So you’re spending a lot of money and time on getting leads from LInkedin Ads using Lead Gen Forms. No more pushing leads directly to CRM and hoping that they will convert. This workflow template helps automate routing and conversion of Linkedin Ads leads.
Lead Routing & Follow-up
Default checks if leads that entered your CRM from lead gen forms have already booked a meeting with the right rep. If they haven’t, Default round-robins that lead and launches an automated email sequence from your sales engagement platform from the right rep email inbox.
Meeting Conversion & Fairness
If you’re using Default scheduling to book meetings from your LinkedIn ads, Default can make sure the same lead routing logic applies to leads that don’t schedule meetings from the ad itself. Scheduled meetings with appropriate UTMs and campaign details are then sent to Slack for better sales-to-marketing visibility.