Agent #008RevOps & Lifecycle

Lead Routing Agent

馃煚 Scale

Routes inbound leads through suppression checks

Build time
1-3 days
Primary user
RevOps Leader
Primary outcome
Correct ownership and SLA discipline
Deployable pack
Planned

Adam's take

Routing mistakes are expensive and invisible right up until a rep loses a deal they never knew existed. This agent checks suppression, existing customer status, open opportunities, and territory before it assigns a single lead. Run it in shadow mode first: watch what it would have done before you let it act.
Adam Woozeer, founder

Required tools

CRMTerritory and ownership data

Optional tools

Round-robin tool

Expected value

Cuts lead response time and eliminates ownership disputes at the source.

Deployable workflow pack

The full pack includes the agent spec, deployment guide, architecture diagrams, n8n workflow skeleton, Clay template, HubSpot properties, JSON schemas, OpenAPI spec, cost and ROI calculators, demo data, QA checklist, and governance notes.

View pack on GitHub

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