Getting Your First Lead
Three fast ways to see a lead appear in your CRM: manual add, hosted form, or webhook.
Overview
You do not need every integration on day one. Pick one path below, submit a test, then open Leads to confirm it arrived.
Option A — Add a lead manually
- 1
Go to CRM → Leads.
- 2
Fill in name plus email or phone, then create the lead.
- 3
Open the lead and check the timeline—you are ready to practice follow-up and pipeline moves.
Option B — Hosted or embed form
- 1
Open CRM → Integrations (or Lead capture) and copy your hosted form link or embed snippet.
- 2
Submit the form once using your own email or phone.
- 3
Refresh CRM → Leads; the new row should match your test submission.
Option C — Webhook (Make, Zapier, custom)
- 1
In Integrations, copy your inbound URL and secret header.
- 2
Send a test POST with name plus email or phone.
- 3
Confirm the lead in Leads and check the activity log if something fails.
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