Walk a Lead Intake Automation

Campaign launch Partner leads are arriving from forms, uploads, and manual adds while sales expects fast routing. The first twenty minutes decide whether the CRM becomes useful signal or cleanup work. Lead intake path Trigger -> dedupe -> route -> notify A reliable intake automation resolves identity before ownership, and ownership before alerting. Shortcut Create and alert on every incoming row One useful CRM record and one accountable alert. Do not create attention until the workflow knows what record and owner the attention belongs to. 01 Trigger 02 Dedupe 03 Notify Step 1 Leads can enter through a clean form…

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