CRM and Sales
Lead Source Integrations
Route enquiries from wherever they originate straight into your pipeline.
Website forms, ad platforms and marketplaces
CRM and Sales
On RequestWorks with AnantaTech Hub · Provided by Website forms, ad platforms and marketplaces
What this connects
Website forms, ad-platform lead forms and listing portals to your CRM.
Supported workflows
- Website enquiry landing in the pipeline with its source recorded
- Ad-platform lead forms creating a lead automatically
- Assigning new enquiries to an owner by rule
Data exchanged
- Enquirer name, phone and email
- Enquiry message and campaign source
- Timestamp and assignment
Setup requirements
- Access to configure the source platform's webhook or form endpoint
- Field mapping to your lead structure
- Assignment rules defined
Permissions required
- Permission to receive lead data from each source platform
Security and privacy
- Data is transmitted over encrypted connections (TLS).
- Credentials and tokens are stored server-side and never exposed to the browser.
- Access can be revoked at any time from the provider's own account settings.
Known limitations
Stated plainly, because finding these out during implementation is worse than knowing them now.
- Each ad platform has its own approval process for lead delivery.
- Consent for contacting a lead is governed by the source platform's terms.
Need Lead Source Integrations connected?
Tell us how you use it today and we will confirm what is possible for your configuration before anything is committed.