How do I get leads from other sources into the system?
Short answer
Route leads from ad platforms, directories, and third-party forms into TactStack through native integrations or automation connectors so nothing sits in an inbox unassigned. Every inbound lead should create a contact, tag its source, and trigger the same follow-up workflow regardless of where it came from.
Before you start
- A list of every place leads currently come from.
- An existing follow-up workflow to route leads into.
- Source tagging conventions agreed on.
- Admin access to the external platforms sending leads.
Step by step
- 1
Inventory every lead source
List ad platforms, directories, marketplaces, and any third-party forms currently generating leads.
You cannot route what you have not accounted for.
- 2
Check for a native integration first
Many ad and directory platforms connect directly without extra tools.
Native connections are more reliable and easier to maintain than custom automation.
- 3
Use an automation connector for the rest
For sources without a native option, use a generic automation connector to send data into your intake webhook.
This covers sources that never built a direct integration.
- 4
Standardize the incoming fields
Map name, phone, email, and message to the same fields every source uses.
Inconsistent fields make leads harder to work and report on later.
- 5
Tag the source automatically
Set each connection to stamp the contact with where it came from on arrival.
Untagged leads make it impossible to know which channels are working.
- 6
Route into one follow-up workflow
Send every new lead, regardless of source, into the same speed-to-lead workflow.
Customers do not care where they found you, only how fast you respond.
- 7
Test each source end to end
Submit a real test lead through every connected source and confirm it arrives correctly.
A silent failure on one source can go unnoticed for weeks.
What good looks like
- No lead sits unassigned because it came from an unfamiliar source.
- Every contact arrives with an accurate source tag.
- Response time is consistent regardless of channel.
- Reporting on source performance becomes reliable.
Common mistakes
The ways this goes wrong in setup, and what to do instead.
Manual copy and paste›
Someone checks an external inbox and retypes leads when they remember to.
Do this instead: Set up a direct integration or connector so leads arrive automatically without human relay.
No source tag on arrival›
Leads pile into the same list with no way to tell where they came from.
Do this instead: Configure each connection to stamp source at the moment the contact is created.
Separate workflows per source›
Follow-up speed and quality vary depending on where the lead originated.
Do this instead: Route every source into one shared follow-up workflow so response time stays consistent.
Frequently asked
5 questions about push leads in from other sourcesRelated guides
Pick the next thing to set up, or back up a step if something here assumed work you have not done yet.
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