Sales Lead Routing

Intelligent Lead Distribution for Sales Teams

Every minute counts when a new lead comes in. EnforcedFlow ensures leads reach the right sales rep instantly, without manual assignment or complex routing rules in your CRM.

Common Challenges

• Uneven distribution - Some reps get overloaded while others have capacity
• Wrong fit - Leads go to reps who aren’t the best match for that prospect
• Slow response - Manual assignment delays first contact
• Territory conflicts - Leads slip through when coverage is unclear

How EnforcedFlow Helps

Route by Territory or Expertise

Use Skill-based Routing to match leads to reps based on:

• Geographic territory (APAC, EMEA, Americas)
• Industry expertise (Healthcare, Finance, Tech)
• Product specialization (Enterprise, SMB, Specific products)
• Language (English, Spanish, German)

Balance Workload Fairly

Use Workload Balancing to ensure fair distribution:

• Priority mode: Senior reps handle high-value leads first
• De-prioritize mode: Balance based on current pipeline size
• Part-time adjustments: Proportional assignment based on capacity

Respect Availability

Use Availability Scheduling to route only to reps who are working:

• Route based on working hours
• Handle time zone differences automatically
• Skip reps on vacation or leave

Understand Lead Intent

Use AI-Powered Routing to analyze leads:

• Inbound form submissions classified by product interest
• Email inquiries categorized by urgency
• Chat requests routed by topic

Example Workflow

Via Email Forwarding (Round Robin Lead Assignment)

1. Inbound lead email arrives
2. Forward to your EnforcedFlow sales group address
3. EnforcedFlow assigns the next rep in rotation
4. Rep receives the lead with full email context

Perfect for quick setup or when you want control over which leads get routed.

Learn more about Email Forwarding →

Via Zapier/Make (Full Automation)

1. Lead submits form on your website
2. Zapier/Make triggers EnforcedFlow
3. EnforcedFlow evaluates:
   • Which reps cover this territory?
   • Who has capacity right now?
   • Who is currently working?
4. Best matching rep is assigned
5. Lead info flows to your CRM with assignment

Results

• Faster response times - No waiting for manual assignment
• Better lead-rep matching - Right expertise for each prospect
• Fair workload - Prevent rep burnout, maintain motivation
• Increased conversion - Leads handled by the best-fit rep