All Use Cases

Lead Intake & Routing

Capture leads from any source and automatically route them to the right team member. Built in minutes through a single video conversation.

The Challenge

Leads come in from everywhere—web forms, trade shows, partner referrals. Getting them to the right salesperson quickly is critical, but building the routing logic in Salesforce usually takes weeks of back-and-forth.

  • Leads sitting in queues while competitors follow up
  • Uneven distribution across the team
  • Complex territory rules that are hard to maintain
  • No visibility into where leads are getting stuck

How Turalu Helps

In a short video call, you describe your lead sources, routing rules, and team structure. Turalu builds the complete system while you talk—flows, assignment rules, notifications, and dashboards.

  • Describe your routing rules in plain English
  • Get automatic round-robin or weighted assignment
  • Set up instant notifications when leads arrive
  • See real-time dashboards showing lead flow

What Turalu Builds for You

Lead Capture Flow

Automatically captures leads from web forms, APIs, or manual entry with validation and deduplication.

Routing Logic

Territory-based, round-robin, or custom routing rules that match your sales process.

Assignment Rules

Automatic assignment based on geography, product interest, company size, or custom criteria.

Notifications

Instant alerts to reps when they get new leads, with all the context they need.

SLA Tracking

Monitor response times and escalate leads that aren't being followed up.

Lead Dashboard

Real-time visibility into lead flow, response times, and conversion rates.

A Typical Conversation

You

"We get leads from our website and trade shows. I need them routed to sales reps based on the state they're in. West coast goes to Sarah, midwest to Mike, and east coast to Jamie."

T

"Got it. Should leads round-robin if a rep is out of office? And do you want an SLA—like escalate if no one follows up within 4 hours?"

You

"Yes to both. And I'd love a dashboard showing how many leads each rep has and their response times."

T

"Building that now. I'm creating a flow for territory-based routing with a round-robin backup, an escalation process for the 4-hour SLA, and a lead performance dashboard. Give me two minutes."

Ready to Fix Your Lead Routing?

Stop losing leads to slow follow-up. Build your routing system in a single conversation.