AllTalk Support : How to integrate lead source automatically

Internal AllTalk Workflow Steps

Step 1: Prepare Your CRM Environment

• Ensure your AllTalk CRM is configured with:

  • Lead fields: Company, Contact Name, Title, Email, Phone, Source, Industry, Status.

  • Tags for filtering and workflows.

• Complete prerequisites like 10DLC registration, phone number purchase, and workflow setup.

Step 2: Identify Your Lead Sources

• Common sources include:

  • ZoomInfo, LinkedIn Sales Navigator, Google Maps, Facebook Ads.

  • Web forms or marketplace

• Confirm API access or webhook capability for each source.

Step 3: Set Up API or Connector Integration

• Use Zapier, Make, or native AllTalk connectors:

  • Authenticate with API keys or OAuth.

  • Map fields from the source to AllTalk CRM fields.

• Example: Source Field → CRM Field

• first_name → Contact Name

• email → Email

• company → Company

• lead_source → Source

• Enable auto-fetch triggers (e.g., “New Lead Created” event).

Step 4: Configure Automation Rules

• Create workflows in AllTalk:

  • Auto-tag leads by source.

  • Assign leads to pipelines or sales reps.

  • Trigger follow-up tasks and notifications.

Step 5: Test the Integration

• Submit a test lead from the source.

• Verify:

  • Data flows into CRM automatically.

  • Tags and workflows activate correctly.

  • No duplicates (use deduplication logic).

Step 6: Monitor & Optimize

• Use dashboards to track:

  • Leads fetched per source.

  • Conversion rates and ROI.

• Adjust scoring and workflows based on performance.