Salesforce Lead Router with Codex

Two SOQL queries, a scored decision, one update and a note. Codex is strong on API and data work of that kind, and SOQL is a place where being exact about objects, fields and returned ids matters far more than being expressive. The team map is matched by exact name, so precision is the entire requirement.
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Free to start · guided setup · switch agents any time.

Live demo

Watch it work before it's live

Run a staged conversation — no account needed. The agent handles it for real while a simulated world answers its tool calls; nothing touches real accounts, and nothing is actually sent.
W

Web - Request Pricing

Marta Kjeldsen, Nordhavn Logistik A/S

EmailUnassigned Leads queue

NoteTitle: Director of Warehouse Operations. Country: Denmark. Employees: 1,200. Industry: Transportation and Logistics. Email: m.kjeldsen@nordhavnlogistik.dk, phone supplied. Message: nine distribution centres report out of three separate systems and we want one layer across all of them before the Q1 stock freeze. Budget signed at 900,000 DKK, procurement runs a vendor security review first, and I am the person who signs.

What you'll need

Set up in minutes

Using this template drops you into a guided setup. It asks exactly this, nothing else:

  1. Connect Salesforce

    One sign-in. The agent acts through your account, scoped to what this template uses.

  2. Connect Slack

    One sign-in. The agent acts through your account, scoped to what this template uses.

  3. Routing rules

    What separates a lead worth a rep's morning from one worth nothing - the industries, sizes, countries, titles and signals you route on, the fields the agent may set, and what disqualifies somebody outright.

  4. Team map

    Who takes which kind of lead, written with the Salesforce usernames or queue names exactly as they appear in your org, so the agent assigns to a real owner rather than to a nickname.

  5. Runs on Codex

    Preselected for this page — connect your Codex account during setup, or switch to NoClick's built-in models with one click.

  6. Watch it handle a test run

    A staged conversation against a simulated world — then it’s live.

A considered pairing

Why Codex for this agent

Structured queries, exact fields

Querying Lead by address and company, then Contact by address and domain, is work with a right answer. This harness moves through it fast.

Names matched, not interpreted

The owner comes out of your team map spelled the way your org spells it. Where the map names nobody for a segment, the lead stays unassigned and the failing line is stated.

Good to know

Before you fork

How long between the form submission and the rep hearing about it?

Usually under a minute, since a run is two queries, one update, a note and one Slack line. The order matters more than the total: the owner is set before the message is sent, so the rep reading the line already has the record in their queue. Nothing waits for a batch or a scheduled sweep.

Other editions

Run it with a different agent

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Make it yours

Put Salesforce Lead Router to work on Codex.

Free to start. Guided setup, a staged test run, and a workflow you can change at every step.