Lead Distribution Automation

The Challenge

A sales operations team was spending 2+ hours daily on manual lead distribution. Every morning, a team member had to:

• Open the CRM system and navigate to filters
• Copy agent IDs from a planning spreadsheet
• Manually trigger bulk distributions one by one
• Track which distributions succeeded or failed
• Report results to stakeholders via email

How It Works

• Every morning, the script automatically finds today's distribution plan (e.g., 'Special Leads - 15-Jan-2026')
• Extracts distribution configurations: filter names, agent/group IDs, leads per agent
• Fetches filter details from the CRM API and builds the required query parameters
• Executes bulk lead distributions via REST API calls
• Logs success/failure status for each distribution row
• Sends a professional HTML email report to stakeholders

Technical Highlights

• Self-renewing triggers: Triggers automatically reschedule for the next day after each run
• Dual distribution modes: Supports both agent-specific and group-based distributions
• Dynamic API integration: Fetches filter configurations and constructs query strings dynamically
• Smart sheet detection: Auto-detects today's sheet by parsing date patterns from sheet names
• Comprehensive error handling: Captures API errors, missing filters, and invalid data with detailed logging
• Professional email reports: Color-coded HTML emails with status indicators

Tech Stack

Screenshots

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