SALES
Route New Inbound Leads to the Least-Loaded Rep
On each new inbound lead webhook, routes the lead to the rep in the matching territory who currently has the most open capacity in Snowflake, assigns ownership in Salesforce.
How it runs
The automated pipeline, trigger to output.
- TriggerInbound lead webhook receivedHTTP webhook
- LogicMatch lead to territory
- ActionRead rep open capacity from SnowflakeSnowflake
- ActionAssign lead owner in SalesforceSalesforce
- OutputAlert assigned rep in SlackSlack
What it does
Replaces round-robin lead routing with capacity-aware routing. When a new lead arrives, it matches the lead's territory, checks live rep load in Snowflake, and assigns the lead to whoever has the most room right now — so fast-moving inbound never piles onto an already-buried rep.
When to use it
Use it for inbound demo requests, content downloads, or form fills where speed-to-lead matters and you want even distribution weighted by current workload rather than a blind rotation.
How it works
- 1Trigger on an inbound lead webhook carrying the lead's region and segment.
- 2Branch: derive the matching territory from region and segment.
- 3Query Snowflake for the open capacity of every eligible rep in that territory.
- 4Pick the rep with the most available capacity.
- 5Create or update the lead in Salesforce with that rep as owner.
- 6Send the rep an immediate Slack alert with the lead details so they can act on it fast.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect SnowflakeWarehouses, queries, shares.
- 3Connect SalesforceAccounts, opportunities, cases.
- 4Connect SlackChannels, DMs, threads, mentions.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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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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