How Leads Are Created
Every channel funnels into the same deduplicated lead model.
Overview
Leads are created manually, via forms and chat, by SMS or voice, or through webhooks (Make, Zapier, custom). LeadLock merges on email or phone when possible so you do not get duplicate cards for the same person.
- 1
Inbound payloads normalize into name, contact fields, source, and message.
- 2
Duplicates update existing records and append timeline notes instead of starting over.
- 3
Usage limits on free tiers may block additional creates until you upgrade.
Quick actions
In this topic
Related articles