SALES
Round-robin assign enriched mid-market leads to AEs
Enriches new leads, filters to mid-market accounts by employee count, then distributes them evenly across available account executives via round-robin and DMs each AE their new…
How it runs
The automated pipeline, trigger to output.
- TriggerNew Lead created in SalesforceSalesforce
- ActionEnrich employee count and revenueApify
- LogicFilter to mid-market only
- ActionRound-robin assign and set ownerSalesforce
- OutputDM assigned AE in SlackSlack
What it does
Filters inbound leads down to your mid-market sweet spot, then spreads them fairly across the AE team using a round-robin counter so no rep gets overloaded. Each AE gets a direct Slack message the moment a lead lands in their queue.
When to use it
Use this when leads should go to AEs by load balance rather than geography, and you want only qualified mid-market accounts (not SMB or enterprise) flowing into the round-robin pool.
How it works
- 1A new Lead is created in Salesforce, firing the trigger.
- 2An enrichment step resolves employee count and revenue band.
- 3A logic filter keeps only mid-market accounts and drops the rest from the pool.
- 4A round-robin selector reads the rotation counter and picks the next AE, then updates the Lead owner in Salesforce.
- 5The chosen AE receives a Slack DM with the lead details and a record link.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect ApifyActors, scrapers, datasets.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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