Salesforce Lead Router with Hermes
Live demo
Watch it work before it's live
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
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 Hermes
Preselected for this page — connect your Hermes 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.
A considered pairing
Why Hermes for this agent
Junk ends before the message
A thesis request or a vendor pitch stops at the note, which is the shortest run this workflow produces. The leads costing the most are the ones you wanted routed anyway.
No sweep over the org
Nothing scans existing leads and nothing runs to a schedule. The bill is a count of new records, which is a number marketing already forecasts.
Good to know
Before you fork
We have four hundred unassigned leads sitting in a queue today. Does it work through those?
No. It only sees leads that arrive after it is switched on, so today's queue stays a human job. That is deliberate, since routing four hundred at once would put four hundred lines in Slack and four hundred records into reps queues in an afternoon. Clear or ignore the backlog, and everything from the start date onward is covered.
Other editions
Run it with a different agent
Make it yours
Put Salesforce Lead Router to work on Hermes.
Free to start. Guided setup, a staged test run, and a workflow you can change at every step.