Hello, my name is Chris. In this article, you’ll learn how to automate capturing leads and contacts in LeadCenter.
LeadCenter connects to more than a dozen marketing and communication platforms to automatically collect leads and assign them to the correct marketing channels, saving you time and improving tracking accuracy.

Supported Lead Sources

LeadCenter supports over 16 lead sources, including:

• Phone calls
• Website forms
• Live chat
• Email redirects
• Zapier integrations
• Event registrations (from your website or mail houses)
• CSV uploads
• Financial advisor marketplaces

This wide range of integrations ensures that all your inbound leads — from digital ads to seminar registrations — are automatically added to your CRM.

Why Automatic Lead Capturing Matters

One of LeadCenter’s key advantages is that it doesn’t just capture leads, but also attributes each one to the correct marketing channel or campaign.
This makes it possible to:

• Measure ROI per channel
• Analyze which sources drive the most conversions
• Eliminate manual data entry errors

Accessing Contact Capturing Settings

To begin configuring automatic lead capture:

1. Go to LeadCenter.
2. Click your name in the top-right corner.
3. Select Settings.
4. Click Contact Capturing from the settings menu.

Viewing Supported Mediums

Under Contact Capturing, click Mediums.
This opens a list of all lead sources currently supported by LeadCenter.

Examples include:

• BigMarker
• Financial Seminar Services
• LeadJig
• LeadingResponse
• Phone Calls
• Email Redirects
• Website Forms

Most of these lead sources integrate automatically through APIs, meaning no manual import is needed once the setup is complete.

Setting Up Website Form Lead Capture

To capture leads from your website forms:

1. Return to the Contact Capturing section.
2. Click External Forms.
3. Register the forms you’re using on your website.

Once configured, any form submission will automatically create a new contact in LeadCenter, complete with all associated UTM tracking data.

Note: There’s a separate video dedicated to configuring form-based lead capture for more detailed setup instructions.

Setting Up Virtual Phone Numbers

To capture leads from phone calls:

1. Go to Phones and Text in your settings.
2. Click Phone Numbers.
3. Add or edit a virtual phone number.

These virtual numbers can be configured to redirect to your office line while still logging each call in LeadCenter.
They’re ideal for use in marketing campaigns such as:

• Google Ads
• YouTube Ads
• Radio or TV campaigns
• Google Business Profile listings

When someone calls a virtual number:

• The call redirects to your main office phone.
• A lead is automatically created in LeadCenter.
• The system automatically attributes the lead to the correct marketing channel.

Setting Up Event-Based Lead Capturing

To capture leads from event registrations:

1. Go to Basic Settings → Integrations.
2. Click Events Marketing.
3. Connect your event platforms such as:
   • LeadingResponse
   • Financial Seminar Services
   • LeadJig
   • BigMarker

When attendees register through these platforms, their data is automatically imported into LeadCenter, along with attribution to the event and its marketing source.

Wrapping Up

This is a high-level overview of how to automate lead capturing in LeadCenter.
With these integrations, you can:

• Seamlessly capture leads from multiple marketing sources
• Automatically attribute each lead to the correct campaign
• Eliminate manual entry and data mismatches
• Gain full visibility into marketing performance

Thank you!