‹ Back to workflows
Performance-Based Lead Routing
✎
Workflow is OFF
Review and publish
⚠ Alerts
📊 Details
◎ Set goal
Actions
Settings
Goals
Changes
👥 Enroll
⚛ Test
More
▸ Show minimap
+
−
50%
👤
Contact enrollment trigger
Enroll on
new lead
. Assess engagement signals: emails clicked, web sessions, content downloads, form fills, page visits.
+
⚙ 1. If/then branch
Actions ▾
Branch on overall
lead engagement
level
High engagement
+
📤 Assign
Actions ▾
Route to
top-performing rep
+
☑ Task + notify
Actions ▾
Priority follow-up task
END
Standard
+
📤 Assign
Actions ▾
Standard follow-up queue
+
✉ Send email
Actions ▾
Nurture content
END
Routes leads to reps by engagement strength — an extension of Ethan's lead-scoring and routing work.