Auto-Routing

Definition: Auto-routing is the automated process of assigning partner-submitted leads or deals to the correct internal owner based on predefined rules — such as geography, account ownership, product line, or partner tier.

How Introw Helps: Introw's routing engine automatically assigns incoming partner leads and deal registrations based on triggers and conditions you define, syncing assignments directly to HubSpot or Salesforce.

Partner-Facing Example: A referral partner in Germany submits a lead. Introw auto-routes it to the DACH sales rep based on region rules, and both the partner and rep receive instant notifications.