$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

Reassign Leads if No Status Change

Reassign leads from one rep to another if they stay in the same stage for too long

Are you dealing with leads not progressing within your sales process? This workflow template can assist by reassigning these leads from one rep to another so each lead can receive a timely response to their demo or pricing request.

Checking Lead Status

Imagine a scenario where a lead has been at the same stage in Salesforce or HubSpot for a long time. This could mean a missed opportunity or a possible bottleneck. Default can check for lead status changes and trigger a workflow accordingly.

Reassigning Leads

This workflow routes and notifies the next person in line about a new lead that hasn’t been handled according to the SLA. Thanks to Default this process is now fully automated and seamless with great Slack visibility all around.

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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