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MAKE THE FIRST CLICK COUNT

Your website introduces.
Your CRM connects.

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.

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Human-first. AI optional.
YOUR WEBSITE TO LEADVERA

Keep the original context.

SOURCEYour website
ENQUIRYCedar Residence enquiry
DESTINATIONShared lead workspace
OWNERSHIPHuman agent or monitored queue
Clear source. Clear owner. Clear next step.

Integration design. Live connection required.

FROM SOURCE TO NEXT STEP

An intake path
your team can follow.

01

Receive the enquiry

Validate the submission and record the form, source page and supplied contact details.

02

Create or associate

Match existing contacts and safely associate a new enquiry with the right customer.

03

Confirm & distribute

Acknowledge receipt where appropriate and assign a human owner or configured queue.

TRY THE MAPPING DESIGN

Source fields, with a clear destination.

Sample only
Your website fieldCRM field
Full name
Email address
Phone number
Property reference
Consent selection
Mapping example only.
BEFORE YOU CONNECT

The right access.
The right foundations.

Confirm provider support and organisation approval before implementation. A setup screen alone does not grant access to the service.

Review the implementation controls
  • A server-side form endpoint with input validation and spam protection.
  • A signed or authenticated route to the CRM intake service.
  • Clear form notices, purpose-specific consent and source attribution.
The CRM does not wait for an integration.

Your team can use manual entry or reviewed CSV import until the website intake endpoint is connected. Core follow-up and pipeline tools work with AI off.

Open lead workspace
A FEW PRACTICAL DETAILS

Know what happens
behind the connection.

How do I connect your website?

Create a lead source in your workspace, choose the channel and send events to its intake address with the source’s API key. Each event is checked, deduplicated and assigned by your rules.

How are duplicates and repeated events handled?

The production design separates contact matching from event idempotency. Normalised contact identifiers help associate the person; provider event IDs prevent repeated processing.

Can we choose the human owner?

Yes. Manual assignment and deterministic routing remain available. AI is optional, with human fallback when it is disabled or unavailable.

BRING THE OTHER CHANNELS TOGETHER

One relationship, wherever it begins.

PUT THE PICTURE TOGETHER

Give your next enquiry a clear path.

Map the source, agree the workflow and put the team in control.