Watch tutorial — 3 min
Step by step
- 1Open Settings › Integrations
- 2Select the lead source
- 3Connect the account or paste the forwarding address
- 4Confirm a test lead appears in the Leads inbox
Related questions
Are leads assigned automatically?
Yes, routing rules can assign by service or territory.
Do I get notified?
New leads trigger a push and optional text alert.
Is the lead source tracked in reports?
Yes, see the Job Source report.