Fast, flexible lead distribution

Match leads to accounts, route on any signal, and assign to the right rep — all on native Salesforce Flow. No external system to maintain.

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Routing assignments dashboard

Route every signal, inside Salesforce

Gradient Works Routing runs on native Salesforce Flow with custom actions. You get no-code rules for matching, routing, and assignment without bolting on another tool.

Routing flow for inbound account match

Matching

Match leads to accounts before anything else happens

Lead-to-account matching keeps CRM data clean and makes sure every routing decision starts from the right record.

Routing flow for inbound routing

Routing

Route on any signal your CRM can see

Build no-code rules that react to intent data, firmographic changes, buying stage transitions, or internal handoffs. Everything lives in Flow.

Routing assignees report

Assignment

Assign with weighting, capacity, and availability

Round-robin that respects rep capacity meters and availability status. Some reps take more, others less, and nobody gets an assignment they can't work.

Gradient Works routing flow

Audit

See every assignment with a full audit trail

Assignment Histories track every ownership change — queue-based or direct — so you can answer "who got what lead and why" without digging.

Built for the whole revenue team

  • RevOps - Replace five routing tools with one Salesforce-native system.

  • Sales leaders - New leads reach the right reps in seconds, not hours.

  • Reps - Get the right inbounds fast, so you can act now instead of waiting on ops.

Routing assignments dashboard

"We used to hand reps zip codes. Now, we hand them opportunity."

Nora Soza, Sr Director GTM Strategy & Operations, Box

"Our reps are thrilled because they know the accounts we assign from Gradient Works are going to be worth reaching out to, and our ops team loves having this new ability to source high-potential accounts."

Sales Ops Manager, Thoropass

"We've automated our MQL distribution process with Gradient Works, which has been instrumental to scaling our sales organization for the next stage of our company's growth."

Brandon Smith, Revenue Operations Manager, QuotaPath

Gradient Works platform

Signals flow in. The right assignment flows out.

Routing takes buying signals, firmographic changes, and Bookbuilder capacity and turns them into assignments reps can actually work.

When Routing hands off an account, Bookbuilder picks it up from there. Books stay focused, and the right rep gets the right lead every time.

Put Routing to work for your team

See how flexible Salesforce-native routing can be. Start free or book a walkthrough.

Try it free Request a demo