Lead Routing Automation Cut Response Time by 70%

Short Description:
We automated lead routing in HubSpot to eliminate manual assignments—cutting response times by 70%, reducing confusion, and helping reps connect with new leads before the competition.

Full Scenario:
A company was losing leads because new inquiries were dumped into a shared team inbox with no structure. Sales reps were manually picking leads to follow up on—often hours (or even days) after a form was submitted. Multiple reps would contact the same lead, or worse, no one would.

We built a clean, automated routing system inside HubSpot that transformed their process:

• Created round-robin lead assignment rules based on geography, product line, and rep capacity.

• Set up instant notifications via Slack and email so reps could follow up within minutes.

• Built in auto-task creation to ensure every lead had a follow-up touchpoint scheduled.

• Implemented lead ownership visibility so reps could see at a glance who owned what.

• Added routing exceptions for high-value leads and demo requests, directing them to senior reps.
  
  

Results within 30 days:

• Average response time dropped by 70%.

• Sales reps stopped overlapping or ignoring new leads.

• Conversion rate from lead to booked call improved by 38%.

• Reps said the new system made their workflow “cleaner, faster, and less frustrating.”
  
  

With automated lead routing, they stopped leaving deals on the table and started closing faster.

Want these kind of results for your companies HubSpot CRM? Book a free strategy call today!