Everything LeadRouter does — and nothing it doesn't. No feature bloat, no enterprise fluff. Just the tools your team actually needs to route leads and contacts in Salesforce.
Distribute leads and contacts evenly across your rep pool. Tracks position per rule so nobody gets skipped.
Route by region, segment, product line, or any Salesforce field. Stack multiple conditions with AND/OR logic and drag to set priority.
When a lead belongs to an existing account, route it straight to the account owner. No hand-off needed.
Catches duplicate records before they get routed. Avoids two reps working the same prospect.
Matches incoming leads to existing accounts using domain or company name so routing decisions are based on the full picture.
If no rule matches or all reps in a pool are unavailable, the lead goes to a fallback owner you define. Nothing falls through the cracks.
Manage routing, check assignments, and toggle reps through a conversational AI interface. Works with Claude, ChatGPT, or your own agent.
A ready-made Model Context Protocol server so Claude can operate LeadRouter directly. No custom integration code required.
Pause reps, check who got the last lead, or trigger a routing run — all from a Slack channel your team already lives in.
A fully documented REST API with an OpenAPI specification. Build your own integrations or connect LeadRouter to anything.
Generate and revoke API keys from the dashboard. Scoped per account, rotatable anytime.
Get notified in real time when leads are routed, reps change availability, or rules are updated. Push events to any endpoint.
AI operates on a limited data layer — never on your full CRM. Your customer data stays where it belongs, by design.
Pull your rep list from Salesforce automatically. No manual entry, no CSV imports, no drift between systems.
Toggle a rep on or off in one click. They stop receiving leads instantly and start again when they're back.
Set a return date for planned time off. The rep is automatically paused and picks up leads again when they're back — no manual toggling.
Each routing rule gets its own pool of reps. EMEA leads go to EMEA reps, enterprise leads go to enterprise reps. Clean separation.
Connect your Salesforce org in 30 seconds. No passwords, no security tokens, no IT ticket. Revoke access from Salesforce anytime.
OAuth tokens are refreshed automatically in the background. No session timeouts, no reconnecting.
Choose exactly which Lead and Contact fields LeadRouter reads from Salesforce. Only the data you need leaves your org.
Every routing decision is logged — which rule matched, which rep was assigned, and why. Searchable and exportable.
Get notified when routing runs complete, when errors occur, or when reps go unavailable. Configurable per event type.
See what's routing, who's getting leads, and what happened. One screen, no drilling through five menus.
Watch routing runs in real time. See which records are being processed and how far along the batch is.
LeadRouter checks Salesforce for new leads and contacts every minute. No cron jobs, no triggers to maintain.
Routes multiple records in a single run. Handles volume spikes without queuing delays.
Prevents overlapping runs. If one routing cycle is still processing, the next one waits until it's done.
Don't want to wait for the next poll? Hit the button and route immediately. Useful for testing or time-sensitive batches.
Define which Salesforce fields LeadRouter is allowed to read. Keeps the data footprint small and your security team happy.
Configure field sets independently for Leads and Contacts. Different objects, different fields, same routing engine.
New users join by invitation only. No open signups, no surprise seats. You control who has access.
Each account is fully isolated. Your data, rules, and configuration are invisible to every other customer.