Lead routing use case
Fully automated Salesforce lead routing software
Looking for a better way to assign leads in Salesforce? Improve your speed to lead with Kubaru. Kubaru is 100% native to Salesforce, built for security-focused industries like healthcare, fintech, and insurance.
Lead routing path
Providence
Incoming lead
Decision logic
Criteria checked
US West
Healthcare
Available
8 / 20
Assigned owner
Emily Clark
Enterprise Sales
Trusted by Salesforce teams
Salesforce assignment rules vs. Kubaru
Go beyond standard lead assignment rules
Compare Salesforce assignment rules with Kubaru for distributing leads, checking rep availability, and keeping follow-up on track.
| Capability | Salesforce assignment rules | Kubaru |
|---|---|---|
| Lead assignment | Assign to a specified user or queue | Assign to a user, queue, or routing group |
| Round robin assignment | Not built in | Even or weighted distribution |
| Workload-based assignment | Existing workload is not considered | Load balance by active workload |
| Availability-based assignment | User availability is not considered | Work schedules, holidays, and OOO |
| Unworked record reassignment | Requires separate automation | Reassign after a configured time limit |
Lead assignment
- Salesforce assignment rules
- Assign to a specified user or queue
- Kubaru
- Assign to a user, queue, or routing group
Round robin assignment
- Salesforce assignment rules
- Not built in
- Kubaru
- Even or weighted distribution
Workload-based assignment
- Salesforce assignment rules
- Existing workload is not considered
- Kubaru
- Load balance by active workload
Availability-based assignment
- Salesforce assignment rules
- User availability is not considered
- Kubaru
- Work schedules, holidays, and OOO
Unworked record reassignment
- Salesforce assignment rules
- Requires separate automation
- Kubaru
- Reassign after a configured time limit
According to a study by Lead Connect, 78% of customers buy from the first company to respond to their inquiry. Kubaru’s Salesforce lead routing software helps teams stay within that window and keep every lead moving.
- Route leads to the right rep in seconds.
- Reassign unworked leads before they go cold.
- Measure average response time and adjust your assignment logic as needed.
Incoming lead
Providence
Demo request
Providence
Washington healthcare team
Router criteria
Start the routing path
Source
Demo form
Industry
Healthcare
Priority
High
Matched territory
US West
Close more deals by routing leads to the best possible user.
- Route leads by priority, territory, skills, product interest, language, and more.
- Use weighted round robin assignment to direct a greater portion of leads to top performers.
- Keep similar leads with the same rep using match rules.
Router settings
Rep fit checks
Tie breaker options
Eligible reps
Choose the best available owner
Anthony Wright
Healthcare Sales
Available
Workload: 11 / 20
QualifiedEmily Clark
Healthcare Sales
Available
Workload: 8 / 20
Assigned
Kevin Peterson
Midmarket Sales
Unavailable
Workload: 6 / 20
SkippedLeads often go uncontacted due to lack of sales capacity, cherry picking, availability, human error, and so on. Kubaru eliminates these problems.
- Alert reps of new leads using email, mobile, and desktop notifications.
- Enforce your lead management SLA with automated lead reassignment.
- Ensure sales reps are not assigned more leads than they can handle using limits and load balancing.
Decision path
Why Providence was assigned
Assignment log
Follow-up stays visible
Assigned
Emily ClarkMidmarket Sales
Notification Sent
Email + mobile
Reassign Record
15 min SLA action
Active
15 min wait
Kubaru lets Sales Ops and RevOps update routing rules in minutes, not months.
- Create routing logic without the standard Salesforce rule-cap limitations.
- Adjust routing logic instantly when territories shift or new reps join.
- Use an intuitive interface designed for business users to adjust routing logic quickly and securely.
Router control
Tune the Providence path
Priority filter
High
Territory group
US West
Required skill
Healthcare
SLA action
15 min reassignment
Selected router
Healthcare demo requests
Change history
Ops updates stay visible
Updated filter
Industry = Healthcare
Adjusted limit
Max active leads = 20
Published router
Providence path active
Routing change ready for the next lead
Workflow capabilities
Routing leads, cases, and other records in Salesforce does not have to be difficult. Kubaru makes it easy to automate complex assignment logic in minutes. Built for Sales Ops and RevOps, our platform scales with your team and gives business users direct control.
Assign Anything
Easily automate the assignment of any standard or custom object in Salesforce.
Learn MoreRule-Based Assignment
Create rules to assign records to specific users based on any criteria in seconds.
Learn MoreRound Robin
Put an end to territory disputes by distributing records evenly.
Learn MoreSkill Management
Assign records to the best user based on their skills.
Learn MoreTerritory Management
Define your own custom geographic territories for assignment.
Learn MoreDuplicate Management
Ensure records flagged by your Salesforce Duplicate Rules are assigned to the same rep.
Learn MoreScheduling
Assign records to available reps based on out-of-office schedules, holidays, and working hours.
Learn MoreWorkload Management
Automatically assign records to reps based on their workload.
Learn MoreWeights and Limits
Set time-based and workload-based limits on the number of records that can be assigned to users.
Learn MoreShark Tank
Give users the ability to claim unassigned records from a shark tank.
Learn MoreReassignment
Automatically reassign unworked records before they go cold.
Learn MoreNotifications
Alert reps of assignments using email, mobile alerts, push notifications, Slack alerts, and more.
Learn MoreWhy customers love us
Built for teams that need routing to stay reliable
Sales and operations teams use Kubaru to keep lead assignment clear, auditable, and easy to adjust as teams change.
