The Workflow Library

Library / Lead routing / lead-routing-023

Route leads by language (property or browser locale) to native-speaking rep

Lead routingContactSales Hub ProfessionalIntermediate~30 min to buildalso needs Marketing Hub ProfessionalFull spec

This spec is filed under Sales Hub Professional, and one of its steps belongs to another subscription: add to static list needs Marketing Hub Professional. Both are required to build it as written.

Outcome. A lead who prefers to be handled in their own language reaches a rep who speaks it, instead of a generalist who has to loop in a colleague mid-conversation.

Workflow map Enrollment, branches and actions at a glance lead-routing-023
flowchart TD
    A[Contact created / Preferred language set] --> B{Preferred language?}
    B -->|french| C[Rotate to French pool]
    B -->|spanish| D[Rotate to Spanish pool]
    B -->|german| E[Rotate to German pool]
    B -->|dutch| F[Rotate to Dutch pool]
    B -->|english / other / blank| G[Rotate to English pool + flag for review]
    C --> H[Set routed date, notify, create task]
    D --> H
    E --> H
    F --> H
    G --> H
action or delay branch public on every spec, paid or not

When to use it, when not to

  • UseUse it when the sales team has reps who each cover one or more languages, separate from or layered on top of territory-based routing.
  • UseUse it when preferred language can be captured directly, through a form field or a language-specific version of a page or form.
  • SkipDo not use it as the only routing key if territory already implies language reliably (for example a single-language country); combine the two only where they can actually disagree, see Known pitfalls.
  • SkipDo not rely on browser locale alone as your only signal; it reflects device settings, not necessarily the person's actual preferred business language.
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.3 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.22 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.5 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.