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Bring in leads
Bring in leads
Where do leads come from?
Capture leads with a web form
Build a form, share its link or paste it into your website, and every answer becomes a contact with a task.
Get Facebook leads
Connect a Facebook Lead Ads form so every person who fills it in becomes a contact with a task.
Import contacts from a CSV
Bring in a whole spreadsheet of people, match the columns, share them out and give each a first task.
Send leads from any website or tool
Give a form, a plugin or an automation tool a private address, and every lead it posts becomes a contact.
Share new leads fairly
Hand each new lead to the next person in turn, by source or campaign, and skip anyone who is away.
File email on a contact with your BCC address
Add one private address to the Bcc of an email and it appears on the contact's page, from any mailbox.