Automatically route and reassign sales leads before they go cold

New leads are assigned to reps in turn and automatically reassigned if nobody follows up in time.

How the work actually flows

It repeats. Repeats no confirmation from rep; a person is alerted when a step fails.

Pattern: Structured Loop (21)

flowchart TD trig>"new lead submitted"]:::trig s0["Assign lead to next rep"]:::task s1(("Request contact confirmation")):::human s2["Check for rep response"]:::task trig --> s0 s0 --> s1 s1 --> s2 lp{"response time limit expires"}:::gate s2 --> lp lp -. "no confirmation from rep" .-> s0 lp -->|"finished"| out out[/"lead promptly contacted"/]:::out pay{{"fewer leads go cold"}}:::pay out --> pay esc(("Alerts a person")):::human s1 -. "if it fails" .-> esc esc -.-> out classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepA personRepeat or finishResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
CRM & Sales PipelineMessaging & NotificationsSpreadsheet & Database OpsAPI & Webhook IntegrationSurvey & Feedback
Connects
Google SheetsSlack

The problem it solves

Leads come in and sit in an inbox or spreadsheet while reps get busy, and by the time someone follows up the prospect has cooled off or gone to a competitor. You have no easy way to know which leads are being ignored or to make sure work gets spread fairly across your team.

Who it fits

A sales team without a full CRM that needs leads answered fast and distributed fairly.

How it works

  1. A new lead comes in through your intake form
  2. The lead is assigned to the next available sales rep in rotation
  3. The rep gets a Slack message asking them to confirm they've made contact
  4. If no one responds within the time limit, the lead is automatically reassigned to the next rep
  5. Repeated delays trigger an alert to a manager
What you get

Leads that never sit untouched

New leads get assigned to your next available rep and automatically reassigned if nobody follows up in time.

What you get

A constantly updated lead tracker in Google Sheets and timely Slack alerts to whoever should be working each lead.

What you need

A Google Sheets account and a Slack workspace.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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