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External Leads

Import leads from external sources and third-party platforms.

Overview​

Readybuild can receive leads from various external sources:

  • Website contact forms
  • Lead generation services
  • Marketing platforms
  • Third-party integrations

Viewing External Leads​

  1. Navigate to Contacts
  2. Click External Leads tab
  3. View incoming leads awaiting processing

Processing External Leads​

When a new external lead arrives:

  1. Review the lead information
  2. Click Convert to Contact to create a contact record
  3. Or click Reject if the lead is not valid

Converting a Lead​

  1. Click Convert to Contact
  2. Review and edit the imported information:
    • Name
    • Email
    • Phone
    • Address
    • Notes/message
  3. Assign a source and/or campaign
  4. Click Create Contact

The lead becomes a regular contact and can be assigned to projects.

Duplicate Detection​

Readybuild checks for existing contacts when converting:

  • If a match is found by email or phone, you'll be prompted to merge or create new
  • Review carefully to avoid duplicate records

Lead Sources​

External leads come from:

  • Web Forms - Your website contact/quote forms
  • Integration Partners - Third-party lead services
  • API Imports - Custom integrations

Setting Up External Leads​

Admin Only: External lead sources are configured in Settings.

See Integrations for setup information.

Best Practices​

  • Process leads promptly - speed matters for conversion
  • Verify contact information before converting
  • Assign appropriate source for accurate tracking
  • Add notes about lead quality or special requests