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Lead ingestion is the entry point for all CRM operations. BrokerOS supports multi-channel ingestion, ensuring that prospective buyers are captured within seconds of expressing interest online or visiting a project site.

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How a Lead Gets In

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Ingestion Channels

Meta & Instagram Ads

Webhook fires the moment a buyer submits a Meta instant lead form. The system fetches full field data via the Graph API and creates or updates the lead record.

Google Ads

Lead form extensions on Google Search, YouTube, and Performance Max campaigns push leads via webhook. The Google Ads integration syncs field data and attribution (campaign, ad group, keyword) directly to the lead record.

Bulk CSV Upload

Marketing managers upload CSV files from property expos, cold databases, or past campaign lists. Rows are validated, deduplicated against existing phone numbers, and bulk-created with status: NEW.

Manual Entry & Walk-ins

Any team member can create a lead manually from the web dashboard or mobile app. For site office walk-ins, the receptionist logs the visitor directly and it enters the queue immediately.

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Deduplication

BrokerOS deduplicates on phone number. Every time a lead arrives from any channel, the system checks whether that phone number already exists in the database. If the phone is new: a fresh lead record is created with status: NEW and the source is tagged. If the phone already exists: no duplicate is created. Instead, the new inquiry is appended as a note to the existing lead’s customerSummary field, and the assigned executive is notified.

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Lead Source Types

Every lead has a source field tagged at ingestion. These map directly to the LeadSourceType enum in the database.

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Bulk CSV Format

Marketing managers can upload CSVs for batch ingestion. The expected column format is:
The Project Name column is matched against active projects by name. If the project name matches, BrokerOS automatically sets interestedProjectId on the lead record.