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Create lead records and assign owner by rotation

Create lead records and assign owner by rotation

Your social lead form submissions land unassigned, delaying triage and contact. Leads are assigned to rotating owners and added to your intake board for follow-up within minutes.

Create lead records and assign owner by rotation

Overview

Unassigned social leads stall intake and let opportunities cool; this flow captures each submission and rotates ownership so every lead lands in an intake record instantly. Campaign managers get an assigned, contact-ready record and an email summary within minutes.

Create lead records and assign owner by rotation