Round-robin lead routing with a response clock

The scenario hands leads to reps in rotation, pings them in the messenger and reassigns after an hour of silence. Stuck leads get escalated to the manager.

  • Leads are shared fairly, in rotation
  • No reply in an hour and it moves on
  • Only the assigned rep can claim a lead
  • The manager sees the ones that keep bouncing
n8n FormGoogle SheetsWebhook
Set it upScriptera

How it works

To pass leads from salebot to Web Form automatically, use a ready-made scenario — no manual copying, no lost leads.

  1. Starts when: 1) Form Trigger (New Lead)
  2. Then: 2) Prep Lead
  3. Then: 3) Get Sales List (active=ON)
  4. Then: 4) Build Sales List
  5. Then: 5) Get routing_state (last_index)
  6. Then: 6) Initial Assign (Round Robin)
  7. Then: 7) Update routing_state
  8. Then: 8) Upsert Lead (leads sheet)
  9. Then: 9) Slack Notify (New Lead) & Button
  10. Starts when: SLA Trigger (every 1 hour)
  11. Then: SLA) Get Sales List
  12. Then: SLA) Build Sales List
  13. Then: SLA) Get Leads (stage=NEW)
  14. Check: SLA) If last route >= 1 hour
  15. If yes: SLA) Re-route to next sales
  16. Check: IF route_count >= 10
  17. If yes: Set Manager id
  18. Then: ESC) Get escalation flag
  19. Then: ESC) Normalize flag result
  20. Check: ESC) If not escalated yet
  21. If yes: 🚨 SLACK ESCALATION
  22. Then: ESC) Set escalation flag
  23. If no: SLA) Update lead (after reroute)
  24. Then: SLA) Slack Notify (reroute) & Button
  25. Starts when: STAGE) Webhook (/demo-stage-update)
  26. Then: STAGE) Prep Payload
  27. Then: STAGE) Lookup lead by lead_id
  28. Then: STAGE) Authorize click (must be assigned sales)
  29. Check: STAGE) If authorized
  30. If yes: STAGE) Update lead stage to CONTACTED
  31. If no: STAGE) Slack Feedback - Not allowed

You can launch this salebot + Web Form integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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