How Distribution Works
Last updated: 2026-02-15
Sidebar > Distribution
Where to find it
Sidebar > Distribution
How Distribution Works
Prerequisite: If you use email as a delivery channel for partners, you must configure your SMTP server first. Go to Account Settings > Email Settings. See Email Setup (SMTP & IMAP).
Distribution is Leadflip's module for routing leads to partners automatically. When a lead enters your system (via form, API, or import), distribution profiles evaluate rules, select partners, and deliver leads through configured channels—email, webhook, or others. You control who gets which leads, how many, and when.
The Distribution Flow
- Lead arrives – A new lead is created (form submission, API, CSV import).
- Profile evaluation – Distribution profiles tied to the lead's Entity run their rules.
- Partner selection – Rules match the lead to one or more partners (e.g., by ZIP code, property type, status).
- Priority and caps – If multiple partners match, priority and caps (e.g., max leads per partner per month) determine who receives the lead.
- Delivery – The lead is sent via the partner's configured channel (email, webhook).
- Tracking – Delivery is logged for invoicing and reporting.
Key Concepts
| Concept | Description |
|---|---|
| Distribution Profile | A set of rules, partners, and delivery settings for an Entity. |
| Partner | A buyer or recipient who receives leads. Each partner has delivery settings and caps. |
| Rules | Conditions that filter leads (e.g., "ZIP starts with 90", "Status = New"). |
| Delivery channels | How leads are sent: email (formatted CSV/JSON) or webhook (HTTP POST). |
| Caps | Limits on how many leads a partner receives (per day, per month, etc.). |
Where to Start
- Go to Distribution in the sidebar.
- Select your Entity.
- Create a Distribution Profile and add partners.
- Configure rules and delivery channels.
- Enable the profile. New leads will start flowing through automatically.
