Trying to set up a clean workflow in Bubble that can take incoming leads and route them automatically based on campaign or traffic source. Phonexa gives me call tracking data, but I’m still figuring out the best structure inside Bubble to score leads, send them to the right place, and avoid delays when volume grows. How are you handling lead routing or distribution in your apps?
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@stevemarkovick For lead routing in Bubble, the cleanest setup is to use a server-side workflow that triggers whenever a new lead is created. Store all lead details from Phonexa (campaign, traffic source, score inputs, etc.) in a single “Lead” data type, then let the backend handle routing.
A simple structure:
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Lead → fields: source, campaign, score, status, assigned_to, timestamp.
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Scoring: run a backend workflow to calculate score based on rules (source quality, device, time, etc.).
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Routing: use conditionals inside the same workflow to assign the lead (e.g., by campaign, score range, priority rules).
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High volume: backend workflows scale better than page workflows, and you can enable “schedule API workflow on a list” only when needed.
This keeps routing fast, avoids UI delays, and makes it easy to adjust your logic as your volume grows.
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