Route New Self-Serve Signups to Sales Reps

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.