Website and email intake

Website Lead Channel

1. Go to Settings → Channels and add the customer’s website.
2. Choose the owner and default pipeline.
3. Optionally choose a default website service. If you leave it empty, Qonvera holds enquiries that do not specify a service for review instead of guessing one.
4. Generate the connection credential and activate the source. Treat the credential like a password and share it only through an approved secure method.
5. Have the person managing your website complete the connection using the setup information shown in Qonvera.
6. Make sure the form collects a contact name, reliable email or international-format phone, company details when available, and the enquiry message. Include a service selection only when the customer can choose a known offering.
7. Submit a test form, find it in Intake, and complete any required review. Website records carry a Website form badge so they remain distinct from forwarded email intake.

If the website form has no message field, the review screen supplies a factual summary such as Website enquiry submitted for Example Company. The original message always takes priority when present, and the reviewer can edit the summary before creating CRM records.

Qonvera receives explicit form enquiries. It does not install page-view, session, or behavioral tracking.

Email-to-lead

1. Create an Email Lead source in Qonvera and copy its unique intake address.
2. In the customer’s mail provider, forward only the intended lead emails to that address.
3. Complete the mail provider’s forwarding verification.
4. Send a controlled email and confirm it appears in Intake.

Forwarded email records carry an Email intake badge in the event list, detail panel, and review panel.

New website and email enquiries also appear in Qonvera’s notification bell for active Owners, Admins, and Managers. If browser notifications are enabled, the same event can appear as a browser alert while Qonvera is in the background. Opening the alert marks it as read and takes the user to Intake. Correlated email supporting evidence does not create a second lead alert.

You can keep your existing email provider as long as it supports forwarding to the Qonvera intake address.

Better extraction

Forward the original message content where possible. Clear labels such as Name, First name, Last name, Email, Phone, Company, Company website, LinkedIn, Instagram, Facebook, and Message help Qonvera find the right details. Keep each label beside its value and review uncertain fields before creating CRM records.

When a company is available, the review screen searches only the selected workspace for exact company-name and business-domain evidence. The reviewer decides whether to link an existing account, create a new account, or keep the contact unlinked. Creating or linking an account also links the approved opportunity; it never merges contacts automatically.