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.
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.
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.
Set up in minutes
Using this template drops you into a guided setup. It asks exactly this, nothing else:
Connect Salesforce
One sign-in. The agent acts through your account, scoped to what this template uses.
Connect Slack
One sign-in. The agent acts through your account, scoped to what this template uses.
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.
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.
Runs on Codex
Preselected for this page — connect your Codex account during setup, or switch to NoClick's built-in models with one click.
Watch it handle a test run
A staged conversation against a simulated world — then it’s live.
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.
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.
Run it with a different agent
Put Salesforce Lead Router to work on Codex
Free to start. Guided setup, a test run against staged conversations, and it's live.