Lead routing and scoring process diagram
This is a worked example. Wavelength built the diagram below from the description on this page. Nobody drew it by hand.
What was said
A lead fills out the demo request form on the website. Clearbit enriches the lead with company size and industry. The lead routing tool checks the company size. If the company has more than 1000 employees, the lead goes to the enterprise account executive. Otherwise it goes to the mid-market SDR round robin. Every routed lead creates a task in Salesforce.
The diagram
Opens an editable copy you can change by voice or by hand. Free account, no card.
What is in this flow
- Systems: Clearbit, Lead Routing Tool and Salesforce.
- People and teams: Enterprise Account Executive and Mid-market SDR Round Robin.
- Decisions: Company >1000?.
- Size: 7 steps and 7 connections.
Mermaid code
Copy this into any Markdown file, GitHub README, or Mermaid Live to render the same flow.
flowchart TD
n1(["Demo Request Form"])
n2{{"Clearbit"}}
n3{{"Lead Routing Tool"}}
n4{"Company >1000?"}
n5("Enterprise Account Executive")
n6("Mid-market SDR Round Robin")
n7{{"Salesforce"}}
n1 -->|fills form| n2
n2 -->|enriches| n3
n3 -->|checks size| n4
n4 -->|Yes| n5
n4 -->|No| n6
n5 -->|creates task| n7
n6 -->|creates task| n7
Map your own process
Describe your version out loud, or paste the transcript of a call. Wavelength draws the flow as you talk, and you can edit it by voice, by prompt, or by hand.
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Related
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- Live demo: describe a process and see the flow, no account needed
