Lead sources: bring leads in by themselves

When a lead source is connected, every new enquiry comes into LeadCRM by itself. Nobody has to copy names and numbers from IndiaMART, ad forms or emails, so no lead is missed.

Open Lead sources from Settings. Each source has its own card: Facebook and Instagram ads, IndiaMART, Website form, Google Ads, JustDial, Other tools and Excel or CSV file. Only owners and admins can connect sources and see their links. Salespeople can see the cards but not change them.

What the labels on a card mean

• Connected: leads are arriving. Under it you see how many came in this month.
• Ready — waiting for the first lead: the source is set up and has its link, but no lead has come through it yet. Paste the link into IndiaMART, your website or your ad account, or tap Send a test lead if the card has it. It changes to Connected when the first lead arrives.
• Not connected: you haven't set it up yet. The Facebook card also says this until Facebook sign-in is switched on or a lead arrives through Zapier or Pabbly.
• Paused: you paused it. New leads sent to it are turned away.
• Reconnect needed: Facebook stopped accepting one of your connected pages. See Facebook and Instagram ads.

Pause a source or turn it back on

1. 1Step 1: On the card, tap Show my link (or Show setup).
2. 2Step 2: Tap Pause. You can tap Undo in the message that appears.
3. 3Step 3: To start again, open the card and tap Turn back on.

What happens when a lead arrives

The lead shows up at the top of Today under New leads within seconds, with a First call follow-up due now. If Share new leads automatically is on, it goes to the next person in turn and they get an alert. If not, it waits in Unassigned and owners and admins are alerted. See Who gets new leads.

If the same mobile number or email is already a lead, LeadCRM adds the new enquiry to that lead instead of making a second one, and its owner gets an alert. See Duplicates and repeat enquiries.

The IndiaMART, JustDial and Other tools cards have Send a test lead, so you can check that leads appear. It adds a lead called Test lead from and the source's name, such as Test lead from IndiaMART, with a made-up number like +91 90000 00002 and the tag test, so it is easy to find and delete. Cards with a link also have Make a new link, in case the link was shared with the wrong person. Old leads in a spreadsheet? Use Import a file. See Import from Excel.