Route new lead to next agent and record

Your web form leads arrive without an owner and follow-ups get delayed across campaigns. Assigned agent receives an email and the lead is logged for tracking same day.

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Overview

When inbound leads from campaigns or web forms arrive without clear ownership, follow-ups stall and conversion opportunities slip. This flow rotates each lead to the next agent and logs it centrally so outreach happens within minutes and no lead is left unassigned same day.