lead-routing
The lead-routing skill provides an automated system for scoring, assigning, and distributing sales leads based on company size, geography, industry, and workload capacity. It integrates with CRM platforms like HubSpot and Salesforce to manage lead routing, SLA monitoring, and sales team notifications.
Is lead-routing safe to install?
Safe to install: our audit of lead-routing's source files found 0 shell commands, 0 external URLs, no file writes (none risk). Every command and URL listed appears verbatim in the skill's source. The skill provides configuration templates and logic for lead routing but does not execute shell commands or perform network requests itself. It relies on external MCP tools (hubspot_assign_owner, salesforce_route, enrichment_api) to interact with CRM systems.
How we audit skills: our security review methodology.
Who is this skill for?
Sales operations managers and sales teams seeking to automate lead assignment and ensure consistent follow-up based on predefined business rules.
What can you do with it?
- Automating lead scoring using AI to categorize prospects into tiers.
- Routing leads to specific sales teams based on territory, company size, or industry.
- Distributing leads among team members using round-robin logic with capacity checks.
- Monitoring service level agreements (SLAs) and triggering escalations for missed response times.
- Balancing sales representative workloads to prevent over-assignment.
How good is this skill?
Quality score: 5/10. The skill documentation is comprehensive, providing clear configuration examples for routing, scoring, and workflow implementation. It effectively separates business logic from execution requirements.
What does the skill file contain?
# Lead Routing
Intelligent lead assignment and routing system with AI-powered scoring, territory mapping, round-robin distribution, and workload balancing. Based on n8n's HubSpot/Salesforce automation templates.
## Overview
This skill covers:
- Lead scoring and qualification
- Territory-based routing
- Round-robin distribution
- Workload balancing
- SLA monitoring and escalation
---
## Routing Strategies
### 1. Rule-Based Routing
```yaml
routing_rules:
# By Company Size
- name: "Enterprise Routing"
condition:
company_size: ">= 500"
OR:
annual_revenue: ">= $10...Frequently asked questions
Does this skill automatically assign leads in my CRM?
The skill provides the logic and workflow templates to assign leads, but it requires integration with an MCP server like crm-mcp to execute actions such as hubspot_assign_owner or salesforce_route.
How does the skill handle lead scoring?
It uses an AI-powered scoring configuration that sends lead data to OpenAI's GPT-4 model to evaluate demographic, firmographic, and behavioral factors against an Ideal Customer Profile.
Can the skill reassign leads if a sales rep is unavailable?
Yes, the round-robin configuration includes logic to skip representatives who are out of office or at capacity, and the SLA management system can trigger auto-reassignment if a response deadline is missed.
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