Late-stageFintech & Financial Services

Ending silent routing failures by moving inbound leads off custom CRM flows

Routing live on the new platform

Salesforce
Play leadJohnEngagement Manager · LeanScale
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The problem

Inbound lead routing was failing in ways that were invisible from the outside. Duplicate-detected and lead-conversion errors fired silently, some leads simply never routed at all, and records arriving with blank or placeholder company names matched no rule and went nowhere.

The play

  1. 1
    Rebuild routing on a dedicated platform

    Migrated inbound routing off brittle custom CRM flows onto a purpose-built routing platform, rebuilding the production environment, round-robin pools and workflows there rather than patching the flows again.

  2. 2
    A territory object as the ownership map

    Created an account territory object mapping geographies to AE and SDR owners, so ownership is data the team can edit rather than logic buried inside a flow that only an admin can open.

  3. 3
    Fix the specific failure modes, by name

    Resolved the recurring duplicate-detected and lead-conversion errors, and the blank-company routing failures where records arrived with a placeholder value instead of a company name and matched nothing.

  4. 4
    Test live, then retire the old path

    Ran the new routing alongside the legacy flows, tested against live traffic, and only then disabled the old flows, so the cutover never left inbound unrouted.

What it moved

Routing live on the new platform

Inbound lead routing moved off custom CRM flows onto the dedicated routing platform with rebuilt round-robins, and the legacy flows were disabled after live testing confirmed the new path worked.

Silent failure modes closed. The recurring duplicate-detected and lead-conversion errors, and the blank-company routing failures, were resolved rather than worked around.

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