Build advanced assignment rules and routing logic across leads, contacts, accounts, and opportunities, so you can focus on strategic initiatives.
Trusted by companies like yours
Make changes, test them, and deploy in real time, right inside Salesforce.
Stop spending time marking up spreadsheets, reassigning records, chasing follow-ups.
Replace fragmented tools and consolidate into one easy-to-manage layer.
From routing to deduping to alerts, everything handled in one clean layer and deployed right to Salesforce.
Create flexible routing rules for any scenario, leads, opportunities, or accounts, based on field values, status, region, and more.
Define and adjust territories, capacity limits, and fallback rules to ensure fair distribution and fast response across teams.
Automatically link leads to existing accounts or contacts. No more manual mapping or missed connections, just accurate, up-to-date data.
Configure advanced dedupe rules with filters, tie-breakers, and timing logic. Merge duplicates across leads, contacts, and accounts automatically.
Create flexible routing rules for any scenario, leads, opportunities, or accounts, based on field values, status, region, and more.
Define and adjust territories, capacity limits, and fallback rules to ensure fair distribution and fast response across teams.
Automatically link leads to existing accounts or contacts. No more manual mapping or missed connections, just accurate, up-to-date data.
Configure advanced dedupe rules with filters, tie-breakers, and timing logic. Merge duplicates across leads, contacts, and accounts automatically.
Sweep fits your existing lead routing logic, custom rules, territories, teams, so you go live and scale fast.
Sweep connects directly to your Salesforce instance, no syncing delays, no brittle workarounds.
See it, test it, change it, without waiting on someone else to make edits or push code.
Sweep helped me be more efficient. I can focus on more strategic things which is ultimately the goal in my role.
faster speed-to-lead
With Sweep, we just build the routing rule we need, no digging through Salesforce’s backend. What used to take weeks now takes a day or two. Huge win for us.
Territory management went from 5–10 hours a week to maybe one, sometimes less. What used to derail the whole week is now just a quick task between meetings.
See how fast you can go live with automated assignment, matching, and alerts.