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Playbook · Route every lead source into one pipeline

Stop losing leads between five different inboxes

Every lead from every source lands in one pipeline, gets tagged by source, assigned to the right person and followed up the same way.

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Works withFacebookInstagram

One lead came from Facebook. One from Angi. One called. One filled out your website form. They're in four different places, and two of them never got a call back.

When every lead lands in one pipeline and gets the same instant follow-up, you stop guessing who's handling what, and you finally see which sources actually make you money.

What you'll have

  • Every lead source feeding one place
  • Leads tagged by where they came from
  • Automatic assignment to the right person
  • The same instant follow-up for every lead

Have these ready

  • A list of every place leads come from today
  • Logins for each lead source
  • Who should get which leads

Do it yourself · Intermediate · About 3 hours

Here's exactly how.

  1. 1

    List your sources

    Write down every place leads come from: website forms, Facebook and Instagram, Google, Angi or HomeAdvisor, Nextdoor, phone calls and walk-ins. That list is your map.

  2. 2

    Connect each source

    Facebook lead forms connect in Settings under Integrations. Your own forms and calls are already inside. Third-party lead providers connect through Zapier, an inbound webhook, or a lead email your account can read.

  3. 3

    Build one router workflow

    Create a single workflow with a trigger for each source. This is your speed-to-lead router. Every lead, from anywhere, goes through it.

  4. 4

    Tag the source

    Add a tag for each source as the lead enters, like source-facebook or source-angi. Now you can see which sources actually turn into customers.

  5. 5

    Create the opportunity and assign it

    Add each lead to your pipeline in the New Lead stage, then assign it to an owner, or rotate leads across your team with round robin.

  6. 6

    Follow up instantly

    Send a text and an email within a minute, and alert the owner on the mobile app. One router means one follow-up you only maintain once.

  7. 7

    Test every source

    Submit a test lead from each source and confirm it lands, gets tagged, gets assigned and gets the text.

Tips from our team

  • One router workflow is easier to maintain than a separate workflow per source.
  • Tag the source on day one. You can't measure what you didn't track.
  • Paid lead sources sell the same lead to several companies. Speed is the whole game.

Stuck on a step? Bring it to weekly office hours or ask in 24/7 live chat. That's what they're for.

Do it yourself, or hand it off.

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Same HighLevel software you'd buy direct, plus a 1-hour onboarding call, weekly office hours and 24/7 live chat. Month to month, 30-day money-back guarantee.

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Rather not build it yourself?

Our team can set it up for you.

Funnels, websites, automations, texting, AI chat and AI Voice. Book a call, tell us what you need, and we'll scope it with you.

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