Lead Routing for Close CRM
Close CRM has basic lead routing built in. Workflows can randomly assign leads across your team, and inbound call routing can distribute calls round-robin. But once you need weighted distribution, custom rules based on territory or deal size, escalation, or availability-aware routing, you’re into Zapier workarounds and duct tape.
RouterJet is the most powerful lead routing tool for Pipedrive. We’ve been at this for eight years, and we’ve routed millions of leads to the right rep, fast. Now we’re exploring bringing that same engine to Close CRM. Here’s what it would look like.
Round Robin to Available Reps
Set work hours for each team member (e.g., M-W-F, 8am-5pm) and if someone calls in sick you can take them off the roster with one click and easily put them back. RouterJet ensures you fairly send leads to reps that are working today. See how round robin works →
Alerts via Email, WhatsApp, SMS, Telegram or Slack
Choose the type of notification that works best for your sales team. Speed up follow-ups on new leads with instant alerts so your team can respond from anywhere, ensuring no opportunity is missed. Set up SMS alerts → or Telegram alerts →
Escalation
Never let leads go cold again! If the new lead owner doesn’t follow up, RouterJet will re-assign the lead to an available agent so they can respond immediately. Escalation time can be customized to fit your business needs. Learn more about escalation →
Custom Routing Rules
Send leads to salespeople based on specific lead attributes (e.g., location, deal size, source). For example, send all leads from California to Mary + John and send leads from New York to Josh. Build complex rules with nested condition groups using AND/OR logic. See custom rule examples →
Weighted Lead Assignment
Send more leads to your best sales agents or limit leads for newer employees. Assign a weight to each rep to control how leads are distributed. Higher weighted reps receive more new leads automatically.
Lead Distribution Analytics
Get a grip on performance: How long does it take your team to follow up on new leads? How many leads come in when your team is offline? Get daily, weekly, or monthly reports.
No More Zapier Workarounds
Stop duct-taping lead routing together with Zapier zaps. RouterJet replaces fragile multi-step automations with a purpose-built routing engine that’s faster to set up, easier to maintain, and more reliable. See why teams switch from Zapier →
RouterJet for Close CRM is not built yet
We are currently building RouterJet for Pipedrive and exploring support for Close CRM. If you’d like to be notified when it’s ready, sign up below to join the interest list and receive a discount when we launch.
