Lead settings

New leads — from the New lead button, import and lead intake — get this status. Statuses are switched off, not deleted: leads keep them.

Name	Kind	Order	Active	Default
				Default

Name	Code	Description	Order	Active

No channels yet.

How to connect a channel

Add a channel with a code, then pass its ID or code to whoever configures the source — the website form, the ad account or the integration. The «Connect» button of a channel shows the same with its own values.

Lead intake address

Requests are accepted only with an API key. Create an API key API keys are created in Integrations, which your permissions do not open — ask a manager for an API key.

Send leads to the address above: a POST request with a JSON body and the header Authorization: Bearer [API key]. Each request must carry a name and at least one phone or email; everything else is optional. A manager creates the key in Integrations → API keys (the «Employee» role is enough) and the key is shown once, so store yours on your side. Do not send this request from a browser or straight from the landing page form — the key would end up in the page code for anyone to read; post the form to your own server and let it call us with the key.

What to do on the source side

Example request

An unknown tag does not reject the lead: it is accepted without a channel, with the raw value kept. Such leads are found by the "Channel → No channel" filter. A request with no name or no contact at all is rejected with a 400 — an enquiry you cannot answer does not become a lead.

Leads created without an assignee — by hand, by import or by lead intake — are assigned to this user.

The saved assignee is no longer an active member of the business — new leads are created without an assignee. Pick another user or «Nobody».