Prerequisites: finish Capture and qualify, or know how to filter and score a lead, and skim Choosing the right trigger.By the end you can: auto-route a qualified lead to its owner, enroll it in the matching sequence, alert that owner, and exit the sequence the moment the lead replies or converts.
The mental model
Routing and sequencing are two separate decisions, not one. Routing answers who owns this account. Sequencing answers what that account receives next. There is an unglamorous third decision: enroll and exit hygiene. It is the one that keeps the whole motion from embarrassing you. Every enrollment needs a matching exit, so that a rep and an automated message never both land on the same person in the same hour. Hold one rule through the whole path: every enroll needs an exit. Say you build the enrollment but skip its paired exit. A lead who replies on Tuesday still gets the Wednesday outbound step. The prospect learns that nobody on your side is reading their messages.Build the path
Work these modules in order. Each module is a complete build you can ship on its own. Together they form the routing-into-enrollment system you wire up in the challenge.1
Route inbound by territory and seniority
Start with deterministic routing. That means a known attribute decides the owner. Inbound routing by territory and seniority fires on Record added to list. It screens out noise with a free Filter. Then it branches on region and title with a Switch before it writes an owner.Use this pattern when the right owner is a function of the data. For example, every lead from Madrid with a director-level title goes to one rep. That rep is the Europe, Middle East, and Africa (EMEA) enterprise seller, Priya Sharma. The branch is explicit, so the routing is auditable.
2
Distribute evenly with round-robin
Add fairness on top of routing. Round-robin lead routing hands each new qualified lead to the next rep in a pool. It uses the Round robin block to pick that rep. Then it writes the owner with Update record and books a first touch with Create task, so no inbound goes cold.Use round-robin when the owner is not a function of the data. You just need even distribution with a guaranteed first touch. The block remembers its place in the rotation across runs, so assignment stays even over time. List Priya Sharma, Marcus Lee, and Dana Okoro once each, and the rotation does the rest.
3
Make stage changes visible in Slack
Give the team a heartbeat. Slack deal alerts on stage change watches the Stage attribute on Deals. The Attribute value changed trigger fires when that stage moves. The workflow then posts the deal name, value, owner, and Attio URL to
#revenue with the Slack block.This module ends the “what happened to that deal?” guesswork. Sales leaders see momentum the moment a deal moves, not at the next pipeline review.4
Enroll, then exit, cleanly
Finish with the paired build that stops double-touching. Double-touching is when a rep and an automated message both reach the same person at once. Enroll and auto-exit sequences is two workflows that share one piece of state. Workflow A fires on Attribute value changed. It runs a free Filter, then calls Enroll in sequence. Workflow B fires on the reply or meeting-booked signal. It calls Exit from sequence plus Update record.Build both halves, or you double-touch. The exit half is the one everyone forgets, so it is the one you test on purpose.
What this costs
Routing logic is cheap because the blocks that make the decision are free. The trigger, Filter, Switch, and Round robin are logic blocks that consume no credits. So a run that gets filtered out costs nothing. You pay only when a write actually happens. Setting the owner, creating the first-touch task, posting to Slack, and enrolling or exiting a sequence each consume credits. That makes the cost of this path fixed and predictable, because no module calls an artificial-intelligence (AI) block. Before you scale the rep pool or add channels, check your monthly allowance against your expected routed volume on Credits & pricing explained.The challenge
Wire routing into enrollment as one motion. A qualified lead is round-robined to an owner, gets a first-touch task, and is enrolled in the matching sequence. Then a second, paired workflow exits that sequence the instant the lead replies. Build it, fire a real test lead through it, and watch the owner, task, and enrollment all land. Then test the exit path on purpose. Reply to the test lead, or flip its status toReplied, and confirm the person leaves the sequence before the next step can send. The exit is the half everyone forgets, so it is the half you verify by hand. Build the capstone from Enroll and auto-exit sequences.
Where this goes next
Once routing and sequencing run themselves, the next path shifts focus. You move from reacting to leads to maintaining the pipeline they create. Keep the pipeline honest shows you how to make the pipeline self-clean, self-summarize, and hand off on a schedule. It does all of this with no false positives and no manual work.See also
- Enroll and auto-exit sequences
- Round-robin lead routing
- Keep the pipeline honest
- Choosing the right trigger
- Credits & pricing explained