Route leads faster & convert more pipeline.
Keep your team super-responsive, and clear the way to closed-won with smart lead routing and meeting scheduling.
Smart Salesforce routing that leads to growth.
More responsive.

Faster speed to lead.
Reach buyers first with rules-based routing that instantly assigns the right rep - no matter how complex your setup.

Faster speed to lead.
Reach buyers first with rules-based routing that instantly assigns the right rep - no matter how complex your setup.

Faster speed to lead.
Reach buyers first with rules-based routing that instantly assigns the right rep - no matter how complex your setup.

More fair.

Totally unbiased lead distribution.
You can’t argue with smart, rules-based routing logic. Keep workloads balanced and ditch the lead allocation spreadsheet!

Totally unbiased lead distribution.
You can’t argue with smart, rules-based routing logic. Keep workloads balanced and ditch the lead allocation spreadsheet!

Totally unbiased lead distribution.
You can’t argue with smart, rules-based routing logic. Keep workloads balanced and ditch the lead allocation spreadsheet!
More accountable.

The definitive performance report.
Don’t spend days crunching the numbers. Get real-time reports directly in Salesforce.

The definitive performance report.
Don’t spend days crunching the numbers. Get real-time reports directly in Salesforce.

The definitive performance report.
Don’t spend days crunching the numbers. Get real-time reports directly in Salesforce.
More flexible.

Self-serve workflows.
Update sales territories, routing logic and rep availability on the fly without needing a Salesforce Admin or developer.

Self-serve workflows.
Update sales territories, routing logic and rep availability on the fly without needing a Salesforce Admin or developer.

Self-serve workflows.
Update sales territories, routing logic and rep availability on the fly without needing a Salesforce Admin or developer.
More focused.

What if Sales just focussed on selling?
Radical idea right? We automate all the routing, matching and Salesforce admin so you can focus on what you do best.

What if Sales just focussed on selling?
Radical idea right? We automate all the routing, matching and Salesforce admin so you can focus on what you do best.

What if Sales just focussed on selling?
Radical idea right? We automate all the routing, matching and Salesforce admin so you can focus on what you do best.
Take Distribution Engine for a spin with a 30 day Free Trial.
Schedule meetings without the back-&-forth.
More meetings.

Handoff qualified opps faster.
Convert customer calls into meetings on the spot. Provide seamless handoffs between Sales Development Reps and your Sales Team, and hassle-free booking for your prospects.

Handoff qualified opps faster.
Convert customer calls into meetings on the spot. Provide seamless handoffs between Sales Development Reps and your Sales Team, and hassle-free booking for your prospects.

