Webhook Templates & Intelligent Ownership Routing for Slack DMs! 💌

We're kicking October off with a couple small (but mighty) product updates to make your life easier.

Webhook Templates

First, our new Webhook Template feature. If you use Correlated's "Webhook: Send to URL" action in Playbooks to connect with any downstream tools that we don't have first-class integrations for yet, you're in luck.

Instead of having to individually map the fields you want synced for every new Playbook you build, now you can simply create "templates" for the ones you use regularly!

For example, let's say you want to sync Correlated's PQL Score, Activity Score, and usage data to your CRM, like Pipedrive. Just create a template that maps all of those fields and next time you set up a Playbook action, that template will be ready for you to select and launch ASAP.

Ownership Routing for Slack DMs

Next, we added support for Lead Ownership Routing via our Slack DM action! If you remember from our earlier announcement, you can use Correlated's Ownership Routing to intelligently "round-robin" assign leads to a group of owners based on Playbook logic.

For example, if an account receives a high conversion PQL score and has 500+ employees, you can evenly distribute these leads between a team of enterprise reps.

Now, you can use this assignment to deliver Slack Direct Messages! As soon as a new lead triggers your Playbook, we'll route them to a rep and maintain that assignment when firing the Slack alert.

Thanks for reading!