The problem
Your routing rules key off email domain. Then reality arrives: a VP signs up with Gmail, a subsidiary uses a different domain than the parent account your AE owns, and an agency contact registers on behalf of a client. Round-robin sends all three to the wrong rep, and the CRM now has three orphaned records.
The system
- Intercept before routing. New lead webhook fires into a small worker instead of routing directly.
- Resolve identity. The worker resolves the person and company: email → person profile → current employer → canonical company ID. Free-mail signups resolve through name + enrichment instead of domain.
- Match against the account universe. The canonical ID is checked against your resolved account list (see our 320k-account case study) for existing ownership, territory, and score.
- Route with full context. The lead lands with account match, owner, score, and evidence attached. Round-robin only handles genuinely net-new companies.
Results to expect
Mis-routed leads drop to near zero, speed-to-lead improves because reps trust the assignment, and the CRM stops accumulating orphan records with every campaign.
