The moment a lead qualifies, Synapsa instantly routes them to the right rep—based on territory, team, product line, deal size, or custom logic—so you never lose momentum. Closers get sales-ready leads while others go to on-demand demos, nurture, or self-serve.
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Rigid Routing Logic Create Bad Buyer Experiences by Limiting Timeslots
Unfair Distribution Creates Team Friction
Mismatched Assignments Lower Close Rates
Instantly route and book qualified leads with the right rep—before competitors even respond.
Some leads need closers. Some need SDRs. Some aren’t ready at all. Your AI adapts in real time—no more generic routing.
Show maximum time slot by intelligently combining all qualified reps' calendars—while still prioritizing even distribution.
Automatically match leads to the right rep based on existing CRM account ownership—preserving relationships, territory rules, and deal momentum.
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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.
Your team can prompt routing rules based on qualification—intent, fit, product line, territory, or stage simply by describing the correct process.
Whether you want a standard round robin, rotating first available, ranked ordering, group availability, or even events with multiple attendees, Synapsa has you covered with a variety of distribution types.
Synapsa is the only platform that gives you BOTH AI-powered, multi-channel, conversational routing AND branded forms that can be configured with routing and distribution logic out of the box.
Your AI agent plugs into the platforms you already rely on—in just a few clicks.
Two-way sync to qualify leads, trigger workflows, and book meetings directly in HubSpot.
Qualify leads, update records, and book meetings without leaving Salesforce.
Trigger custom workflows or actions via 5,000+ tools - no code required.
Send emails, route leads, and book meetings. Teams integration included.
Integrates with Gmail, Calendar, and Google Meet for seamless booking and updates.
Create, update, and manage Zoom meetings with automatic links and reminders.
AI engages and books meetings via SMS - fully integrated with your calendar.
Synapsa powers the full webchat UI - no extra tooling or design required.
Your AI can be triggered from any API webhook.
