Set Up Lead Handling for an Integration

Some connected lead-producing integrations can route new leads into a workflow. Open the organization menu → Integrations, find the connected provider, and use its Set up lead handling or Configure action. This is available for the applicable Facebook Lead Ads, CallTools, Enzo Dialer, and smrtPhone connections.

Create and configure the workflow

For an integration with no usable lead-handling workflow, Set up lead handling creates the provider’s starter event workflow, binds it to that provider, and opens its configuration. Configure the workflow, publish it, and turn the integration’s lead handling on from the provider’s setup surface.

The card’s lead-handling footer states whether handling is on, off, not set up, or configured but unavailable to you because you cannot read its workflow. Use that footer as the current status; do not assume that connecting a provider automatically turns workflow routing on.

Provider-specific setup

Enzo can expose shared settings plus settings for individual campaigns. When that connection has campaigns, use the relevant campaign’s Configure action for campaign-specific behavior; the all-other-campaigns setting is separate.

If a bound workflow is paused or not published, the configuration surface restricts the control that could turn it on. Restore or publish the workflow first, then return to the integration. Disconnecting the provider stops the connection; review the confirmation before doing so.

See Workflow Automations for draft, live, and run behavior.