Every lead to the buyers who want it.
A routing setup sends each lead down the first branch whose rule it matches, such as state is one of TX, FL, AZ, into that branch's own list of buyers.
site-images/feature-lead-routing-hero.webp · 16:10How does lead routing work?
A routing setup is a list of branches, checked in order. Each branch has a preset, a reusable rule like state is one of a list, and its own waterfall of buyers. The first branch that matches the lead wins.
A lead that matches no branch goes to the default branch. Presets are shared, so the same state list can drive every routing setup you run.
site-images/feature-lead-routing-diagram.webp · 4:3Lead routing, step by step
Set it up once, let it run, and check what happened whenever you like.
Write the rule once
A preset is a rule like state is one of TX, FL, AZ. Save it once and use it in every routing setup.
site-images/feature-lead-routing-1.webp · 16:10How it works
Get started- Write a preset
State is one of TX, FL, AZ, or consent is true. Save it to reuse.
- Add branches
Each branch pairs a preset with its own buyers, in priority order.
- Attach your forms
Every form and lead ad that feeds this routing setup shares it.
What you can set
Operators
Equals, contains, in a list, greater than, is empty and more.
Shared presets
Write a rule once and use it everywhere.
Default branch
Where a lead goes when no branch matches.
Per-routing overrides
Change one buyer's settings for one routing setup.
Events
Conversions and CRM events fired when a lead sells.
Test before going live
Run a sample lead and see which branch it takes.
Sell every lead to the right buyer
Decide who gets each lead, in what order, and how many each buyer takes.
Sell to your best buyer first
Offer each lead to your best buyer, then the next. Sold once.
Learn more →