Complete Leads | Routing | Matching | Round Robin | AI Workflows | No-Code

Highlights

• ONE TOOL, MANY USE CASES
  Complete Leads is more than lead routing. Support for any object matching and routing means you can automate case routing, account assignment, territory management, bulk updates, and more.
• MAKE CHANGES IN MINUTES WITH NO CODE
  The power to make changes in Salesforce is changing hands. Stop waiting to make updates and easily build & manage flows with an intuitive drag-and-drop interface.
• AI WORKFLOWS FOR SMARTER AUTOMATION
  AI workflows that clean up messy data, find missing details, assess what matters, and structure records for smarter segmentation, more accurate routing, and better lead assignment.
• YOUR PARTNER IN YOUR GROWTH.
  We’re all about enablement from product to people. You'll partner with a dedicated Salesforce-certified Customer Success Manager to get you up and running and trained on our solutions.

What Complete Leads | Routing | Matching | Round Robin | AI Workflows | No-Code does

Join other companies like Asana, Cisco, and Coveo, who are speeding up, selling more, and keeping their revenue teams in sync with Complete Leads.

FEATURES THAT MAKE IT POSSIBLE

Matching

- Match incoming records to your existing data to prevent bad data from entering Salesforce

- Proactively dedupe by matching, merging, and auto-converting records

- Cleanse data of inconsistencies with enrichment and normalization

Routing

- Route any object based on any criteria, including by geography, territory, partner, hierarchy, account owner, and more

- Build round robins using standard, weighting, capping or availability-based rules

- Allow teams to manage their own routing rules with nested flows

Automation for RevOps

- Make changes to automation flows in minutes without code

- Automate a variety of processes, including lead routing, account assignment, territory management, bulk updates, and more

- Overcome CRM limitations by routing records, updating fields, and triggering actions across any object in Salesforce

Measure & Optimize

- Notify reps in their preferred channel, including Slack and email

- Keep reps accountable with a real-time response timer

Screenshots