Getting Your Digital Leads Set Up
How your online lead sources get connected during onboarding, so nothing sits waiting.
A digital lead is any lead that arrives online instead of by phone: a form fill on your website, an inquiry from a marketplace like Angi or Thumbtack, an ad lead, a website chat. These are the leads where speed matters most, because the homeowner is usually shopping several contractors at once. During onboarding, Alivo connects your digital lead sources for you so every one of them flows into a single pipeline and gets an instant reply. This page covers the three ways digital leads get in and what the setup looks like from your side.
The Three Paths In
Every digital lead reaches Alivo through one of three doors. Most contractors use a mix, and your onboarding form is where you tell us which sources you have today.
| Path | How It Works | Common Examples |
|---|---|---|
| Native integrations | Alivo connects directly to the lead platform and new inquiries flow in automatically. | Angi, Angi Ads, Thumbtack, Networx, Google LSA, Roofle |
| Alivo Capture tools | Built-in widgets and links for your own marketing: website forms, a chat widget, pop-ups, a booking widget, landing pages, and smart text links. | Your website, ads, yard signs, truck wraps |
| Custom webhooks | A secure address Alivo gives you that other systems can send lead data to, for anything without a native connection. | Zapier, Make, a custom form, a proprietary system |
Rule of thumb: if Alivo has a native integration for a source, that is the path we use. Webhooks are the fallback for sources that are not on the list, and Alivo Capture is for leads that come from your own site and marketing.
What Alivo Sets Up for You
Connecting lead sources is part of the technical setup Alivo handles before you go live. Here is how it plays out during your onboarding timeline:
- You list your sources on the onboarding form. Tell us everywhere leads come from today: marketplaces, your website, ad platforms, anything. The more complete this list, the fewer leads slip past the setup.
- We kick off the connections on your first call. Your implementation deep dive is where integrations get started. Some sources need a login or a small step on their side, and your specialist walks you through those.
- We test everything before go-live. During the configuration stretch, Alivo tests each connection to make sure leads are actually flowing in and landing in your pipeline correctly.
- Each source gets its own label. Every lead is tagged with where it came from, so down the road your reporting can show you which sources actually turn into booked jobs.
What Happens When a Digital Lead Arrives
Once a source is connected, new leads show up in your pipeline on their own. If an agent is assigned to the source, follow-up starts automatically: Evan, the web-lead agent, responds by text in under 60 seconds, qualifies the prospect, and works toward booking while the lead is still hot. That speed is the whole point. Shared marketplace leads usually go to whoever responds first, and an instant reply is something no office can do by hand every time.
Keep in mind: new lead sources are easy to add later. Signing up for a new marketplace next spring does not mean redoing your setup. Add the connection, point it at your agent, and it flows into the same pipeline as everything else.
Where to Go Deeper
For the full picture of every path into Alivo, including phone calls and manual entry, see How Leads Get Into Alivo. For the built-in website widgets and shareable links, see Alivo Capture Lead Sources. Each individual source, from Angi to Thumbtack to the chat widget, also has its own connection guide in this knowledge base.
The takeaway: list your sources once, and Alivo wires them all into one pipeline with instant follow-up on every lead. You stop losing the fastest-caller-wins race, and you finally get one place to see where your jobs actually come from.
Still have a question this didn't answer? Reach out to our support team support@alivo.ai and we'll be glad to help.