Flow 065 · Speed-to-lead routing

Every inbound lead with the right rep in under a minute.

When a demo request or inquiry comes in, the flow looks up the company, scores it, routes it to the right territory rep and sends the prospect a booking link right away. If the rep does not respond, it moves on.

Try it below. Sample company: Larkspur & Co. (fictional).

Larkspur & Co.Live run · sample data
Demo
Pick a scenario, then step in when a person is needed

What lands with your team

Inbound leads cost real money, and many wait hours for a first reply. This flow gets each lead to an owner immediately, gives the prospect a way to book, and does not let a lead sit with a rep who is busy or away.

0steps run automatically
0decisions made by a person
0steps logged for audit

Sample company and sample numbers, for illustration.

How it works

Starts when
A demo request, inquiry or form fill arrives.
Runs automatically
Looking up company size, industry and location; scoring and routing by territory, segment or round robin; instant booking link to the prospect; reassigning leads that are not picked up in time.
Where AI helps
Optional: reading free-text form answers to score fit and route to the right rep.
Where you’re in charge
Reps own every conversation. Sales leadership sets the routing rules.

What stays with a person

  • Every sales conversation
  • The routing and scoring rules
  • Leads from existing customers, which go to their account manager

What’s included

  • Looking up company size, industry and location
  • Scoring and routing by territory, segment or round robin
  • Instant booking link to the prospect
  • Reassigning leads that are not picked up in time
  • Runs on: Power Automate, Dynamics 365, Salesforce or HubSpot, Teams, Outlook, Microsoft Bookings or Calendly
Build size M · medium

Questions teams ask

Will prospects get spammed?
No. They get one acknowledgment with a booking link. Everything after that is a real conversation with a rep.
Can it tell existing customers apart from new leads?
Yes. It checks your CRM first and routes existing accounts to their account manager.
Will we need new Microsoft licenses?
Often not. Many of these flows run on what you already have in Microsoft 365. Some steps need premium connectors or AI credits, so we check your current licenses on the first call and tell you exactly what, if anything, you would add before you commit.

Want this for your team?

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