lead is made in Salesforce. With Clearbit and Apollo.io, Default adds more relevant data to the lead. This then can be used to update existing account with new enrichment data.

Lead-to-account Routing

If relevant account in CRM is found, Default sends and converts the lead while assigning it to the Account Owner. It also sends a notification to the Account Owner through Slack to keep them updated. This makes the process of keeping track and following up on leads more efficient.

Account Creation for New Leads

If there's no existing account, Default makes a new one. It then shares the lead equally among the sales reps. A Slack notification is sent to the new Account Owner so they know what's happening.

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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