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 and Close CRM. We’ve been at this for eight years and routed millions of leads to the right rep, fast — and the same battle-tested engine powers both platforms, feature for feature. Start a free trial or read on for what’s available.

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 to set up round robin in Close.

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 on email, SMS, WhatsApp, Telegram, or Slack so your team can respond from anywhere, ensuring no opportunity is missed. Each notification includes a direct link to claim the lead and open it in Close. Follow the Telegram alerts guide for a channel-by-channel walkthrough.

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.

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.