“Kubaru has been an absolute game-changer for us… The platform is intuitive, reliable, and easy to integrate into our daily workflows. What used to take hours can now be done in minutes… I highly recommend Kubaru to anyone looking to improve productivity and reduce the headaches of repetitive tasks.”
“BEST Lead Routing tool EVER! Talk about a solution that makes the complex simple! I have used Kubaru now in 2 organizations I have worked with and the Ops teams on both loved its ease of use and setup. Fast and quick maintenance as well. AND the staff at Kubaru are some of the most responsive, helpful individuals that we have the pleasure of working with.”
“Flawless Performance and Top-Notch Support. Kubaru is an absolute gem of a tool that has become an indispensable asset in our tech stack. Moreover, the level of attentiveness and dedication provided by the Kubaru support team is unparalleled.”
“I have used Kubaru at several companies and worked directly with [the Kubaru support team] to solve problems and get record distribution up and running… Kubaru has the framework to support basic use, enterprise-level complexity, and everything in between… I wish that I could give them 6 stars!”
Kubaru reduced our speed to lead from 45+ minutes to 6 minutes in under a day of setup… The tool is driving the behavior, and the behavior is driving results.
Kubaru has made my life so easy. I'm able to adjust routing and schedules in minutes as the sales process changes. Their support is also top notch.
One of the very few products… that, once you set it to do what you want, it just WORKS… It has completely changed our speed to lead.
Since we started using this tool, our sales leaders have saved over 11 hours weekly. The setup was very easy and the… team… very responsive.
On the surface, the app does what it is advertised to do and does it well… As a small company it was great to have the support of the team… A true partner.
Kubaru does everything we need… It was easy to set up… and we've already seen our speed to lead time improve drastically.
By far one of the best apps we’ve implemented in Salesforce! It completely transformed how we handle record distribution… their support team is exceptional...seriously, they are the BEST!
The customer support offered by this company is the absolute best that I've ever experienced and that includes comparing against the absolute biggest companies… and smaller companies.
I've been a big fan of Kubaru for 3 years over 2 companies… Ease of use, competitive pricing, awesome support. Thank you!
We rely on it daily — it truly is a set-it-and-forget-it solution. It does everything we need and more, integrating seamlessly.
We deal with thousands of leads per month and Kubaru makes it simple… to distribute and manage these between our agents.
Since our organization has adopted Kubaru as our main lead routing service, we've seen impressive improvement in the efficiency of our sales process… There's so much customization… that makes it easy for reps to… work… leads quicker.
Been using this for about a year, very happy with the solution. Support and service is excellent… Strongly recommended.
We made the switch from custom distribution flows to Kubaru and haven’t had any regrets. Kubaru was easy to configure… out of the box.
Kubaru has been an incredible solution for our team, helping us save both time and money while making our processes much smoother… It’s been a real game-changer.
Kubaru is an incredibly intuitive and easy-to-use product. The support team is responsive and genuinely helpful.
What used to take hours can now be done in minutes, freeing up our team to focus on more strategic tasks.
Kubaru has been a great partner… Communication and pricing are seamless… and you always feel like you're in capable hands.
Salesforce lead routing FAQ
Is there a free trial available for Kubaru?
Absolutely. You can start a free trial at any time by navigating to our AppExchange listing and clicking Get It Now. The free trial lasts 30 days and includes all features. There is no obligation or credit card required.
What objects can Kubaru assign in Salesforce?
Kubaru can assign any object in Salesforce, including custom objects.
Can non-technical users manage routing rules?
Yes. Kubaru gives Sales Ops and RevOps control to update rules without relying on developers or Salesforce admins. You can change criteria, add users, or adjust territories in minutes.
Does Kubaru help maintain response time targets?
Yes. Kubaru routes each lead in seconds, monitors activity, and reassigns cold records before they stall. Teams use it to hit speed-to-lead goals and keep pipelines moving.
Does Kubaru provide features for round robin lead assignment?
Yes. Kubaru provides both standard round robin and advanced weighted round robin distribution, allowing you to balance lead volume fairly across your team. See our round robin feature page for more information.
Does Kubaru route leads based on user availability?
Yes. Kubaru provides availability features to ensure leads are routed to reps who are actively working. You can define working hours, breaks, holidays, and custom schedules.
Can Kubaru route leads based on geographic territories?
Yes. Kubaru provides territory management features to automatically route leads based on the territories you define. Our platform uses fields like ZIP code, state, country, or custom boundaries to assign each lead to the correct rep or team.
Can Kubaru route records based on multiple factors at once?
Yes. Kubaru can use territory, skills, workload, schedules, and priority together. This helps teams send each record to the best available rep, even when the logic is complex.
Can users claim leads instead of receiving them automatically?
Yes. Kubaru provides a shark tank feature that lets users review and claim leads on a first-come, first-served basis. This helps teams move quickly during high-volume periods and gives reps more control over the leads they work.
What happens to leads that go unworked in Kubaru?
Kubaru can monitor assignments and automatically reassign unworked records based on the SLA actions you configure. If a lead sits unworked for too long, Kubaru can reassign it based on availability, workload, or the rules you define.
Is Kubaru a native Salesforce application?
Yes. Kubaru is a 100% native Salesforce lead routing software application. This means all processing happens inside your org, your data never leaves Salesforce, and Kubaru follows Salesforce security, performance, and reliability standards. See our Security page for more information.
Who can I contact about other questions?
Contact us through the contact form and we will get back to you.