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Assign new leads to agents via round-robin rotation

Assign new leads to agents via round-robin rotation

Your social ad lead form submissions arrive without assigned owners, leaving reps unprepared and prospects unattended. Assigned contacts go to agents automatically, enabling first contact the same day.

Assign new leads to agents via round-robin rotation

Overview

When paid-ad leads arrive unassigned, reps waste precious first-touch windows and conversions slip. This workflow routes every lead into your CRM with a named owner in real time, ensuring same-day follow-up and more consistent outreach.

Assign new leads to agents via round-robin rotation