Lead routing that knows who already owns the account

AI agents check every inbound lead against your accounts, territories, and customers, then route it to the right rep with the context attached.

Inbound lead routingActiveRuns on every demo request
Workflow5 steps
Pick up the new demo requestHubSpot
Look up account owner and open dealsSalesforce
Apply territory and segment rules
Hold edge cases for reviewApproval
Notify the rep with contextSlack
Every run logged

What routing work teams hand off to Woodrow

Territories, round robins, account matching, and the exceptions nobody wrote down. Each agent follows your routing rules, pauses for review where you decide, and keeps a record of every run.

Explore all workflow templates→

Built in 15 minutes. Still running next quarter.

Woodrow works like an engineer behind the scenes, building, running, and improving your agents, so you don't have to.

 ​Learns
 ​how you work
Type, talk, or upload a video to show Woodrow what you do. It asks questions so every detail is right.
 ​Logs
 ​every action
Every run is fully reviewable, with a record of the inputs, decisions, actions, and outputs.
 ​Survives
 ​a renamed field
Woodrow monitors your integrations for changes and suggests updates to keep the work flowing.
Woodrow asks:
What should I do when a lead matches an account with no active owner?
Route it to the team lead
Use the normal round robin
Hold it for my review
✓ Saved to workflow
Last run: September 29th at 2:14 pmCompleted
1
HubSpotPick up the new demo request
14:14:029s
2
SalesforceLook up account owner and open deals
14:14:1121s
3
NotesApply territory and segment rules
14:14:3218s
4
CalendarSkip reps who are out today
14:14:5026s
5
SlackSend the rep the lead with context
14:15:164s
Integration alert:

Salesforce renamed the Territory field on accounts. I remapped the field and re-ran today's routing to verify. Would you like to save this update?

-Territory__c → Territory
+Territory__c → Sales Region

Works with the tools your team already uses

Woodrow connects to your CRM, call notetaker, calendar, and billing tools, and can reach tools even when APIs fall short or don't exist.

Salesforce
HubSpot
Clay
Granola
Calendly
Slack

+ Apollo, ZoomInfo, Gong, Avoma, PandaDoc, Zoom, and any other tool your team uses.

Browse all integrations→

Your data stays yours

Woodrow is SOC 2 Type II compliant, with encryption and strict access controls. ​Your information is never used to train models.

TLS 1.3+
transit encryption
Automatic
PII masking
AES-256
encryption at rest
Strict
data isolation
AICPA SOC badge
Role-based
access controls
Pre-approved
tool whitelisting
Annual
compliance audit
No model
training

Common questions

Does it replace our current routing tool?

No, it sits next to it. Your current tool keeps routing in real time, and Woodrow handles the cases its rules miss, like existing customers or leads with no clear territory.

Under 15 minutes for most checks. Pick a template or describe what you want, connect your tools, and answer a few questions about your rules. There's no implementation project, no onboarding call, and no consultant.

Only where you decide. Agents can work on their own, pause for review, or wait for approval. Most teams start with drafts going to the rep.

The lead goes wherever you choose: a default owner, a team lead, or a review queue. Every decision is logged with the rule that made it.

You describe it, or share your playbook and a few example calls, and Woodrow asks questions until every detail is right. The agent then applies the same rules on every run.

You can, and plenty of teams start there. The hard part is week twelve: a field gets renamed, an API changes, and a homemade script breaks without telling anyone. When something changes, Woodrow fixes the workflow itself, re-runs recent work to confirm the fix, and asks you to approve it. Nobody has to dig through code someone else wrote.

Woodrow is SOC 2 Type II compliant, encrypts data in transit and at rest, and masks PII by default. Your data is never used to train models.

Hand off the chore you did ​
by hand this morning.

Start with one chore. Go live in 15 minutes.