SpeedIQ

CRM

Capturing leads

Leads come in from many places. However they arrive, they land on the pipeline board and can be routed and automated from there.

Sources

SourceHow it works
Web formsBuild a hosted form (Leads → Forms). Submissions create a lead.
Social & ad platformsConnect Facebook, Instagram, LinkedIn, TikTok & Google in Leads → Capture; lead-ad forms flow in live. See Social.
Social commentsComments on your posts/ads become leads (keyword-filtered), on Facebook, Instagram, LinkedIn & TikTok.
Webhook / API sourcesEach source gives you a POST URL to send leads from anything.
Google Maps prospectingScan businesses by area and radius, then bulk-import selected rows.
Inbound messagesA first WhatsApp / SMS / email / social DM can open a lead automatically.

Auto-create from the first message

When someone messages you for the first time and has no open lead, SpeedIQ can open one for you. Turn this on under Settings → CRM (“Auto-create lead on first inbound”). New leads land in the default pipeline’s first open stage and are immediately run through your routing rules.

Forms

  1. 1
    Create a form
    Leads → Forms → New form. Give it a name and build fields.
  2. 2
    Choose where leads land
    Point the form at a pipeline and stage (or leave it on the default).
  3. 3
    Share or embed
    Use the hosted link, or paste the embed snippet on your own site.
Every source triggers automations
No matter how a lead is created, it fires the lead_created trigger (and form_submitted or ad_lead_received where relevant), so you can route, tag, and follow up automatically. See Triggers.