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Lead Distribution

Lead Distribution Tool for Predictable Revenue

Selling leads through spreadsheets and email threads means lost deals and unpaid invoices. Leadflip handles routing, caps, delivery, and invoicing in the same platform where you capture and qualify — so every lead is tracked 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.

1

Lead enters distribution

Triggered manually, via automation, or when a lead reaches a specific pipeline stage.

2

Rules are evaluated

Each partner's filter rules are checked against the lead data. Only matching partners proceed.

3

Caps are verified

Daily, weekly, monthly, and total volume caps are checked. Over-cap partners are skipped.

4

Lead is delivered

Via webhook (custom HTTP request) or email. The response is logged and the price per lead is recorded.

Distribution dashboard
Distribution profile configuration — strategy, pricing, and filters

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.

Partner filter rules configuration

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.

Partner delivery configuration — webhook and email channels

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
Distribution revenue and partner stats

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.

Distribution invoices list with partner, period, and amount
Distribution event log with delivery history

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

Pricing

Plans for Distribution

Choose this module on its own or get the full suite. Billed monthly or yearly — save with yearly.

Distribution plans

Distribution (50 leads/mo)

  • 50 leads/mo (overage: $0.20/lead)
  • Partner portal
  • Invoicing

$40.83/mo (billed yearly)

Save 17% vs monthly
Get Started
Most Popular

Distribution (200 leads/mo)

  • 200 leads/mo (overage: $0.20/lead)
  • Partner portal
  • Invoicing
  • Analytics

$74.17/mo (billed yearly)

Save 17% vs monthly
Get Started

Distribution (1,000 leads/mo)

  • 1,000 leads/mo (overage: $0.10/lead)
  • Partner portal
  • Invoicing
  • Analytics

$132.50/mo (billed yearly)

Save 17% vs monthly
Get Started

All-in-One Packages

Best for teams that want capture, qualification, automation, distribution, and invoicing in one connected workflow.

Starter

7-day trial
  • Form Builder: 1 form
  • CRM: 1 user, 2,000 leads (overage: $0.02/lead)
  • Distribution: 50 leads/mo (overage: $0.20/lead)

$82.50/mo (billed yearly)

Save 17% vs monthly
Start Free Trial
Most Popular

Growth

  • Form Builder: 3 forms
  • CRM: 3 users, 5,000 leads (overage: $0.02/lead)
  • Distribution: 200 leads/mo (overage: $0.20/lead)

$165.83/mo (billed yearly)

Save 17% vs monthly
Get Started

Scale

  • Form Builder: Unlimited forms
  • CRM: Unlimited users, 10,000 leads (overage: $0.01/lead)
  • Distribution: 1,000 leads/mo (overage: $0.10/lead)

$332.50/mo (billed yearly)

Save 17% vs monthly
Get Started

Related: Billing & Subscription

Understand how your subscription, plans, and overage billing work together with distribution.

Get paid for every lead you sell

Try the lead distribution tool free. Set up partner routing and automated invoicing in minutes. 7-day free trial, no credit card required.