AI Lead Routing

The fastest response means nothing if it goes to the wrong rep.

Synapsa routes qualified leads to the right owner instantly (based on territory, segment, or custom rules) so every conversation starts with momentum, not a transfer.

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Speed-to-lead drops 10× after the first 5 minutes. Routing delays are invisible killers.

Which of these has happened to your team?

Every scenario you selected is a routing failure disguised as 'just how it works.'

50% of leads go to the wrong rep

78% of buyers choose the vendor who responds first

It's not that your routing rules are bad. It's that reality doesn't follow rules.

The Solution

Route to the Best Next Rep (or Next Step)

Meet Your AI Revenue Agent

Faster Speed-to-Meeting

Instantly route and book qualified leads with the right rep—before competitors even respond.

Context-Aware Routing

Some leads need closers. Some need SDRs. Some aren't ready at all. Your AI adapts in real time—no more generic routing.

Maximize Availability and Fairness

Show maximum time slots by intelligently combining all qualified reps' calendars—while still prioritizing even distribution.

Honor Rep Ownership

Automatically match leads to the right rep based on existing CRM account ownership—preserving relationships, territory rules, and deal momentum.

See It In Action

Intelligent Routing in Real Time

Watch how Synapsa routes leads based on conversation context—matching them to the right rep and booking instantly.

If the lead meets this criteria:

Mike Reyes

Allison Choi

Mark Feldman

Live Preview

Mark Feldman 10:23 AM

Hey Sam,

This sounds interesting. I'd be down to grab time.

Mark

Sam 10:24 AM

Hi Mark,

Awesome! Do any of the times below work well for you?

9:00-9:30 am Tues, 1:00-1:30 pm Wed, or 3:30-4:00 pm Thurs

If not, just let me know what works.

Excited for you!

Sam

Mark Feldman 10:31 AM

Wednesday afternoon works great.

Mark

Meeting Booked Wed 1:00 PM with Mike Reyes

Sam from Synapsa Usually replies instantly

Hi there! I'm Sam, your AI assistant. How can I help you today?

2 min ago

I'd like to see a demo of how Synapsa works

Just now

Great! I'd love to show you how we help teams convert more pipeline. Drop your work email below and I'll build you a personalized demo.

Just now

Perfect! I'm building your personalized demo now. You'll receive it at your email in just a moment.

Just now

Email received! Check your inbox shortly.

9:41

SamSynapsa

Today 9:41

Hey Mark! Thanks for your interest. I'd love to show you how Synapsa can help.

Hey! Sounds interesting. I'd be down to grab time.

Awesome! Do any times work? 9-9:30am Tues, 1-1:30pm Wed, or 3:30-4pm Thurs?

Wednesday afternoon works great 👍

Done! Just sent you a calendar invite. See you Wednesday! 🎉

Schedule Demo

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Routed via: Mid-Market AE Pool Response: 1.2s

How AI Lead Routing Works

Sync Your CRM to Respect Account Ownership

When your CRM is synced, your AI can honor existing ownership by automatically detecting if a lead is already tied to an account—and route it to the assigned rep, CSM, or AE.

Prompt the Right Routing Logic for New Leads

Establish routing rules by describing qualification criteria including intent, fit, product line, territory, or stage. Use natural language, not Boolean logic.

Advanced Lead Distribution Maximizes Availability and Fairness

Multiple distribution methods including round robin, rotating first available, ranked ordering, group availability, and multi-attendee events.

Routing via Forms, Conversations, or Both

Combines AI-powered conversational routing with branded forms configured with routing logic. Meet leads where they are.

Ready to route smarter?

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The Difference

Rules-Based vs. Intelligent Routing

Traditional routing uses static rules. AI routing uses conversational context. The difference shows in every handoff.

Rules-Based Routing

If/then decision trees

Natural language understanding

Based on form fields only

Full conversation context

Requires code changes to adapt

Updates with a prompt

Rules break at edge cases

Handles exceptions gracefully

Handoff loses context

Full briefing travels with lead

Booking happens after routing

Booking during the conversation

$100K+ in recovered revenue from no-shows

" We've closed over 100K in incremental revenue that essentially would have been lost. And the time required to get those meetings back on the calendar—for my team—was essentially 0.

Matt McCaffer Head of Sales, SaaS Academy

Integrates Seamlessly

Your AI agent plugs into the platforms you already rely on in just a few clicks.

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Hubspot

Two-way sync to qualify leads, trigger workflows, and book meetings directly in HubSpot.

Salesforce

Qualify leads, update records, and book meetings without leaving Salesforce.

Zapier

Trigger custom workflows or actions via 5,000+ tools - no code required.

Microsoft Outlook

Send emails, route leads, and book meetings. Teams integration included.

Google Suite

Integrates with Gmail, Calendar, and Google Meet for seamless booking and updates.

Zoom

Create, update, and manage Zoom meetings with automatic links and reminders.

Text Message

AI engages and books meetings via SMS - fully integrated with your calendar.

Webchat

Synapsa powers the full webchat UI - no extra tooling or design required.

API Webhook

Your AI can be triggered from any API webhook.

Stop Losing Leads to Scheduling Friction

Synapsa routes every qualified lead to the right rep and books them instantly—with full context passed forward. See how frictionless routing works for your team.

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