Handoff qualified opps faster.
Convert customer calls into meetings on the spot. Provide seamless handoffs between Sales Development Reps and your Sales Team, and hassle-free booking for your prospects.
Who is Distribution Engine for?
Distribution Engine is built for companies that run their revenue, sales, or service operations in Salesforce, and need smarter, faster routing as they scale.
It’s ideal for:
High-growth B2B,SaaS and Financial Services companies -Teams with fast-moving inbound demand that need instant lead follow-up.
Global or distributed teams - Organisations routing work across time zones, languages, or licenses.
Mid-size to enterprise Salesforce users - Companies outgrowing manual rules, Apex flows, or out-of-the-box lead assignment.
Service and support teams with high volume - Teams managing large case queues or shared workloads.
Educational organizations - dealing with high volumes of inquiries and admissions.
How can I route leads in Distribution Engine?
You can route leads in Distribution Engine using simple, no-code rules directly inside Salesforce. The app gives you a flexible toolkit to assign every new lead to the best rep - instantly and accurately.
Here are the most common ways teams route leads:
- Round robin:
Distribute inbound leads evenly across your team to keep workloads fair and response times fast. - Capacity or workload-based routing:
Automatically assign new leads to reps with available capacity, so nobody’s overloaded and no lead sits idle. - Territory or license-based routing:
Use zip codes, regions, or license rules to route leads to the right local or compliant rep - down to state or country level. - Product or skill-based routing:
Match leads to specialists by product line, expertise, or tags for a better buyer experience. - SLA-based re-routing:
If a lead isn’t picked up within a defined time (for example, 15 minutes), Distribution Engine can automatically reassign it to another available rep to maintain your speed-to-lead targets. - Availability:
Avoid missed opportunities by only routing to agents who are working - factoring in out-of-office and shift patterns.
All of this happens natively in Salesforce, with full visibility for RevOps and Sales Leaders. You can update routing rules in minutes - no code, no external systems, no risk of data leaving your org.
What is lead routing in Salesforce?
Lead routing is the process of automatically assigning new leads in Salesforce to the right person or team for follow-up. Instead of manually deciding who should contact each prospect, routing rules distribute leads based on criteria like territory, product knowledge, rep availability, language, or workload.
Smart lead routing tools - like Distribution Engine - go a step further by letting you design and automate these workflows directly inside Salesforce. Leads can be instantly assigned to the best rep for the job, keeping speed-to-lead high and ensuring every inquiry gets timely attention.
With Distribution Engine, there’s no code, no external systems, and no risk of leads slipping through the cracks. It’s 100 % Salesforce-native automation that helps sales teams respond faster, work smarter, and convert more opportunities.
Are Distribution Engine and Booking Engine Salesforce Native?
Yes, all of our products are 100% Salesforce native. Always have been, always will be! That means you can do everything you need directly in Salesforce. Your data stays securely in your Salesforce org, plus there's no integration to configure and maintain.
How can Distribution Engine help my team respond faster?
Distribution Engine helps your team stay super-responsive by automatically assigning Leads, Opportunities, or other records in real time, no manual handoffs needed. But it doesn’t stop there.
If a Lead isn’t contacted within your defined SLA (say, 15 minutes), Distribution Engine can automatically reassign it to another available rep. That means no more Leads sitting idle and your speed-to-lead targets stay on track. You can also configure working hours, time zones, and even track response performance, so your team stays accountable, and your customers aren’t kept waiting.
Find out more about this in our Knowledge Base.
How does Distribution Engine make life easier for RevOps leaders and managers?
So many ways, but these are the most popular! Distribution Engine gives RevOps teams the visibility, control, and insights they need to run efficient assignment processes inside Salesforce. With tools like the Assignment Process View, you can easily see how and why each record was routed - great for troubleshooting and transparency.
The Distribution Console offers a real-time view of assignments in progress, while the Assignment Simulator lets you test new routing rules safely before going live. You also get access to dashboards and analytics that track assignment volume, SLA performance, and team workloads, helping you make data-driven decisions and optimize team performance.
Altogether, it's a powerful RevOps toolkit that saves time, reduces errors, and keeps your go-to-market engine running smoothly.
How is Distribution Engine different to Salesforce's own lead assignment features?
Glad you asked! Salesforce's out of-the-box assignment functionality is fine for small teams with basic needs. But businesses with larger Sales or Service teams and complex routing requirements need a more robust solution.
Distribution Engine provides a bunch of must-have capabilities for customer facing-teams, including: routing all Salesforce standard and custom objects (not just Leads), round robin distribution, smart distribution based on the workload, availability, account ownership, location and specialist skills of your team members, and detailed reporting.
The other thing many of our users love is that Distribution Engine is much easier to use. Your customer facing teams can all own and update their own workflows in seconds, without any need for code, developers or Salesforce admins!
What types of object can I route with Distribution Engine?
Anything! You can route all standard Salesforce objects (Leads, Contacts, Accounts, Opportunities, Cases) as well as any Custom Objects you've built.
Is there a free trial available?
Yes, free for 30 days via the Salesforce AppExchange, no credit card required.
Here are the links for you. Distribution Engine & Booking Engine
You can start the trial yourself, or get in touch if you'd prefer a walkthrough.
Can Distribution Engine do Lead-to-Account matching?
Yes. Distribution Engine matches incoming Leads to existing Accounts, Contacts, or other Leads already in your Salesforce org. It uses Salesforce's own matching rules, handles both exact and fuzzy matches, and works across standard fields (first name, last name, company) and any custom fields you use. Lead-to-Lead, Lead-to-Contact, and Lead-to-Account matching are all supported, and it can tell a company domain from a personal one like Gmail.
Once a Lead is matched, you can route it straight to that Account's existing owner, which is handy for account-based selling, named accounts, and making sure high-value customers keep their dedicated rep. You can combine this with round robin or load balancing, and Sticky Assignment keeps repeat enquiries with the same person for a set time.
More detail is in our Knowledge Base.
How can I ensure manageable workloads for my team?
Distribution Engine helps you keep workloads manageable by balancing assignments based on each team member’s current capacity.
You can route records using live data like open Leads or Cases, set daily caps, and factor in working hours and availability. It’s easy to adjust for part-time reps or shift patterns too.
This keeps distribution fair, avoids overload, and ensures your team stays productive and responsive without burning out.
Can I route Leads and Opportunities to my top performers?
You sure can! With performance-based lead assignment, Distribution Engine can prioritize Leads and Opportunities for your top-performing reps, based on real data like conversion rates, response times, or win rates.
Using Tag-based logic, you can set up smart, data-driven rules that make sure your best reps get the highest-impact Opportunities. It’s a great way to boost productivity, reward strong performance, and convert more from your pipeline. Learn more about Tags here.
Can Distribution Engine route Leads to specific channel partners?
Yes, it can! Distribution Engine supports partner-specific Lead distribution, perfect for Channel Sales Teams. You can route Leads directly to the right partner or reseller based on things like territory, product line, partner tier, or even UTM tags.
Using Tag filters, you’ll ensure leads go exactly where they should for timely follow-up and higher conversion rates. It’s a great way to keep your channel partners engaged and your pipeline flowing smoothly.
What data can I track with Distribution Engine?
Distribution Engine gives you clear visibility into how your team is performing. You can track key metrics like:
↳ How many records each team member has been assigned.
↳ How quickly they’re responding (time to first action, speed-to-lead).
↳ SLA compliance (who’s meeting or missing response time targets).
↳ Reassignment rates.
↳ Overall team workload and performance over time.
All this data helps you balance workloads, identify top performers, and spot where extra support or training might be needed. Plus, it’s easy to report on everything with dashboards built natively into your Salesforce reports.
Does it report on volumes, response times and SLA compliance?
Yes, and you get that visibility without buying another tool. Records assigned per rep, time to first action, speed to lead, and SLA breach rates are all standard Salesforce fields, so they show up in the dashboards and reports you already run. Nothing to export, no separate analytics product, and your data stays in your org.
How do I route leads by territory and keep distribution fair across reps?
Classify each record into its territory first, then round robin within that territory. That way every lead reaches the right patch and is shared evenly across the reps who cover it — with caps and weighting if you need them. See our Round Robin Lead Assignment page for the detail.
Take Booking Engine for a spin with a 30 day Free Trial.
Experience the full set of features within your Salesforce Sandbox.




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