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Scale revenue without scaling headcount

Automate routing, eliminate duplicates, enforce SLAs, and orchestrate revenue workflows directly inside Salesforce with one governed operational workspace.

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From reactive admin work to operational infrastructureom first setup to scalable foundation

Revenue growth exposes operational fragility

Leads sit in queue. Territories drift after headcount changes. Duplicate records distort pipeline. SLAs depend on manual follow-up. Marketing attribution requires stitching data across tools. The problem is infrastructure.

Salesforce shouldn’t just store data

Salesforce was built as a system of record, but teams need a system of execution. Sweep turns Salesforce into an operational engine that governs routing, data integrity, alerts, automation, and attribution from one controlled workspace.

Operational infrastructure that runs continuously

Routing, dedupe, alerts, automation, and attribution run as continuous infrastructure, not disconnected tools. Revenue operations becomes automatic, accurate, and accountable.

Make Revenue Operations automatic, accurate, and accountable

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Route leads in Salesforce instantly and correctly

Centralize Salesforce lead routing and multi-object assignment into one governed workspace.

  • Territory-aware routing
  • Round-robin and weighted distribution
  • PTO-aware workload balancing
  • SLA timers and escalation logic
  • Embedded deduplication at the moment of assignment

Most lead routing tools rely on separate matching engines. Sweep performs dedupe before assignment, ensuring ownership is correct from the start.
Assignment logic becomes visible, testable, and deployable without navigating overlapping rules or fragile Flow logic.

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Eliminate duplicates in Salesforce before they corrupt pipeline

Data integrity should not depend on quarterly cleanup projects.
Sweep performs real-time Salesforce dedupe natively inside the platform — preventing dirty data from entering your system in the first place, whether you need to dedupe Salesforce data across a handful of records or run a mass dedupe Salesforce wide:

  • Lead-to-Lead and Lead-to-Account matching
  • Cross-object duplicate detection
  • Configurable merge behavior and tie-breakers
  • Master record control
  • Audit-ready execution logs

Unlike batch-based dedupe tools, matching runs at record creation, preventing dirty data from entering routing, reporting, and attribution flows. Pipeline accuracy becomes infrastructure.

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Enforce SLAs with real-time Salesforce alerts

Operational breakdown often looks like stalled opportunities and missed renewals.
Sweep turns Salesforce changes into real-time Slack and Teams alerts:

  • SLA breach notifications
  • Stage stagnation nudges
  • Renewal reminders
  • Ownership change alerts
  • Automatic deal room creation and archival

Reps can update Salesforce fields directly from the alert. Execution becomes embedded into workflow, not dependent on manager follow-up.

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Build Salesforce automation without a Ph.D in Salesforce

Sweep offers an intuitive way to build automations in plain English. Our no-code, AI-powered Salesforce automation platform allows users to:
Build triggers, conditions, and multi-step logic visually

  • Orchestrate cross-object workflows
  • Deploy from Sandbox to Production with side-by-side comparison
  • Execute without governor-limit failures

Sweep centralizes logging, isolates errors, and avoids nested complexity. Operational change becomes both deliberate and deployable in minutes. Documentation becomes embedded into your implementation, so clarity remains as your org evolves.

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Connect HubSpot marketing influence to Salesforce revenue

Sweep connects HubSpot engagement data directly to Salesforce opportunity logic:

  • Automated campaign enrollment
  • First-touch, last-touch, even distribution, or custom attribution models
  • Opportunity-stage-based attribution triggers
  • Cross-system lifecycle alignment

This is a HubSpot-to-Salesforce operational attribution layer embedded inside your CRM, not a spreadsheet reconciliation process. Revenue influence becomes trusted infrastructure. Marketing and Sales teams operate from the same attribution data.

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Coordinate meetings automatically inside Salesforce

Centralize scheduling and calendar coordination inside the same workspace that manages routing, alerts, and automation.

  • Automated meeting scheduling tied to Salesforce records
  • Owner-based or territory-aware meeting assignment
  • Automatic meeting creation and calendar synchronization

Scheduling logic becomes visible, governed, and deployable alongside the rest of your revenue operations infrastructure.

How it works

Connect your systems

Sweep indexes operational logic into the Unified Metadata Graph.

Configure operational rules

Routing, dedupe, alerts, automation, and attribution operate within the same governed platform.

