Set lead defaults and route new web leads

Your web lead records arrive without owner or price, causing slow assignment and missed first touches. The flow applies defaults and assigns a broker so reps receive ready-to-action leads the same day.

Overview

New web leads often arrive incomplete or duplicated, slowing first contact and confusing pipeline reporting. This flow validates and enriches every incoming lead, removes duplicates, and assigns an available broker so your reps have contact-ready records the same day.