Lead Routing & Assignment
Intelligent lead assignment and routing - AI-powered scoring, territory mapping, round-robin distribution, and workload balancing
A hot enterprise lead came in at 11 PM and sat unassigned for 14 hours because your round-robin skipped the west coast rep. Speed-to-lead is everything, and your manual assignment process loses deals before they start.
Who it's for: revenue operations leaders building lead routing systems, sales managers ensuring fair and fast lead distribution, growing sales teams outgrowing manual assignment, companies with territory-based sales models, anyone whose leads sit in a queue too long before first contact
Example
"Set up intelligent lead routing for our 15-person sales team" → Routing system with lead scoring (firmographic + behavioral), territory mapping, round-robin with workload balancing, enterprise escalation rules, and speed-to-lead monitoring — integrated with HubSpot/Salesforce
CLAUDE.md Template
New here? 3-minute setup guide → | Already set up? Copy the template below.
npx ccplaybooks add lead-routing# Lead Routing
Intelligent lead assignment and routing system with AI-powered scoring, territory mapping, round-robin distribution, and workload balancing. Based on n8n's HubSpot/Salesforce automation templates.
## Overview
This workflow covers:
- Lead scoring and qualification
- Territory-based routing
- Round-robin distribution
- Workload balancing
- SLA monitoring and escalationGet new playbooks like this one
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What This Does
Intelligent lead assignment and routing system with AI-powered scoring, territory mapping, round-robin distribution, and workload balancing. Based on n8n's HubSpot/Salesforce automation templates.
Quick Start
Step 1: Create a Project Folder
mkdir -p ~/Documents/LeadRouting
Step 2: Download the Template
Click Download above, then:
mv ~/Downloads/CLAUDE.md ~/Documents/LeadRouting/
Step 3: Start Working
cd ~/Documents/LeadRouting
claude
Examples
Request: "Route this lead: John Smith, CTO at TechCorp (500 employees, SF, SaaS)"
Output:
# Lead Routing Decision