Lead Distribution — Route and Sell Leads From One Platform
With Leadflip, routing, matching, caps, delivery logs, and invoicing live in the same platform where you capture and qualify leads. Your partners get a dedicated portal, and your team stays in one workflow from intake to payout.
7-day free trial on our Starter plan. No credit card required.
How It Works
From Lead Capture to Partner Delivery
A lead is captured via form or API, enters your CRM pipeline, and when it reaches the right stage, the distribution engine takes over. It evaluates every partner's rules, checks caps, delivers the lead, and records the revenue — all automatically.
Lead enters distribution
Triggered manually, via automation, or when a lead reaches a specific pipeline stage.
Rules are evaluated
Each partner's filter rules are checked against the lead data. Only matching partners proceed.
Caps are verified
Daily, weekly, monthly, and total volume caps are checked. Over-cap partners are skipped.
Lead is delivered
Via webhook (custom HTTP request) or email. The response is logged and the price per lead is recorded.
Page to open
App → Distribution → open a Distribution profile (create or edit).
What to screenshot
The profile form/settings: name, entity, strategy, delivery channels, or other main options.
Save as
distribution-profile-config.png
Folder
public/images/marketing/
16:9 ratio, min. 1200px width recommended.
Distribution Profiles
One Entity, Multiple Distribution Strategies
Create multiple distribution profiles per Entity. Each profile can have its own set of partners, strategy, and pricing rules. Use different profiles for different lead types, geographies, or quality tiers.
- Multiple profiles per Entity for different distribution scenarios
- Choose strategy: First Match (waterfall) or Send to All
- Assign different partner sets and pricing per profile
Rule Engine
Route Every Lead to the Right Partner
Define per-partner filter rules using any Entity field. Operators include equals, not equals, contains, starts with, greater than, less than, in list, and more. Only matching partners receive the lead.
Field-Based Conditions
Match on any lead field: state, ZIP code, lead type, budget range, insurance type — whatever matters for your vertical.
Multiple Rules per Partner
Combine rules with AND logic. A partner for "California + Solar + Budget > $10,000" only gets leads matching all three.
Two Strategies
First Match stops at the first eligible partner (waterfall). Send to All delivers to every matching partner simultaneously.
Page to open
App → Distribution → open a Partner (or profile–partner assignment) → Filters / rule configuration.
What to screenshot
The rule engine UI: filter conditions (e.g. Field X equals Y), add rule, AND/OR logic.
Save as
distribution-partner-filters.png
Folder
public/images/marketing/
16:9 ratio, min. 1200px width recommended.
Volume Management
Caps That Protect Your Partners and Your Revenue
Set precise volume limits per partner to prevent over-delivery and manage capacity automatically.
Daily Cap
Maximum leads per day. Resets at midnight.
Weekly Cap
Maximum leads per week. Resets on Monday.
Monthly Cap
Maximum leads per month. Resets on the 1st.
Total Cap
Absolute maximum across all time.
Page to open
App → Distribution → Partner or profile → Delivery / channel settings → Webhook (URL, method, headers, payload template).
What to screenshot
The webhook configuration: endpoint URL, HTTP method, and optionally headers or body template.
Save as
distribution-webhook-config.png
Folder
public/images/marketing/
16:9 ratio, min. 1200px width recommended.
Delivery Channels
Send Leads However Your Partners Need Them
Configure the delivery method per partner. Send leads via HTTP webhook with fully customizable headers, body templates, and methods — or simply email the lead data.
Webhook Channel
Custom HTTP method, URL, headers, and JSON body with template variables. Full request/response logging.
Email Channel
Send lead data to partner email addresses. Simple setup for partners who don't have an API endpoint.
Dynamic Templates
Use lead field variables in webhook URLs, headers, and body. Each partner can receive data in their exact format.
Revenue
Price-Per-Lead With Built-In Revenue Tracking
Set a fixed price per lead for each partner. The price is locked at the moment of delivery, ensuring accurate revenue tracking even when you update pricing later. Track revenue per partner, per profile, and over time.
- Price locked at delivery — historical accuracy guaranteed
- Revenue dashboards per partner and per profile
- Cancellation support with automatic revenue adjustments
Page to open
App → Distribution → area that shows revenue, delivered leads, or pricing (e.g. analytics, partner stats, invoice-related view).
What to screenshot
A view that shows revenue or value per partner/lead (e.g. table or cards with amounts, delivered count).
Save as
distribution-revenue.png
Folder
public/images/marketing/
16:9 ratio, min. 1200px width recommended.
Partner Portal
Your Partners Get Their Own Dashboard
Give every buyer a dedicated login to view their delivered leads, download invoices, and track their performance — without sharing your main dashboard.
Dedicated Login
Each partner gets their own credentials and authentication, completely separate from your team accounts.
View Leads
Partners see only their delivered leads with all relevant field data. Searchable and exportable.
Download Invoices
Auto-generated PDF invoices available for download. Tax calculations and EU reverse charge handled automatically.
Analytics
Partners see their own delivery stats, acceptance rates, and revenue metrics from their perspective.
Invoicing
Automated, Tax-Compliant Partner Invoices
Generate partner invoices automatically based on delivered leads. The system handles tax calculations, EU reverse charge, PDF generation, and stores everything on S3 for permanent access.
Tax Strategies
Built-in support for EU reverse charge, domestic VAT, and tax-exempt scenarios based on account and partner locations.
PDF Generation
Invoices are generated asynchronously as PDF and stored on S3. Download from your dashboard or the Partner Portal.
Cancellation & Credits
Cancel delivered leads and the revenue is automatically adjusted. Credit notes are generated to keep the books clean.
Page to open
App → Distribution → Invoices (list or management view).
What to screenshot
The invoices list: partner, period, amount, status (e.g. Paid, Pending), and actions (view/download).
Save as
distribution-invoices.png
Folder
public/images/marketing/
16:9 ratio, min. 1200px width recommended.
Page to open
App → Distribution → Logs / audit log / delivery events.
What to screenshot
The event log: list of delivery events (lead, partner, time, status success/failed).
Save as
distribution-event-log.png
Folder
public/images/marketing/
16:9 ratio, min. 1200px width recommended.
Audit Trail
Know Exactly What Happened to Every Lead
Every distribution attempt is logged with granular events. See which partners were evaluated, which were selected, whether delivery succeeded or failed, and the exact response from the partner's system.
- Partner evaluation: which rules matched, which didn't
- Delivery status: sent, accepted, rejected, failed
- Full HTTP request/response logging for webhook deliveries
- Revenue and cap tracking per distribution event
Help Center
Learn Everything About Distribution
Detailed guides for profiles, matching rules, delivery channels, partner management, invoicing, and the Partner Portal.
How Distribution Works
End-to-end overview of the distribution flow, strategies, and core concepts.
Distribution Profiles
Create and manage distribution profiles with partners and strategies.
Delivery Channels
Configure webhook and email delivery for each partner.
Partner Management
Add partners, set rules, caps, pricing, and delivery settings.
Partner Portal
How partners access their leads, invoices, and analytics.
Invoicing
Automated invoice generation, tax strategies, and PDF management.
Related: Billing & Subscription
Understand how your subscription, plans, and overage billing work together with distribution.
Start monetizing leads
Set up your first distribution profile in minutes. 7-day free trial on our Starter plan. No credit card required.