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MEET YOUR LEADS WHERE THEY ARE

Four ways in.
One connected journey.

Bring authorised calls, emails, social enquiries and website submissions into a consistent lead workflow. Keep channel permissions and failure handling part of the plan.

Explore source setup Discuss your channels
Setup design

Calls

Capture caller context, assign follow-up and keep the outcome attached to the customer. A phone conversation becomes a shared record your whole team can understand.

Telephony events + manual call loggingExplore this channel Setup design

Email

Bring enquiries into a shared queue without losing the original thread. Associate the contact, preserve context and keep replies under clear ownership.

Authorised mailbox connectionExplore this channel Setup design

Social media

Turn authorised social lead forms and messages into a consistent lead workflow. Keep campaign context, contact permission and response ownership together.

Authorised lead forms & messaging APIsExplore this channel Setup design

Your website

Give every property form, callback request and contact enquiry a consistent path into the team. Validate the input, preserve the source and make ownership visible.

Secure form endpoint / server webhookExplore this channel

Each channel connects through a lead source in your workspace, with its own API key and signed webhook, so you choose exactly which channels feed the CRM.

ONE RELIABLE INTAKE PATTERN

Different origins.
The same thoughtful process.

01

Validate the event

Check the source, permissions and payload before accepting a record. Keep repeated events from creating duplicate actions.

02

Map the context

Align contact details, source identifiers and enquiry content with the CRM schema. Preserve communication permission.

03

Assign & monitor

Route to a person or monitored queue. Make retries, failures and human fallback visible to the operations team.

START BEFORE YOUR INTEGRATIONS ARE READY

Manual entry and CSV
keep the work moving.

Create leads directly or review a permitted CSV export. Validate names and contact fields, inspect row errors and skip duplicate contacts before importing.

Explore lead import
CONNECT WITH CONFIDENCE

Permissions first.
Progress always.

Will every social network or mailbox work immediately?

No. Each provider needs its own supported API, account authorisation, scopes and implementation. The channel pages describe that preparation without claiming live connections.

What happens if a provider is unavailable?

The production design preserves accepted events and uses monitored retries or a failure queue. Manual entry and internal CRM workflows remain available.

Do integrations require AI?

No. Channel intake, mapping, duplicate matching and deterministic assignment are independent of an AI provider.

PUT THE PICTURE TOGETHER

Your next chapter starts with a clear view.

Explore the workspace, then shape it around the way your team sells.