Automatic Lead Assignment
for Salesforce Sales Teams
AssignMate automatically routes Salesforce leads, cases, and opportunities to the right rep — round robin, weighted, or availability-based. No code. No Apex. No admin ticket. Fair distribution from minute one.
Dashboard — live view of lead volume, rep availability, and capacity alerts
Your reps are fighting over leads — or nobody is following up at all
Salesforce's native lead assignment rules let you route records to a queue based on criteria — but they don't rotate. That means:
- ✕Managers manually forwarding leads from a shared queue every morning
- ✕Top reps cherry-picking the best leads while others sit idle
- ✕New leads sitting unassigned for hours because nobody claimed them
- ✕Zero audit trail — no way to prove who got what or when
- ✕Your CRM data is wrong because assignment history lives in Slack DMs
AssignMate solves this in under 10 minutes — no developer required.
Dashboard — live view of lead volume, rep availability, and capacity alerts
Everything a sales manager needs to run fair lead distribution
Built for teams of 3–20 reps. Works for Leads, Cases, Opportunities, or any Salesforce object.
True Round Robin Assignment
Every new lead, case, or opportunity goes to the next rep in rotation — perfectly even distribution with zero manual work. Works for any Salesforce object.
Weighted Distribution
Give your top closers more leads. Set a rep's weight to 2× and they receive twice the assignments. You control the ratio.
OOO & Availability Toggle
Mark a rep as Out of Office in one click. AssignMate skips them automatically. When they're back, flip the toggle and they rejoin the queue instantly.
Capacity Limits
Set a max open-deal count per rep. When they hit their limit, AssignMate skips them until they close deals. Prevent overload before it hurts your pipeline.
Assignment Audit Log
Every assignment is logged — who got what, when, and why. Resolve disputes in seconds. Full accountability, zero guesswork.
No-Code Queue Builder
Build queues for leads, cases, opportunities, or any custom object. Add reps, set rules, activate — all from a Lightning app. No Apex, no Flow, no ticket.
Set up in 10 minutes. No code, no admin ticket.
Three steps from install to automatic lead routing.
Install the package
One-click install from GitHub into your Salesforce org. Takes under 5 minutes. No AppExchange account required.
Build your queue
Open the AssignMate Lightning app, create a queue, add your reps, choose the object (Leads, Cases, Opps), and set your distribution method.
Turn it on
Enable auto-assignment on your record page layout. Every new record from that point routes automatically — you're done.
Dashboard — live view of lead volume, rep availability, and capacity alerts
Simple pricing. No subscriptions.
Start free. Pay once when you need more. No monthly fees, ever.
- 1 queue
- Up to 8 reps
- Round robin + weighted distribution
- OOO + capacity skipping
- 90-day audit log
- Unlimited queues
- Unlimited reps per queue
- Round robin + weighted distribution
- OOO + capacity skipping
- Unlimited audit log history
- Conditional routing rules
- SLA enforcement + auto-reassign
- Fairness reports + CSV export
- Email notifications
30-day money-back guarantee. No questions asked.
Built for sales managers, not Salesforce admins
AssignMate is designed for the person who owns the sales pipeline — not the person who owns Salesforce. If you manage 4–15 reps and you are tired of being the human router, this is for you.
- Sales ManagerStop manually distributing leads every morning.
- VP of SalesEnsure every rep gets a fair shot. Track who got what.
- RevOps / Sales OpsAutomate lead routing without building a Flow or hiring a developer.
- Salesforce AdminDeploy in minutes. No custom code to maintain or debug.
Dashboard — live view of lead volume, rep availability, and capacity alerts
Frequently Asked Questions
How is AssignMate different from Salesforce native lead assignment rules?
Salesforce's built-in assignment rules are criteria-based and static — they don't rotate. AssignMate adds true round robin rotation, weighted splits, rep availability, and capacity limits on top of Salesforce — without replacing your existing setup.
Does AssignMate work for Salesforce cases and opportunities?
Yes. Any standard or custom Salesforce object. Most teams start with Leads, then extend to Cases (support routing) and Opportunities. Each queue is configured independently.
Do I need a Salesforce admin or developer to install it?
No. The install is a package link — click, authorize, done. The queue builder is a Lightning app any manager can use. If you can use Salesforce, you can install and configure AssignMate.
How do I automatically assign leads to sales reps in Salesforce?
Install AssignMate → create a Lead queue → add your reps → enable auto-assign on the Lead page layout. Every new lead then routes to the next rep in rotation automatically.
Is this on the Salesforce AppExchange?
No — AssignMate is distributed as an unmanaged package via GitHub. This avoids AppExchange fees and means you can inspect every line of code. The install process is identical — just a URL and one authorization click.
What happens when a rep goes on vacation?
A sales manager flips their availability toggle to Off. AssignMate immediately removes them from rotation. When they return, toggle them back On — they rejoin at the next slot. No leads are lost, no admin ticket required.
Can I give one rep more leads than others?
Yes — that is what weighted distribution is for. Set a weight of 1 for juniors and 2 for seniors, and seniors receive twice as many assignments. Available in the $199 paid unlock.
What is the $199 paid unlock exactly?
A one-time payment per Salesforce org. No subscription, no monthly fees. Unlocks: unlimited queues, weighted distribution, OOO toggle, capacity limits, audit log, and priority support. The free plan (1 queue, 8 reps) stays free forever.
See it working in your org
We'll walk you through the product with your actual Salesforce setup in mind. 20 minutes, no commitment.
Ready to stop manually assigning leads?
Download AssignMate free. 1 queue, 8 reps, no time limit. Upgrade when you need more — one payment, all features, no subscription.
Have questions? Contact us — we respond within one business day.