Adding Leads

Easily manage and automate your lead generation through multiple entry points. Here’s how leads can be added to your system.

Ways to Add a Lead#

There are two main methods to add a lead:

1. Manual Entry via Web Interface
2. Automated Addition via Webhook (Thumbtack)

1. Manual Entry via Web Interface#

Best For:#

Business Admin, who want to enter leads directly from the dashboard.

How to Add a Lead:#

1. Log into your admin/staff dashboard.
2. Navigate to the “Create Lead” page (under the Leads menu).
3. Fill out the form with:
   • Name, Email, Phone Number
   • Address Details
   • Scheduling Information (proposed date and time)
   • Property Details (bedrooms, bathrooms, square footage, cleaning type)
   • Source and Notes (optional)

• Click Submit.

Upon successful submission, you’ll see a confirmation message and be redirected to the lead’s detail page.

📝 Notes:#

• Phone numbers are validated and formatted automatically.
• Duplicate phone numbers are not allowed.
• Lead creation may be limited based on your subscription plan.

2. Automated Addition via Webhook (Thumbtack)#

✅ Best For:#

Businesses connecting with external lead sources like Thumbtack.

⚙️ How It Works:#

• Platforms like Thumbtack send data to your unique webhook URL.
• The system verifies the secret key and processes the data.
• A new lead is automatically created and listed in your system.

🔧 Setup Instructions:#

1. Copy your Webhook URL and Secret Key from your dashboard.
2. Provide this info to the external platform (e.g., Thumbtack).
3. Once approved and integrated, new leads will appear instantly.

🛡️ Security & Validation:#

• Only requests with a valid secret key are accepted.
• Incoming data includes: customer info, location, request details, and estimates.

💡 What Happens When a Lead is Saved?#

Once a lead is added (manually or automatically):

• A welcome message is sent to the lead.
• A chat session is initiated with the lead (via your AI assistant).
• The lead’s data is organized and saved for future reference.
• If enabled, an automated voice call offers your services.

Everything is handled automatically to ensure fast, professional engagement — without any extra effort on your part.