Start with a spreadsheet
The CSV and Excel import flow lets you map incoming columns to lead fields. Start with name, email, and phone, check the mapping, and review a small sample before importing a larger list. Download the example CSV from Resources.
Connect forms and automation workflows
The application includes configuration screens for lead sources and automation services, including Google Forms, WordPress, Zapier, Make, and Pabbly. Availability depends on provider setup and credentials. Check the instructions inside your workspace and confirm a test enquiry arrives.
Build a custom connection
Developer settings and lead-submission endpoints provide a path for a server-side integration. A developer can map source data into the expected fields and submit it to the correct workspace. Keep credentials on your server, outside browser code.
Verify the whole journey
A successful connection means more than saving credentials. Submit a sample enquiry, confirm its name and contact details, check the source, and make sure the team knows what happens next. Repeat that check when a provider configuration changes.