Sales
Lead Routing
Manual lead assignment means slow response times and turf wars. Ambivo Routing applies rules to new leads from forms, email, and integrations — round-robin, territory, product line, or custom logic — so the right owner gets notified in seconds.
Customer journey
See how this feature fits into the way your team works — from first step to the outcome that matters.
From inbound lead to assigned rep
See how Ambivo Routing gets every new lead to the right owner in seconds, automatically.
Lead arrives
A lead comes in from a form, email, or integration.
Rules evaluated
Territory, industry, deal size, or custom field rules decide the right owner.
Rep matched
Round-robin or weighted logic assigns the lead while respecting capacity limits.
Notification sent
The assigned rep gets an instant alert — no manual handoff.
Lead in the queue
The lead appears on the rep's queue with a follow-up task already created.
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Escalation if unclaimed
Fallback rules reassign or escalate leads that go untouched past a threshold.
Key capabilities
Get every inbound lead to the right rep — instantly and automatically.
Flexible rules
Route by geography, industry, deal size, product interest, or custom field values.
Round-robin & load balancing
Distribute leads evenly across reps and respect capacity limits.
Instant handoff
Assigned rep gets a notification and task — lead appears on their queue immediately.
What you can do
- Territory and geo-based routing
- Round-robin and weighted assignment
- Rules triggered on form submit or lead create
- Fallback and escalation paths
- Routing audit log per lead
Part of the Ambivo platform
Works with CRM
Lead management, pipeline visibility, and deal closing — without the complexity.
Explore CRMTry Lead Routing on Ambivo
Free plan available. No credit card required.