RevOps template
Inbound Lead Routing template
Form fill, enrich, existing account, territory, round robin, SLA. This template has 12 shapes: 2 decisions, 2 people and teams, and 2 systems and data stores.
Free plan, no card. Opens in the Wavelength editor.
- Form Fill Start
- Enrichment System
- Existing Account? Decision
Yes: Account Owner. No: Territory Match - Account Owner Person or team
- Territory Match System
- Route to Account Owner Step
- SDR Person or team
- Start SLA Timer Step
- Round Robin Assign Step
- Touched in Time? Decision
Yes: Lead Worked. No: Reassign Lead - Lead Worked End
- Reassign Lead Step
A prospect fills out a form on the website. The automation platform enriches the lead with firmographic data. The system checks if the lead belongs to an existing account. If it does, the lead routes to the account owner. If it does not, the system matches the territory and assigns the lead by round robin to an SDR. An SLA timer starts. If the SDR does not touch the lead in time, the lead is reassigned.
Wavelength drew this flow from the conversation above. Say your own version and it draws yours.
Who uses this template
RevOps teams use it as a starting point. Routing and approval flows for the revenue team. See how revops teams use Wavelength.
Start from it
Open the template and the flow is on the canvas, laid out and ready to edit.
Change it by talking
Say what is different in your team. Wavelength adds, removes, and renames the shapes for you.
Send it
Share a link, or export to PNG, PDF, PowerPoint, draw.io, BPMN, or an SOP document.
Related templates
View all templates →
Questions
Is the inbound lead routing template free?
Yes. Every Wavelength plan can open this template, the Free plan included. The Free plan saves up to 5 flows and needs no card.
Can I change the template to match my process?
Yes. Open it, then describe what is different in your team, by typing or by holding the mic. Wavelength edits the flow to match. You can also drag, rename, and delete shapes by hand.
What can I export the template to?
Exports include PNG, PDF, PowerPoint, draw.io and Lucidchart, BPMN 2.0, Mermaid, an SOP document, n8n, and a CSV of steps.
Open the inbound lead routing template
It opens in the editor, ready to change by talking.