Library / Lead routing / lead-routing-003

First-contact SLA timer with owner reminder task

Lead routing Sales Hub Professional Contact Intermediate ~40 min to build

Outcome. Every newly assigned lead gets a countdown: the owner is reminded before the SLA expires, and a manager is notified the moment it does, so no lead sits untouched.

Workflow mapEnrollment, branches and actions at a glance
flowchart TD
    A[Lead routed date set + owner known] --> B[Create SLA call task, due 3h]
    B --> C[Delay 3 business hours]
    C --> D{Contacted since routing?}
    D -->|Yes| E[Set SLA met = true, end]
    D -->|No| F[Warn owner by internal email]
    F --> G[Delay 1 business hour]
    G --> H{Contacted since routing?}
    H -->|Yes| E
    H -->|No| I[Set SLA met = false]
    I --> J[Notify manager + create escalation task]

When to use it / when not to

What the full spec adds

  • Prerequisites: 4 items, every property with its internal name, type and options
  • Enrollment: trigger, criteria as ticked in the UI, re-enrollment rule, suppression
  • Steps: 3 numbered actions with their parameters, branches and delays
  • Known pitfalls: 5 traps seen in production
  • Test plan, Variants and the YAML build spec
  • Files: PDF, Markdown, properties JSON to create the fields in one API call

One-time payment. Includes every spec added to the pack later, up to the full 500. Consultants: Everything, forever adds the agency licence for unlimited client portals.

Everything add-on Install this workflow in my portal Two clicks: authorise your portal, confirm. Properties created, workflow delivered switched off, ready to review. Coming to Everything and Pro buyers first.