Salesforce assignment rules not cutting it?
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
Boost speed-to-lead by 300%
Go live in minutes
Make changes, test them, and deploy in real time, right inside Salesforce.
Save hours every week
Stop spending time marking up spreadsheets, reassigning records, chasing follow-ups.
Cut lead routing costs in half
Replace fragmented tools and consolidate into one easy-to-manage layer.
Sweep handles every assignment rule use case
From routing to deduping to alerts, everything handled in one clean layer and deployed right to Salesforce.
From form fill to follow up - in seconds.
One platform for assignment rules, deduplication, and matching
Customizable assignment rules
Create flexible routing rules for any scenario, leads, opportunities, or accounts, based on field values, status, region, and more.
Territory & workload management
Define and adjust territories, capacity limits, and fallback rules to ensure fair distribution and fast response across teams.
Native matching across Salesforce
Automatically link leads to existing accounts or contacts. No more manual mapping or missed connections, just accurate, up-to-date data.
Automated deduplication
Configure advanced dedupe rules with filters, tie-breakers, and timing logic. Merge duplicates across leads, contacts, and accounts automatically.
Customizable assignment rules
Create flexible routing rules for any scenario, leads, opportunities, or accounts, based on field values, status, region, and more.
Territory & workload management
Define and adjust territories, capacity limits, and fallback rules to ensure fair distribution and fast response across teams.
Native matching across Salesforce
Automatically link leads to existing accounts or contacts. No more manual mapping or missed connections, just accurate, up-to-date data.
Automated deduplication
Configure advanced dedupe rules with filters, tie-breakers, and timing logic. Merge duplicates across leads, contacts, and accounts automatically.
We started looking for a lead routing tool because our process was eating up hours. Other vendors, like LeanData, offered really expensive solutions that only covered routing. When we came across Sweep, what surprised us was that, for a similar cost, Sweep offered 10x more features. It was lead routing, but also deduplication, automation building, Slack alerts. Sweep let us override what Salesforce doesn’t let you do.
Built for how you work
Zero ramp-up, full impact
Sweep fits your existing lead routing logic, custom rules, territories, teams, so you go live and scale fast.
Deep Salesforce-native integration
Sweep connects directly to your Salesforce instance, no syncing delays, no brittle workarounds.
You stay in control
See it, test it, change it, without waiting on someone else to make edits or push code.
Don't take it from us...
Sweep really met all of my needs, and made the process of migrating from LeanData to Sweep lightning quick and painless
We had our new business funnel built out in two days, far faster than I’ve seen before. Updating sales funnels, dependencies, and validation rules can easily take up to a month
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.
4x
60%
5x
90%
90%
80%
Sweep really met all of my needs, and made the process of migrating from LeanData to Sweep lightning quick and painless
4x
60%
We had our new business funnel built out in two days, far faster than I’ve seen before. Updating sales funnels, dependencies, and validation rules can easily take up to a month
5x
90%
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.
90%
80%
You’re 30 minutes away from cleaner routing.
Book a demo
See how fast you can go live with automated assignment, matching, and alerts.