Execute continuously

All logic runs natively inside Salesforce with audit trails and deployment controls

Customer stories

Routing complexity turned to 33-Second speed-to-lead

Challenge:
Cybrary inherited a complex LeanData routing architecture with hundreds of assignment rules. Changes were risky. Visibility was limited. Speed-to-lead lagged

Implementation:
Sweep centralized routing and embedded dedupe at assignment.

Results:

  • Lead response time: 19.4 minutes → 33 seconds
  • Routing + matching deployed in one week
  • 300% faster implementation than previous tooling

"Sweep really met all of my needs, and made the process of migrating from LeanData to Sweep lightning quick and painless. Sweep's UI made it very clear to me what assignments were going where, and which criteria were extraneous or duplicative. Now iterating and making changes is way easier than before."

Nicole
Rouel Agustin,
Cybrary’s Director of Revenue Operations
From 16% Duplicate Accounts to Enforced Discipline

Challenge:
Cognitiv discovered that 16% of Accounts were duplicates, undermining pipeline visibility and rep compliance.

Implementation:
Sweep implemented real-time deduplication and Slack-driven alerts.

Results:

  • 16% duplicate Accounts consolidated
  • 20%+ increase in Salesforce opportunity updates
  • Reduced days between sales stages by 5%

“There were projects that would take at least a week and time from multiple stakeholders, and I was able to get it done in half a day.”

david
Aaquil Rowe,
Senior Manager of Sales and Marketing Operations
From tool sprawl to unified operational control

Challenge:
Esper relied on LeanData, Flow, and consultants to manage routing and automation.

Implementation:
Sweep consolidated routing and automation into one operational layer.

Results:

  • 33% faster automation builds
  • 63% reduction in project scoping time
  • 25% cost reduction by replacing LeanData

“With Sweep, I’ve been able to quickly adapt Salesforce to evolving GTM strategies without requiring multiple admins or external consultants. The tool empowers a lean team to deliver high-impact changes in a fraction of the time.”

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Ed Cho
RevOps Manager, Esper
Read more customer stories

Frequently Asked Questions

Salesforce provides foundational tools, but Assignment Rules, Duplicate Rules, Flow logic, and notifications operate across separate surfaces. Sweep centralizes Salesforce lead routing, Salesforce dedupe, alerts, and automation into one governed operational layer that executes in real time and remains visible to RevOps. Instead of stitching together rules across Setup screens, teams manage execution from a single workspace.

LeanData specializes primarily in routing and matching. Sweep unifies Salesforce routing, embedded dedupe at assignment, automation, Slack alerts (including auto deal rooms), and marketing attribution in one operational workspace. For lean RevOps teams, this reduces tool sprawl and improves governance without layering multiple vendors.

Many Salesforce dedupe tools operate in batch mode, cleaning data after it has already entered the system. Sweep performs real-time matching natively inside Salesforce at the moment of record creation and integrates directly with routing and automation. Ownership and enrichment happen before pipeline and reporting are impacted.

No. Flow remains powerful. Sweep simplifies common RevOps workflows, centralizes logging, isolates errors, and reduces fragility — particularly for SMB teams operating without dedicated Salesforce developers. Many teams use Sweep alongside Flow for operational execution while preserving native flexibility.

Sweep alerts are bi-directional and operational. Reps can update Salesforce fields directly from Slack or Teams without context switching. Alerts can also automatically create and archive deal rooms based on lifecycle events — embedding execution into workflow rather than sending passive reminders.

Yes. Salesforce lead routing, Salesforce dedupe, alerts, Salesforce automation tools, and attribution are Agentic Ops products built on the Sweep platform and Unified Metadata Graph. That means they operate within the same governed infrastructure as documentation and monitoring — with audit trails and deployment controls.

Sweep operates natively inside Salesforce. It executes logic within your environment and does not export or store your transactional customer records externally. All routing, dedupe, and automation actions occur inside your Salesforce instance.

No. Sweep indexes metadata — configuration, schema, automation, and permissions — not transactional customer records.

Most teams deploy Salesforce lead routing, Salesforce dedupe, or alerts in days — not months. Because Sweep provides side-by-side deployment controls and sandbox-to-production promotion, RevOps teams can ship changes without long SI engagements or consultant dependency.

Run revenue like you mean it, at-scale

You don’t need more headcount to scale. You need routing that holds, data that stays clean, SLAs that enforce themselves, and automation that ships without friction.