Automate lead routing for SaaS

SaaS companies get leads from trials, demos, and inbound. AI routes each to the right rep based on company size and intent.

Route trials and leads intelligently

AI evaluates trial signups by company size and routes enterprise to sales, SMB to self-serve. Every lead gets the right experience.

  • Trial signup routing
  • Company size detection
  • PLG + sales routing

Smart routing based on your rules

AI applies your routing logic instantly. Territory, deal size, rep expertise, workload balancing. Leads reach the right rep in seconds.

  • Territory-based routing
  • Workload balancing
  • Instant notifications
Workflow Running
1
Lead received
2
Apply routing rules
3
Select best rep
4
Assign and notify

How to automate lead routing for SaaS

Connect your product and CRM. AI routes intelligently.

01

Connect signup sources

Link your product database, Segment, or signup forms to Miniloop.

02

Define routing criteria

Company size thresholds, enterprise indicators, geographic rules.

03

Leads and trials route automatically

Enterprise goes to sales. SMB goes to nurture. Everyone gets the right path.

Lead assignment on autopilot

New leads get matched to the right rep based on territory, expertise, or round-robin rules automatically.

Workflows

  • Lead Enrichment logo

    Lead Enrichment

    Apollo → HubSpot

  • Email Outreach logo

    Email Outreach

    Gmail sequences

  • Data Sync logo

    Data Sync

    Airtable pipelines

  • Social Publishing logo

    Social Publishing

    Twitter + LinkedIn

  • Meeting Prep logo

    Meeting Prep

    Calendar briefings

  • Content Generation logo

    Content Generation

    Notion drafts

Why SaaS companies automate lead routing

Sales touches the right trials

Reps focus on enterprise signups, not every free trial.

Instant enterprise response

Big company signups get a rep reaching out immediately.

PLG + sales harmony

Self-serve and sales-assisted paths work together.

Better conversion tracking

Know which segments convert with sales touch vs self-serve.

Better economics

Match sales cost to deal value.

Why SaaS Companies Struggle with Lead Routing

According to OpenView Partners' SaaS benchmarks, product-led growth companies see thousands of signups monthly but struggle to identify which need sales attention. Pendo's product analytics data shows that less than 5% of trial signups warrant direct sales outreach, making routing precision critical. ChartMogul's SaaS metrics research found that enterprise trials engaged within 24 hours convert 3x higher than those contacted later. Volume and velocity require automated routing that can distinguish enterprise from self-serve instantly.

SaaS companies need routing that identifies enterprise signups from company data and routes them to sales while sending SMB to self-serve paths.

How SaaS Companies Automate Lead Routing with AI

When SaaS companies automate lead routing, enterprise prospects get immediate attention. Here's the workflow with Miniloop:

  1. Signup captured - Trial registration or demo request received
  2. Company identified - Email enriched to firmographic profile
  3. Segment determined - Enterprise, mid-market, or SMB assigned
  4. Path selected - Sales-assist or self-serve route chosen
  5. Assignment completed - Enterprise signups reach AEs within minutes

"We get 3,000 trial signups monthly. Buried in there are Fortune 500 companies who need sales help, but they looked like everyone else. We were either spamming everyone with sales outreach or missing enterprise entirely. Now AI enriches every signup and routes enterprise to our AE team within minutes. SMB goes through our automated onboarding. Enterprise trial conversion improved 200% because we engage while they are evaluating, not when their trial is expiring." — Head of Growth, B2B SaaS platform

SaaS companies using automated lead routing report 3x improvement in enterprise trial conversion and 75% reduction in time to first sales contact.

What Makes SaaS Lead Routing Different

SaaS routing requires instant enrichment and segment-aware paths:

SaaS Routing NeedWhat AI Automates
Email-to-company resolutionSignup email converted to firmographic profile
Segment determinationEnterprise vs SMB identified from company data
Path selectionSales-assist or self-serve route selected
Demo request priorityHigh-intent requests bypass trial qualification
PLG + sales coordinationSelf-serve and sales paths work together

SaaS success depends on matching sales resources to opportunity value. Automated routing ensures enterprise gets attention while SMB flows efficiently through self-serve.

Getting Started

Most SaaS companies set up automated lead routing in under 20 minutes. Connect your product database and CRM, let AI route enterprise to sales instantly. Capture more enterprise value while maintaining efficient SMB self-serve.

Frequently asked questions about automated lead routing for SaaS

Ready to automate SaaS lead routing?