Pick the source that matches how leads reach you today. You can use more than one. Everything a source captures shows up in Lead Review for you to accept or reject.
Who can do this
Manage lead sources (routing email, website/form sources, approved domains)
- Owners and Admins — can do this for any record or setting in the account.
- Agents and Assistants — cannot do this.
Manage the email lead rules used by connected mailbox review
- Owners and Admins — can do this for any record or setting in the account.
- Agents and Assistants — cannot do this.
Roles are predefined by NextAccord. See all roles & permissions
Before you start
- Your role can manage lead capture (Owner or Admin).
- Lead capture is included in your plan.
Steps
- Step 1: Routing email: open Lead Capture settings and copy the routing address. In your portal or lead provider, forward lead-notification emails to it.Best when a third party already emails you about new leads.
- Step 2: Connected mailbox review: connect a Gmail or Outlook mailbox, then add an email lead rule describing which messages are leads.Rules apply to connected mailboxes only.
- Step 3: Website / form sources: create a source, then post your site or landing-page form to the address it gives you. Add each site you trust to the approved website domains list.Website/form sources do not use email lead rules.
- Step 4: Send yourself a test lead through the source and confirm it appears in Lead Review.
What success looks like
- A test lead sent through the source appears in Lead Review with the right details.
- For website/form sources, the sending site is on the approved domains list.
Tip: Start with only the sites you actually use in approved domains, then add more as needed.
Common problems
- Forwarded emails are not becoming leads.
- Confirm you are forwarding to the routing address exactly, and that the forwarded message still contains the original lead details.
- Form submissions are rejected.
- The sending domain is probably not on the approved website domains list. Add it, then submit the form again.