← Inbound Lead Routing — Census & Territory
On
ℹ Sample data only — workflow structure is illustrative. Node logic, sequence names, and enrollment counts do not represent actual system configuration or performance data.
Contact-based
Last updated Apr 2, 2026
847 contacts enrolled all time
23 active
📋
Enrollment Trigger
Form Submitted
Form name is any of:
"Request a Demo", "Contact Us"
⑂
If / Then Branch
What is the facility census?
Contact property: Facility Census
Branch 1 — < 20 Beds
✏️
Set Property Value
Assign to SMB Team
Contact owner: SDR Queue
Lead segment: SMB
✉️
Enroll in Sequence
Sequence B — SMB Nurture
5-touch, 14-day soft nurture cadence
Branch 2 — ≥ 20 Beds (AE Track)
🏢
Set Property Value
Route to AE Track
Lead segment: Enterprise
Continues to territory routing ↓
AE Track — Territory Routing
⑂
If / Then Branch
Which sales territory?
Contact property: State
Midwest
📍
Set Property
Midwest Territory
IL, WI, MN
IA, MO, IN
Northeast
📍
Set Property
Northeast Territory
NY, PA, NJ
MA, CT, OH
Southeast
📍
Set Property
Southeast Territory
FL, GA, NC
SC, TN, VA
West
📍
Set Property
West Territory
CA, TX, AZ
CO, WA, OR
👤
Set Property Value
Assign Contact Owner
Contact owner assigned by territory branch above
🤝
Create Record
Create Deal + Assign Deal Owner
Pipeline: New Business · Stage: Qualified Lead
Deal owner: matches contact owner
⑂
If / Then Branch
Was a demo requested?
Contact property: Demo Requested = Yes
Yes — Demo Requested
✉️
Enroll in Sequence
Sequence A — Demo Prep
Immediate confirmation + 3-touch pre-demo cadence
No — Demo Not Requested
✉️
Enroll in Sequence
Sequence B — AE Nurture
Soft follow-up sequence, demo CTA on touch 2