Assign Target Accounts and Territories

Assigning and reassigning Accounts in Salesforce or HubSpot is a very manual process. This workflow template makes it easy for revenue teams to update CRM Object ownership on autopilot.

Assigning Target Accounts

Default checks 24/7 if an account in your CRM meets the assignment or reassignment ruleset. If it does, Default enriches that account with Clearbit and then looks for a right round-robin queue of reps.

Better RevOps Visibility

Default sends a Slack notification to the new account owner for real-time updates. This quick alert ensures the new owner knows about their new assignment, so they can get started as soon as possible.