Route Your Leads with Correlated's Owner Assignment Feature 🔀

Does your sales enablement tool make assigning leads a nightmare? Do you wish you had the freedom to customize routing to your exact specifications? Now, you can with Correlated's brand new lead owner routing feature.

Inside Correlated's Playbooks, flexibly combine data from any source to target different types of customers, then use these conditions to round-robin assign the leads who trigger the playbook equally between a specified "Owner Group" of reps.

From there, you can automatically add users to a Salesloft cadence, create a Salesforce task, add users to an Outreach sequence, or send a webhook to another app and we'll manage the new assignment!

Our new ownership assignment feature enables powerful use cases - here are a couple to spark your imagination:

1. Route new sign ups who receive a high PQL score to your SDR team

2. Route trialing customers of different company sizes to the right onboarding rep

3. Route inbound leads to the proper sales team based on their region

Get started today to see how Correlated's lead routing can improve your sales process!

Already have an account? See our documentation to learn how to set this up yourself.