Outcome. A newly created deal gets an AE owner within minutes, spread evenly across the closing team, so no deal sits unowned in a pipeline.
Workflow map
Enrollment, branches and actions at a glance
lead-routing-009
flowchart TD
A[Deal created in pipeline, owner unknown] --> B[Rotate to AE pool]
B --> C[Set deal routed date, notify owner, create discovery task]
C --> D[Delay 1 business day]
D --> E{Deal still in New stage?}
E -->|Yes| F[Notify sales manager]
E -->|No| G[End, no action]
When to use it, when not to
- UseUse it when deals get created directly (chatbot-to-deal, a sales-assisted checkout, or an inbound deal form) without first going through contact-level routing.
- UseUse it as the deal-object equivalent of lead-routing-002, when the unit that needs an owner is the deal, not the contact.
- SkipDo not use it if deals are always created by converting an already-owned contact; in that case the deal should inherit the contact's existing owner instead of re-rolling the dice, see Variants.
- SkipDo not use it across multiple pipelines with different team ownership (SMB pipeline vs Enterprise pipeline) without adding a pipeline filter first, see lead-routing-032.
The preview ends here. Six sections are in the library.
counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.4 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.8 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.4 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.3 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build.PDF, Markdown, JSON
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
Unlock the full library,
149 EUR
or the lead routing pack, 39 EUR
One-time, excl. VAT. 30-day refund, no questions asked. Founding prices until 31 October, then 199 and 59 EUR. Includes every spec added later, up to the full 500, and the one-click installer on the full library. Building on client portals? The agency licence at 449 EUR covers unlimited client portals.
