Pipedrive lead routing & distribution: round-robin, custom-rule lead assignment, instant alerts & escalation. Get new leads to the right rep fast.

Lead routing, distribution, assignment, round-robin…whatever you call it, getting every new lead to the best salesperson is what RouterJet does.

RouterJet auto-assigns leads, deals and contacts in Pipedrive based on any field — price, location, custom fields, anything. Fair, fast, and set up in minutes. The original, most-reviewed and highest-rated lead-routing app for Pipedrive — trusted by teams since 2019.

Features

Round-robin — even, fair distribution, set up in minutes.

Custom rules — assign by location, deal size, or any Pipedrive field.

Instant alerts — notify reps of new leads by email, SMS, Slack or WhatsApp.

Work hours & roster — only route to reps working today; one-click sick/vacation toggle so leads never land with someone who's out.

Escalation — if a lead isn't followed up in X minutes, RouterJet reassigns it to someone who can respond now. Never let a hot lead go cold.

Weighted distribution — send more leads to top performers, fewer to new hires.

Response reporting — measure and optimize your team's speed-to-lead.

Built natively for Pipedrive — no CRM migration, no complicated setup.

Respond faster than your competition and win more leads with RouterJet.

Got questions? Email [email protected]

Round-Robin for Pipedrive

1. Click Install on the marketplace and log in to RouterJet
2. Go to the Team page in RouterJet and turn on the agents you want to assign deals to
3. Go to the Rules page in RouterJet and add your first rule, then: Select the Pipeline and stage you want to trigger deal assignment, select the agents you wish to assign deals to and press "save."
4. Go to Pipedrive and create a test to check that the deals are correctly assigned.

Custom lead assignment for Pipedrive Go to the Advanced Settings on the Rules page to trigger deal assignment using more granular criteria (e.g., location, amount or any custom field for the deal, etc.)

Lead alerts for Pipedrive Turn on SMS, email, Slack, and WhatsApp alerts at the bottom of each Rule page. Remember to add the mobile numbers of your agents on the team page first.

Weighted Distribution Navigate to Rules → Weights. Set weights for each agent. Higher weighted agents will receive more leads.

Lead escalation Turn on Escalation at the bottom of each Rule page. Escalation will reassign unclaimed leads to the next available agent X minutes after the initial assignment.

Tip: only use this feature for your urgent leads (like online leads)

Deals can be claimed by:

• Changing the stage in Pipedrive or
• Clicking on the notification's claim link
• Marking the deal as won/lost

Got questions? Email us at [email protected]