{"id":724,"date":"2026-10-12T08:39:06","date_gmt":"2026-10-12T13:39:06","guid":{"rendered":"https:\/\/realdialer.com\/help\/crm-lead-intake\/"},"modified":"2026-10-12T15:08:32","modified_gmt":"2026-10-12T20:08:32","slug":"crm-lead-intake","status":"publish","type":"rd_doc","link":"https:\/\/realdialer.com\/help\/crm\/crm-lead-intake\/","title":{"rendered":"Send website leads in with a lead intake URL"},"content":{"rendered":"<h2>What it is<\/h2>\n<p>A lead intake URL is a private address you paste into your website form, a portal or anything else that sends you leads. A lead posted to it becomes a contact in under a second, lands on the person you choose, can start a sequence, can drop into a calling list, and emails that person.<\/p>\n<h2>Where to find it<\/h2>\n<p>CRM &gt; Lead Intake<\/p>\n<h2>Steps<\/h2>\n<ol>\n<li>Press <strong>New intake URL<\/strong>.<br \/>\n<figure class=\"rd-shot rd-shot-howto\"><img decoding=\"async\" src=\"https:\/\/realdialer.com\/blog\/wp-content\/uploads\/2026\/10\/realdialer-help-howto-crm-lead-intake-1.webp?v=1791835711\" alt=\"In CRM &gt; Lead Intake, press New intake URL\" width=\"1440\" loading=\"lazy\" \/><figcaption>In CRM &gt; Lead Intake, press New intake URL<\/figcaption><\/figure>\n<\/li>\n<li>Name it, such as Website contact form.<\/li>\n<li>Choose <strong>Who these land on<\/strong>.<\/li>\n<li>Optionally pick a <strong>Cadence to start<\/strong>, a <strong>Calling list<\/strong>, a lead source under <strong>File them under<\/strong>, a contact type and a temperature.<\/li>\n<li>Leave <strong>Email the person it lands on<\/strong> and <strong>Accepting leads<\/strong> ticked.<\/li>\n<li>Press <strong>Create it<\/strong>. On the new card, press <strong>Show URL<\/strong>, then <strong>Copy URL<\/strong>, and paste it into your form&#8217;s settings.<br \/>\n<figure class=\"rd-shot rd-shot-howto\"><img decoding=\"async\" src=\"https:\/\/realdialer.com\/blog\/wp-content\/uploads\/2026\/10\/realdialer-help-howto-crm-lead-intake-2.webp?v=1791835712\" alt=\"Name it, choose who it lands on, then Create it\" width=\"1440\" loading=\"lazy\" \/><figcaption>Name it, choose who it lands on, then Create it<\/figcaption><\/figure>\n<\/li>\n<li>Press <strong>What arrived<\/strong> on the card to see each lead that came in and what happened to it.<br \/>\n<figure class=\"rd-shot rd-shot-howto\"><img decoding=\"async\" src=\"https:\/\/realdialer.com\/blog\/wp-content\/uploads\/2026\/10\/realdialer-help-howto-crm-lead-intake-3.webp?v=1791835712\" alt=\"Show URL to copy it; What arrived lists each lead\" width=\"1440\" loading=\"lazy\" \/><figcaption>Show URL to copy it; What arrived lists each lead<\/figcaption><\/figure>\n<\/li>\n<\/ol>\n<h2>Other ways in<\/h2>\n<ul>\n<li>No form yet? Press <strong>Get the form<\/strong> on the card for a form you paste on your website or link to from an ad. See &#8220;Put a lead form on your website&#8221;.<\/li>\n<li>Google Ads lead forms and Facebook lead ads can send to this URL too. See &#8220;Send Google Ads and Facebook leads to RealDialer&#8221;.<\/li>\n<\/ul>\n<h2>Good to know<\/h2>\n<ul>\n<li>RealDialer does not text the lead for you yet. The fast part is the cadence: its first touch lands as a task due right away.<\/li>\n<li>A lead with no phone number is turned away.<\/li>\n<li>The same lead sent twice within ten minutes is counted once. A lead that matches an existing contact is matched, not duplicated.<\/li>\n<li><strong>Rotate<\/strong> gives a new URL and the old one stops working at once.<\/li>\n<li>Post JSON or a plain form body. The usual field names are read on their own.<\/li>\n<li><strong>What arrived<\/strong> shows each lead&#8217;s source. Leads from the lead form also show the ad they came from and the consent they gave.<\/li>\n<li>An account can have up to 25 intake URLs.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>A lead intake URL is a private address you paste into your website form, a portal or anything else that sends you leads. A lead posted to it becomes a contact in under a second, lands on the person you choose, can start a sequence, can drop into a calling list, and emails that person.<\/p>\n","protected":false},"featured_media":1974,"menu_order":0,"template":"","meta":{"_rd_doc_route":"\/crm\/lead-intake","_rd_doc_source_id":"crm-lead-intake","_rd_doc_checked":"2026-10-12","_rd_doc_meta_description":"A lead intake URL is a private address you paste into your website form, a portal or anything else that sends you leads. A lead posted to it becomes a contact in under a second, lands on the person you choose, can start a sequence, can drop into a calling list, and emails that person.","footnotes":""},"rd_doc_category":[19],"class_list":["post-724","rd_doc","type-rd_doc","status-publish","has-post-thumbnail","hentry","rd_doc_category-crm"],"_links":{"self":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/724","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc"}],"about":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/types\/rd_doc"}],"version-history":[{"count":3,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/724\/revisions"}],"predecessor-version":[{"id":1977,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/724\/revisions\/1977"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/media\/1974"}],"wp:attachment":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/media?parent=724"}],"wp:term":[{"taxonomy":"rd_doc_category","embeddable":true,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc_category?post=724"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}