SDR to AE Handoff
No reviews yetSDR to AE Handoff facilitates the routing, booking, and crediting of every meeting an SDR hands to an AE, from platforms like Gmail, Salesforce, or HubSpot.
Lead Routing & Inbound Scheduling
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Features
Route leads across territories and segments with logs of which rule decided
Book meetings directly from Gmail, Salesforce, or HubSpot
Credit meetings to the SDR who booked them
Integrate with Salesforce, HubSpot, and Slack
Schedule meetings with branded calendars and routing queues
Match leads to Salesforce records by email
Assign SDR bookings to account executives using a round-robin system
Provide audit logs on every change in CRM records
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