lumen.crm · Automation
Standard processes run — even when nobody remembers
Workflow automation with trigger-action logic and rule-based lead routing: lumen.crm takes repetitive steps off your sales team without giving up control.
Workflow automation
When X happens, do Y — reliably
A workflow consists of a trigger and a list of actions: when a new lead is created, the welcome email goes out and sales gets a task. When a deal is won, the team is notified. No script, no Zapier bridge — right inside the CRM.
- Trigger-action logic: an event fires one or more steps
- Examples: lead welcome flow, deal-won routine, score alert
- Configured by admins — traceable instead of scattered
- Available from the Growth plan
Lead routing
Every lead reaches the right person
Four routing strategies distribute incoming leads by rule: round robin with weighting, load balancing by fewest active leads, territory by field rules, or value-based by value ranges. Rules apply by priority, a default rule catches everything — and a fallback makes sure no lead sits idle.
- Four strategies: round robin, load-balanced, territory, value-based
- Priorities, default rule and automatic fallback
- Loop protection and rate limiting against assignment ping-pong
- Every assignment in the history: who, to whom, by which rule
Next step
Your sales routines, automated once
Bring two or three recurring processes to the demo — we rebuild them live as a workflow and a routing rule.