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4 min readIntermediateAdmin

Lead sources — connect every pipe

Website, Facebook, Google, WhatsApp, phone — one screen to connect and verify leads really arrive.
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Steps

  1. 01

    Open it

    Lead sources

    Lead sources (admins). Side: Overview and Recent intakes — every lead that arrived or failed, and why.

  2. 02

    Pick a source

    • Website & forms: Website forms, WordPress plugin.
    • Ad platforms: Facebook/Instagram lead ads, Google Ads lead forms.
    • Messaging: WhatsApp, Instagram & Messenger DMs.
    • Phone.
    • Developers & automations: webhook, Make, Zapier, n8n.

    Each has step-by-step instructions on screen.

  3. 03

    Check status

    Each source: Receiving ✔ · Needs setup · Not connected.

    Tip: After connecting, send a test lead and find it in Recent intakes.