RevOps Process Automation Library

LEAD ROUTING AUTOMATION

Lead Assignment Workflow

LEAD ROUTING AUTOMATION

TRIGGER: New lead created

STEP 1: DATA VALIDATION
☐ Check for duplicates
☐ Validate email format
☐ Check required fields

STEP 2: ENRICHMENT
☐ Call enrichment API
☐ Populate company data
☐ Add firmographic fields

STEP 3: SCORING
☐ Calculate fit score
☐ Calculate engagement score
☐ Determine MQL status

STEP 4: ROUTING
IF territory = "Enterprise" AND region = "West"
  → Assign to Enterprise West pool
ELSE IF territory = "Mid-Market"
  → Round-robin to MM team
ELSE
  → Assign to inside sales queue

STEP 5: NOTIFICATION
☐ Send Slack notification
☐ Create follow-up task
☐ Log assignment in activity

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OPPORTUNITY WORKFLOWS

OPPORTUNITY STAGE WORKFLOWS

ON STAGE CHANGE:

STAGE 1 → STAGE 2:
☐ Validate required fields complete
☐ Update close date if stale
☐ Notify SDR of conversion

STAGE 2 → STAGE 3:
☐ Require demo date
☐ Assign SE resource
☐ Create proposal task

STAGE 3 → STAGE 4:
☐ Require proposal amount
☐ Create legal review task
☐ Notify deal desk

STAGE 4 → STAGE 5 (Won):
☐ Create CS handoff task
☐ Trigger welcome email
☐ Update account status
☐ Notify team in Slack

Stale Deal Alert

STALE DEAL AUTOMATION

TRIGGER: Daily at 8 AM

CONDITION:
Stage NOT "Closed"
AND Close Date < TODAY
AND Last Activity > 14 days ago

ACTIONS:
1. Send email to opportunity owner
2. Send Slack notification to manager
3. Add "At Risk" tag to opportunity
4. Create task: "Update opportunity"

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DATA AUTOMATION

Enrichment Automation

Trigger	Source	Fields	Action
New lead	ZoomInfo	Company, employees	Auto-populate
New account	Clearbit	Industry, revenue	Auto-populate
Weekly	Apollo	Contact info	Refresh

Data Cleanup Workflow

DATA HYGIENE AUTOMATION

DAILY:
☐ Flag bounced emails
☐ Mark duplicate suspects
☐ Update stale records list

WEEKLY:
☐ Merge confirmed duplicates
☐ Archive old leads (180+ days)
☐ Standardize picklist values

MONTHLY:
☐ Refresh enrichment data
☐ Clean up test records
☐ Validate integration data

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REPORTING AUTOMATION

Automated Report Schedule

Report	Frequency	Recipients	Day/Time
Pipeline snapshot	Daily	Sales leadership	7 AM
Weekly forecast	Weekly	Exec team	Monday 8 AM
Conversion metrics	Weekly	Ops	Monday 9 AM
Monthly summary	Monthly	Board	1st business day

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