CRM API Integration
Lead Distribution Automation
A fully automated lead distribution system with CRM API integration, scheduled triggers, dual distribution modes, and professional HTML email reports for sales operations teams.
The Problem
Every morning, 50-55 distribution lists had to be manually configured in the CRM — copying each list, setting lead-per-agent counts, selecting agent groups. Regular distributions alone had 45 lists. Special leads added 10-15 more, each requiring individual agent selection. This manual setup took 30-40 minutes daily. Then the CRM's queue system processed lists one by one at ~2 mins each — adding another 1.8 hours. Result: sales agents waited 2+ hours to receive their leads, missing the 11:30 AM target completely.
The Solution
- Built scheduled trigger automation for daily lead distribution
- Implemented dual distribution modes: Regular (group-based) and Special (agent-specific)
- All 55 distribution lists now queue simultaneously via API — not one by one
- Dynamic extraction from Google Sheets distribution plans
- Integrated with CRM API for real-time filter and group lookups
- Bulk lead distribution with configurable leads-per-agent settings
- Automatic status tracking with success/error logging per distribution
- Professional HTML email reports with color-coded summary cards
- Manual trigger options for on-demand distribution runs
Tech Stack
Results
- 40 mins of manual setup → 10-20 seconds
- 55 distribution lists queued simultaneously instead of one by one
- Agents receive leads 2+ hours earlier than before
- Distribution starts at 10:00 AM, agents get leads by 12:00 PM — closer to 11:30 AM target
Screenshots
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