Using IntrlumeSources

Sources

Connect where your enquiries come from — your website form, your business phone number, or your CRM — and your agent calls every new lead back within about a minute.

A source is a door leads walk through. Connect one, and every new enquiry that arrives is called back automatically — no list to upload, no button to press.

Open Integrations → Sources. Each tab is one door.

The sources you can connect

SourceWhat it does
WebsiteEnquiries from your website forms get called back within about a minute.
Call ForwardingPoint your business number at your agent. Every caller becomes a lead.
HubSpotNew contacts in HubSpot get called back within about a minute.
Zoho CRMNew leads in Zoho CRM get called back within about a minute.
Google AdsLead forms on your Google ads get called back within about a minute.

You can run more than one source at a time. A lead's source is shown on every call it produces, in the Source column on Conversations.

Connect your website form

Three steps, all on the Website tab.

Pick who calls these leads

Under Who calls these leads, choose the agent that should ring every new enquiry.

Say how your form sends leads

Under How your form sends leads, choose From a web page or From my server.

Pick From a web page if your form posts straight from the browser — you'll list the websites allowed to send us leads. Pick From my server if your own backend forwards the enquiry.

Set Most enquiries per day to cap how many leads a day this source may create.

Wire it up and check

Under Wire it up and check you'll find Your webhook URL and Your API key. Send the key as the X-Api-Key header.

Not technical? Switch the block to Prompt and hand the text to whoever runs your website — it already contains everything they need. Switch to Code for a ready-made snippet with your URL and key filled in.

Then submit your own form once. The step marks itself complete when a real enquiry lands.

Changing where your form posts from replaces your API key. Switching between From a web page and From my server mints a new key and the old one stops working — your form goes quiet until the new key is pasted in. Intrlume warns you before saving.

You can also replace the key deliberately with Replace Key, next to the key field.

Forward your business number

On the Call Forwarding tab you'll see one row per agent that answers calls, each with the number it answers on. Switch a row on to start turning callers into leads.

Turning a row off stops new leads from that number. Calls still connect — your phone line keeps working either way.

Call Forwarding has no automatic call-back settings. These callers just spoke to your agent, so there's nothing to ring back.

Connect HubSpot or Zoho CRM

Both work the same way.

Connect your account

Click connect on the tab. You'll approve it on your CRM's own screen. Nothing gets installed in your CRM.

Choose who we call, and how many

Set the agent that calls new records, and a daily cap. Anything past the cap waits for the next day rather than being called.

Switch it live

On means new leads come in and get called back. Off means new leads are ignored.

If the connection ever lapses, the tab tells you — reconnect from step 01 and leads start flowing again.

Connect Google Ads

Everything Google needs is two values you paste into a lead form you already have. Nothing is installed in your Google Ads account, and your ads and forms carry on exactly as they are.

Paste the two values into your lead form

On the Google Ads tab, open Setup Google Ads source. You'll find a Webhook URL and a Webhook key.

In Google Ads, open the lead form on your campaign and choose Edit. Under Other data integration options, tick Webhook integration (optional). Paste the URL and the key, press Send test data, then save.

The panel on the card changes to Google reached us as soon as the test lands.

Pick who calls these leads

Under Who calls these leads, choose the agent that should ring every new enquiry. Enquiries are still collected without one — they just aren't called.

Switch it on

The source starts off, on purpose: your account may already have live lead forms, so the moment the URL goes in, real enquiries start arriving. Turning it on is your decision to make.

On means new lead form enquiries come in and get called back. Off means they're recorded in the log and ignored.

Once it's live you also get How many a day — a cap so a busy campaign can never turn into thousands of calls — and the Automatic call-back settings below.

Test leads never get a call. Google's Send test data press shows up in the log below the card, which is how you know the wiring works. We deliberately never ring the number — it usually belongs to somebody who never asked to hear from you.

Calls from your ads arrive somewhere else. This tab covers lead forms only. If someone taps the call button on your ad, that reaches you as an ordinary phone call — set that up under Call Forwarding.

There's no Replace Key here, unlike the website form. Your key sits inside every lead form asset in your account, so replacing it would silently stop all of them until each one is pasted in again by hand.

Automatic call-back

Every source except Call Forwarding carries an Automatic call-back card. It decides how hard we chase a lead, and when we're allowed to.

How many times to try — Once, 2, 3, or 4 times. Each retry waits longer than the last. We stop as soon as someone answers, books, or tells us they're not interested.

Calling window — the hours we're allowed to call, in your workspace timezone. Set both times to keep calls inside your working day.

Leave the window empty and leads can be called at any hour your country allows, including late at night. Set both times unless you mean it.

How long to keep trying — 1 day, 2 days, 3 days, 1 week, 2 weeks, or 30 days, counted from when the enquiry arrived. After that we stop calling even if there are attempts left.

Your workspace timezone comes from Settings → Business Profile.

Everything this source sent

Every source except Call Forwarding carries an Everything this source sent panel — the log of what actually arrived, so you can tell "nobody enquired" apart from "something arrived and we could not use it". Click the heading to open it.

ColumnWhat it shows
ReceivedWhen it arrived
OutcomeWhether we could use it
Called inHow long we took to ring them
Call resultHow that call ended
LeadWho it turned out to be

Outcomes

OutcomeWhat happened
AcceptedWe could read it, and it became a lead we called
MergedWe already knew this person, so it joined their record instead of starting a new one. Nothing wrong, but no second call either
RejectedWe could not use it — the row says why, and what to change

Use the filter above the table to show one outcome at a time.

A Rejected row also covers hitting a limit you set yourself — your daily cap, for instance — or the source being switched off when the enquiry arrived. Nothing is broken there; the reason line on the row tells you which it was.

See what actually arrived

Open any row to see exactly what the source sent, field by field. It is the fastest way to fix a form that is posting the wrong thing — a phone number under a name we do not recognise, or a field arriving empty.

If nothing readable arrived at all, the row says so rather than showing you an empty table.

What arrived is kept for 90 days. After that the row stays, but its contents are cleared.

See also