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Workflow

Lead intake router

Every lead from every door lands in one queue, deduped and routed in seconds.

By
Caleb and Ryan, the founders
Updated
September 2, 2026
Version
0.1, in the library
  • n8n
  • Make

Forms, chat widgets, inbound email and list imports all feed one intake: each new lead is checked against existing records, tagged with its source, and routed to the right owner with the context attached. The pattern behind the lead engine we run inside the Sales Hub engagements, documented as a standalone system.

Built, documented, running.

Part of the working library we deploy from on every engagement.

Bring this into a project

Runs on

  • n8n
  • Make

2 requirements, below.

  • Complete and documented: the same files we run ourselves.
  • Deployed and tuned to your stack as part of an engagement.

The file

Draft excerpt
# What counts as the same lead 1. Exact email match: same lead, always.2. Same domain + same last name: flag for a human look.3. Same phone, different email: merge, keep both channels.4. Everything else: new lead, tagged with its source.

What is inside

3 items. Includes deployment guide.

  • flow.jsonThe router: intake, dedupe check, source tag, owner assignment
  • dedupe-rules.mdWhat counts as the same lead, and what happens when it is
  • guide.mdWiring each intake door, one section per source

Who it is for

  • Leads arrive through three or four doors and each one is handled differently.
  • Two people have called the same prospect in the same week.
  • Nobody can say which source the good leads actually come from.

Requirements

  • A place leads currently arrive (forms, inbox, or chat)
  • A CRM or sheet that holds the existing records

Where this sits

  1. This system

    Lead intake router

    In the library, running.

  2. In your stack

    Deployed on an engagement

    The audit finds which system earns its place first; we install and tune it around how you work.

Changelog

  1. September 2, 2026In the library. Version 0.1 runs in our own operation.

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