$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

Route New Self-Serve Signups to Sales Reps

Route new product signups to your sales team if they're qualified

Looking for a way to manage new self-serve signups? This Default workflow template can help route new product signups to your sales team if they meet your qualifying criteria.

Routing Qualified Signups

Default enriches all of your product self-serve signups with Clearbit. Then using enrichment and your CRM data Default qualifies new signups as they come in. If a signup is qualified for a sales-led motion, Default routes that lead or account to the right sales reps and automatically puts them into an Apollo.io sequence.

Dealing with Unqualified Signups

If a user doesn't meet the criteria, because (for example) they used a personal Gmail to sign up — Default triggers a HubSpot marketing campaign with relevant product information.

Slack Notifications

Default keeps everyone updated with real-time Slack messages about new signups and whether they're qualified or not. Default's workflow template is a useful tool that makes sure new self-serve signups are efficiently routed to sales reps.

Checking to see if you qualify...
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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