Entry points

Every system a lead or deal can arrive through, with a direct link into the place you actually work in it. Records from all four land in this dashboard once they're exported or synced.

Four ways in: Attio, Apollo, the Google lead bot and the website.

Checking each entry-point link…

Edit URLs

Google lead bot · live delivery

Leads posted straight into the funnel

Checking the intake endpoint…

System of record for pipeline

Attio

Open the Attio workspace to work deals, move stages and log activity.

Feeds leads + dealsSource · attioapp.attio.com
Set up Attio to start producing data
  1. 1Create a Deals object with one status per funnel stage, then mirror those names in Settings → Stages.
  2. 2Add Source, Segment and Region as select attributes on People and Deals so the sources view can split them.
  3. 3Record a lost reason on every closed-lost deal — the drop-off panel reads it.
  4. 4Export Deals and People to CSV (or sync via the API) and load them in Import CSV.

Outbound prospecting and sequences

Apollo.io

Open Apollo to build a list, launch a sequence or check reply rates.

Feeds leadsSource · outboundapp.apollo.io
Set up Apollo.io to start producing data
  1. 1Save a search per segment so exported leads carry a consistent segment value.
  2. 2Turn on the Attio (or CRM) integration so sequenced contacts stop being counted twice.
  3. 3Map sequence outcomes — replied, meeting booked, disqualified — to your lead stages.
  4. 4Export the contacts list with company, title, seniority and created date columns.

Inbound chat capture on the website

Google lead bot

Open the Google Business messages inbox to answer live enquiries.

Feeds leadsSource · chatbotbusiness.google.com
Set up Google lead bot to start producing data
  1. 1Set LEAD_INTAKE_TOKEN in the backend and paste the same value into the bot's webhook auth header.
  2. 2Point the bot at the intake endpoint shown in the delivery panel below.
  3. 3Ask for company, name and email in the chat flow — those three are what the intake requires.
  4. 4Send a test conversation and confirm it appears in the Chat alert and the delivery counters.

Public site and enquiry forms

Envicon Group website

Open envicongroup.com to check the live forms the bot and CTAs sit on.

Feeds leadsSource · websiteenvicongroup.com
Set up Envicon Group website to start producing data
  1. 1Add the lead bot snippet to every page that carries a call to action.
  2. 2Post enquiry-form submissions to the same intake endpoint the bot uses.
  3. 3Keep the UTM parameters below on outbound links so attribution survives the round trip.
  4. 4Check the form's thank-you page still fires before assuming a quiet week is real.

Getting those records in here

The dashboard reads whatever dataset is loaded in this browser. Export leads and deals from Attio or Apollo, or the enquiries the lead bot captured, and drop the files into the importer — the funnel, trends and sources pages recompute on your records.

Edit these URLsGo to Import CSV