Fully automated lead assignment for Salesforce

Are you looking for a better way to assign leads in Salesforce? Fully automate your lead assignment with Kubaru.

Improve lead response time and close more leads

According to a study by Lead Connect, 78% of customers buy from the first company to respond to their inquiry. Kubaru gives you the tools you need to optimize your response time. 

A sales rep receiving email notification about a lead assignment
A customer and employee high-fiving and a checklist of skills

Assign leads to the right sales rep

Close more deals by assigning leads to the best possible rep. 

Make sure leads never go unworked again

67% of leads are never contacted according to a study by InsideSales. Leads often go uncontacted due to lack of sales capacity, cherry picking, availability, human error, and so on. Kubaru eliminates these problems. 

A sales woman who is unavailable to respond to leads

Your all-in-one solution for fully automated
lead and case assignment

Assign anything

Easily automate the routing of any standard or custom object in Salesforce.

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Load balancing

Automatically assign records to reps based on their workload.

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Round robin

Put an end to territory disputes by distributing records evenly.

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Skill-based assignment

Assign records to the best user based on their skill set.

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Territory management

Define your own custom geographic territories for assignment. 

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Rule-based assignment

Create rules to assign records to specific users based on any criteria in seconds.

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Shark tank

Give users the ability to claim unassigned records from a shark tank.

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Duplicate management

Ensure records flagged by your Salesforce Duplicate Rules are assigned to the same rep.

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User weighting

Maximize performance by assigning more records to reps based on performance and capacity.

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Limits

Set time-based and workload-based limits on the number of records that can be assigned to users.

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Scheduling

Assign records to available reps based on out-of-office schedules, holidays, etc.

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Reassignment

Automatically reassign unworked records before they go cold.

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Notifications

Alert reps of assignments using email, mobile alerts, push notifications, slack alerts, and more. 

Empowering the fastest growing companies

Ready to see if we're a good fit? Schedule a free demo.

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