Lead Sources
Know where every lead came from.
Where Did They Come From?
Track every lead to its source. Know what's working. Double down.
How It Works
┌─────────────────────────────────────────────────────────────┐
│ YOUR LEAD SOURCES │
│ │
│ ┌─────────────┐ ┌─────────────┐ ┌─────────────┐ │
│ │ Facebook │ │ Google │ │ Website │ │
│ │ Ads │ │ Ads │ │ Form │ │
│ └──────┬──────┘ └──────┬──────┘ └──────┬──────┘ │
│ │ │ │ │
│ └────────────────┼────────────────┘ │
│ │ │
│ ▼ │
│ ┌───────────────────────┐ │
│ │ ROCKET AGENTS │ │
│ │ (AI Contacts │ │
│ │ All Leads) │ │
│ └───────────────────────┘ │
│ │ │
│ ▼ │
│ ┌───────────────────────┐ │
│ │ Track Results by │ │
│ │ Source │ │
│ └───────────────────────┘ │
└─────────────────────────────────────────────────────────────┘Source Types
| Type | Use Case |
|---|---|
| Webhook | Facebook Ads, Google Ads, Zapier, any platform |
| Form | Embed on your website |
| Manual | Leads you add yourself |
Why Sources Matter
- Track ROI — See which channels produce the most meetings
- Customize messaging — Different agents for different sources
- Optimize spend — Cut what doesn't work, scale what does
FAQs
"Do I need to create sources?" For automation, yes. Manual leads don't require one.
"Can one lead have multiple sources?" No. Each lead has one source. If someone comes in twice, we keep the original.
"What if I don't know the source?" Create a "Manual" or "Other" source as a catch-all.
"Can I see reports by source?" Yes. Dashboard shows conversion rates, meeting bookings, and ROI by source.
"How many sources can I create?" Unlimited on all plans.
"Can I delete a source?" Yes. Existing leads keep their source reference for reporting.
Get Started
- Create a source — 1 minute
- Connect webhooks — Facebook, Google, Zapier
- Add a form — Capture leads on your website