Account-based routing · RevOps · Account management
Existing accounts go straight to their owner
Look up every lead in your CRM before routing. Known accounts land on their owner's calendar; new logos rotate across the team — automatically.
The problem
- A customer's champion fills in the demo form and gets booked with a random new-business rep.
- Owners find out about an inbound from their own account days later, in a CRM report.
- Round robin rules ignore ownership, so territories are enforced by hand.
The router
A simplified version of the flow you'd build in the router editor.
Website form · API
Lead matching
Attio person + company
Owned account
Ownership rule · CRM owner
Display calendar
Record owner, fallback team
Catch-all
No owner yet
Display calendar
New business · round robin
Update CRM
Upsert records, set owner
Set it up
Live in an afternoon
- 1
Connect Attio
Paste an access token and choose the attribute that holds the record owner. Cauliflower maps owners to teammates by email.
- 2
Add an ownership path
Ownership paths match leads whose person or company already has an owner in the CRM — or a previous owner in Cauliflower.
- 3
Write the owner back
Add an Update CRM step to the catch-all so the rep who books a new logo becomes its owner.
- 4
Fallbacks
If the owner isn't a teammate in Cauliflower, the step falls back to a team or person you choose.
What changes
The result
Relationships respected
Customers keep talking to the person who knows them.
CRM stays the source of truth
People, companies, notes and owners sync back after every booking.
No manual territory policing
Ownership is evaluated on every single lead, in milliseconds.
Read the docs
More use cases
Inbound demo requests
Qualify form fills in real time and show the right rep's calendar instantly.
SDR to AE handoff
SDRs book qualified prospects onto the right AE's calendar from one screen.
Enrichment & qualification
Ask for just an email and still know who you're talking to — then send them to the right rep.
Stop letting good leads go cold.
Connect your calendar, point your demo form at Cauliflower and book your first meeting today. Set up takes about ten minutes — and it's free during early access.