Compass and Salesforce automations — Lead Scoring & Routing

Ready-made scenarios where Compass and Salesforce work for you (lead scoring & routing): pick one — a copy appears in your account and runs on its own.

13 scenarios

Ad leads delivered to your messenger
Lead scoring and routing: hot leads straight to sales
Inbound leads scored, with alerts and draft replies for the hot ones
Instant calling and booking of new ad leads
High-value lead alerts — to chat, sheet and calendar
Scoring and routing leads from form submissions
Capture and route leads from every channel
Score event RSVPs and route them to sales
Website leads — enrichment, scoring and routing to CRM
Website lead scoring — a task for the rep only on the strong ones
Incoming lead sorting and routing — automatically
Lead verification, enrichment and sorting — automatically
Sort email leads and file them into the CRM — by importance