Customers & Sales | Workspace
Configure lead sources and lead webhooks
Label where leads came from, accept supported inbound leads, and verify that each lead reaches the correct company pipeline.
Sign in to your company workspace to use the related controls.
What this section includes
- Lead-source labels
- Inbound webhook tokens
- Source attribution
- Duplicate checks
- Pipeline routing
Start-to-finish instructions
List each real source
Create clear names for website, referral, marketplace, phone, social, partner, or paid-campaign sources.
Create an inbound connection
Use the generated webhook address or integration instructions. Treat its token like a password.
Send a safe test
Submit one clearly labeled test lead with a unique email or phone.
Verify routing
Confirm the company, source, owner, status, notes, and notification are correct.
Monitor and rotate
Review failures and duplicates. Replace a token if it was exposed and update the sending system immediately.
What success looks like
- The test lead appears once in the correct pipeline.
- The source and contact details are accurate.
Common problems
- Do not publish webhook tokens in screenshots or Help content.
- If the same lead appears twice, check retries and idempotency before changing the customer record.