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Assign incoming contacts automatically based on source rules

Assign incoming contacts automatically based on source rules

You receive webhook contacts with no owner, leaving records unassigned and delaying campaign enrollment. The flow assigns owners so campaign managers get routed contacts within minutes.

Assign incoming contacts automatically based on source rules

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Overview

Incoming webhooks that arrive without owner context create segmentation gaps and manual work for campaign teams. This flow assigns owners and routes contacts automatically so campaign managers receive ready-to-act contacts within minutes, reducing manual triage.

Assign incoming contacts automatically based on source rules