This month, we’ve made it easier to route leads based on the context they come in with — whether it’s language, region, or product interest. You can now dynamically tailor your routing rules based on the page URL where a form is submitted.
In addition, you now have the ability to skip account ownership if there’s no prior activity, making lead distribution fairer and helping your reps engage faster without blockers.
Source URL filters: Route based on exactly where someone landed 🔍
You can now add source URL filters to your distribution or matching rules — which means you can route leads based on the specific page they filled out your form on.
No more generic routing logic that treats everyone in the same way.
This is especially helpful if you have:
- Multiple product lines: Route straight to reps who know that product inside out
- A global team: Leads from /uk/ or /de/ pages go directly to regional reps
- Localized content: Match folks from Spanish pages with Spanish-speaking reps
Basically, no more awkward handoffs or “hey can someone else take this?” threads in Slack. Leads land with the right person from the get-go.
Advanced date filters: Smarter routing based on activity ⏰
We’ve expanded your date filter options so you can build smarter rules around ownership and engagement windows. Use filters like Last activity date, Create date, Date of last meeting booked. And apply conditions like:
- Last 60 days
- Last 90 days
- Before 180 days
- This month, last month, etc.
This gives you more control over when a rep keeps ownership, and when it’s time to move the lead back into rotation.
A few examples:
- “If they’ve been active in the last 60 days, keep them with the current owner.”
- “If no one’s touched this in 90+ days, send it back to the round robin.”
Fairness among sales reps is a core value of how we build features and this small but super useful feature should help reps who work accounts more get more shots at making quota than someone who owns an account but doesn’t have any activity.
That’s it for February.
March is looking exciting — let’s just say your RevOps team might want to keep a close eye. 👀
Till then, happy routing.