Skip to main content

Lead Sources & Capture

How leads enter the system and tracking their origin

Lead Sources & Capture

Understanding where your leads come from helps you optimize your marketing spend.

Automatic Capture

Leads are automatically created when someone submits the Contact Form on your marketing website. The form captures:

  • Name, email, phone number
  • Service they are interested in
  • Message / project description
  • Budget range

Source Tracking

Each lead is tagged with its source:

  • Website — Contact form submissions
  • Referral — Referred by an existing client
  • Social Media — Leads from social channels
  • GoHighLevel — Synced from your GHL account
  • Manual — Manually entered by your team
  • AI Generated — Leads discovered by the background worker

Lead Generation Worker

The platform includes a background worker that can automatically research and generate leads based on your target criteria. Configure it in Automation → Lead Generation.