Lead Routing with Policy Rules
Use Decision Engine logic to route inbound leads by region, segment, product fit, and account ownership so the right rep gets the right lead every time.
Solutions / Team
Faster cycles. Cleaner handoffs. Reps focused on selling.
Unmeshed helps sales and revenue teams orchestrate lead flows, approvals, pipeline operations, and cross-functional handoffs with explicit runtime visibility across every stage.
●Free tier, no credit card●Self-host or cloud●SOC-ready
Lead captured
Deal stage change
Closed-won event
Rep assigned
Approval routed
Handoff dispatched
1 hr
To go live with your first sales workflow
200+
Sales and revenue systems you can connect
0
Manual handoff steps needed
Trusted by sales and revenue teams at leading organisations
Every sales motion, running without manual overhead.
Pick the process slowing your team down right now. Lead routing, quote approvals, pipeline hygiene, handoffs, or renewals. Build it once on Unmeshed and it runs in order, every time.
Lead Intake and Qualification
A qualified lead sitting unrouted for an hour is a missed opportunity. Unmeshed automates lead intake, enrichment, qualification, and owner assignment so high-intent opportunities get acted on as soon as they arrive.
- Receive leads from forms, outbound tools, and partner channels.
- Validate required account and contact fields before routing.
- Enrich with firmographic and behavioral context.
- Route by territory, segment, product line, and account owner rules.
Lead Intake and Qualification
Receive lead event
# step_1
Validate lead payload
# step_2
Enrich lead context
# step_3
Score and classify
# step_4
Route to owner queue
# step_5
Notify assigned representative
# step_6
Why Unmeshed Works Well for Sales Operations
Built for sales teams that can't afford broken handoffs.
These capabilities help sales teams scale sales process automation without losing control over routing, approvals, and process changes.
Single or Multi-Level Deal Approvals
Model approval paths for discounts, terms, and special deal structures with clear escalations so deals don't stall waiting for someone to check their email.
API Orchestration for Deal Context
Fan out to multiple systems (CRM, enrichment, billing, product usage) and assemble one response for sales workflows without building brittle point-to-point integrations.
Custom Logic for Advanced Teams
Use scripting steps for scoring transforms, exception handling, and custom payload generation when standard routing rules aren't enough.
Cross-Team Handoffs Without Friction
Coordinate transitions between sales development, account executives, finance, and success teams with explicit ownership and completion validation at every step.
Full Traceability Through Process Changes
Keep execution history across flow revisions so operations teams can audit outcomes as sales motions evolve without losing visibility into what changed and when.
AI Cost Efficiency
AI in your sales workflows. Useful, not expensive.
When Unmeshed runs an AI step in your lead scoring, meeting prep, or renewal risk workflow, it uses exactly the token budget you configure. Every execution respects those settings regardless of pipeline volume.
Uncontrolled AI Execution
AI runs on every sales event. No limits, no visibility.
- Lead scoring calls the model even for clean, complete records
- No token budget per enrichment or classification step
- AI spend grows with pipeline volume, not with closed revenue
- Nobody notices until the invoice arrives
Uncontrolled
With Unmeshed
AI only where it closes more deals.
- Token limit configured per AI step in the workflow
- Every execution respects those settings
- Routing rules, field validation, and approvals run without a model call
- AI runs inside your workflow, not around it
Governed Execution
Token Limits Per Step
Set a budget on every AI step.
Configure max tokens on your lead scoring, renewal risk, or meeting prep step. Executions enforce the limit on every run regardless of volume.
ai_step( model: "gpt-4o", max_tokens: 256, prompt: score_lead_prompt )
Executions Respect Settings
What you configure is what runs.
Every workflow run picks up your token configuration. No step runs outside the bounds you set regardless of how many leads or deals come through.
score_lead256 / 256
assemble_meeting_brief480 / 512
classify_renewal_risk1,024 / 1,024
AI Inside The Workflow
Use AI where it moves deals. Not everywhere.
Routing rules, field validation, and stage requirements run deterministically. AI handles the steps that genuinely need it.
validate_lead_fieldsdeterministic
score_leadAI step
route_by_territorydeterministic
classify_renewal_riskAI step
Your most common sales workflows are already built.
Use these as templates for implementation planning and phased rollout. Start with the one causing the most friction right now.
+1+3+2
SalesMagento Abandoned Cart Recovery
One reminder, sent only if they actually need one.
+2+1
SalesSalesforce Lead Creation from Engagement Score
When a contact gets hot, create the lead only if one does not already exist.
+1+3+2
SalesSignup Lead Enrichment, Classification & Routing
Know which signups matter and alert your team before you've had a chance to check your inbox.
+2+4+3
FinanceSmart Expense Approval
Approve routine expenses instantly with rules, use Claude only to read messy submissions, and send the rest to a human.
Why Unmeshed for Sales
Your reps should be selling, not managing process.
Built by the team behind Netflix Conductor, rebuilt for modern sales operations where every handoff, approval, and renewal motion needs to run reliably without someone manually pushing it forward.
Live in under an hour
Connect your CRM and go live with a workflow in about 60 minutes with no implementation project required.
Works with what you already use
Salesforce, HubSpot, Outreach, Gong, Stripe, and 200 more native integrations across your full sales stack.
One platform for every sales workflow
Lead routing, approvals, pipeline hygiene, handoffs, renewals all running from one place with shared visibility across your team.
Policy updates without workflow rewrites
Keep routing and approval logic in decision tables so you can update rules without touching the underlying workflow.
Full audit trail on every deal
Every routing decision, approval, and handoff gets recorded with a timestamp and owner so nothing is ever disputed without evidence.
SLA timers and escalations built in
Set response windows on any approval step and if an approver goes quiet, the next person in the chain gets notified automatically.
Integrations
Connected to your full sales stack.
Connect your CRM, sales engagement tools, billing, and customer systems into one coordinated process with 200 plus native integrations ready to plug in across your revenue stack.
CRM
Salesforce, HubSpot, Pipedrive, Zoho CRM
Sales Engagement
Outreach, Salesloft, Apollo, Gong, Chorus
Enrichment
Clearbit, ZoomInfo, Clay, Apollo, 6sense
Billing and Contracts
Stripe, Zuora, Chargebee, DocuSign, Ironclad
Communication
Slack, MS Teams, Gmail, Outlook, Twilio
Slack
MS Teams
Twilio
Gmail
Outlook
SendGrid
Notion
Airtable
GitHub
Google Sheets
Google Docs
Mailchimp
MongoDB
BigQuery
Jira
PagerDuty
Google Chat
SharePoint
+100
moreNew integrations shipped every week
From the Blog
Sales automation and pipeline operations, in practice.
Start with the sales process slowing your team down most.
Pick one workflow generating the most manual overhead right now. Build it on Unmeshed, go live in under an hour, then expand to your full sales motion from there.