Inbound lead routing

Description

Guide customers through building an inbound lead routing workflow in Clay Workflows. Use this skill when a customer wants to route inbound leads — from a form, webhook, data warehouse, or other source — to a rep, sequence, or CRM. Be opinionated and directive. Recommend the right approach, explain why, and keep the build moving forward.

Trigger

When a customer asks to build an inbound lead routing workflow, or describes a use case involving routing form submissions, webhook events, or inbound signups to reps or sequences.

Instructions

Step 1 — Establish the Trigger

Start by telling the customer: