HubSpot · GTM · Routing logic
1
Capture
2
Normalize
3
Score
4
Approve
5
Assign
Playbook preview
Lead Routing Playbook
Leads sit too long before the right owner sees them.
System diagram
Signal flow with approval gate
- Inputs
- Forms, enrichment, CRM ownership, territory rules
- Review checkpoints
- Scoring thresholds, SLA exceptions, owner override rules
- Handoff artifact
- Routing map + QA cadence