Skip to main content

Pull Portal Leads into Brixi Automatically

Connect a listing portal once and every new enquiry arrives in Brixi as a contact — no copying leads by hand. From there your team responds, assigns owners, and follows up like with any other lead.

Entry pointAutomation → Integrations

Available Lead Providers

Who Can Do This

Setting up a provider is an admin or sales-ops job. Once it's connected, sales users simply work the leads that arrive — contacts, assignments, tasks, and notifications all show up automatically.

Before You Start

  • Confirm you have admin access in Brixi and access to the provider account.
  • Decide on a clear source name, such as the provider's name.
  • Note the fields the provider sends, especially name, phone, email, product or service interest, city, budget, and message.
  • Decide who should own or review new leads, and whether assignment should be automatic.
  • Keep a test lead ready to submit after setup.
  • Check whether the provider uses account login, webhook delivery, or another lead-delivery setup.

Connect a Lead Provider

  1. Open Integrations and search for the provider, or choose Lead Providers.
  2. Install the connector if it is not already active.
  3. Open the connector settings.
  4. Add or select the external account/source.
  5. Map the incoming fields to Brixi contact fields (see below).
  6. Choose default values for missing fields when available, such as source, interest, or owner.
  7. Save the configuration.
  8. Submit one test lead from the provider.
  9. Open CRM → Contacts and confirm the lead was created with the expected source and details.

Field Mapping Guidance

Incoming fieldRecommended Brixi field
Customer nameContact name
Phone or mobilePrimary phone number
EmailEmail address
Product or service interestInterest, requirement, or enquiry field
City or locationAddress, locality, or requirement field
BudgetRequirement or enquiry budget
MessageNote or enquiry description
Campaign/sourceContact source and campaign metadata

Don't drop fields that help sales qualify the lead — interest, budget, urgency, and location often decide who should call first.

Reporting Checks

After connecting, review:

  • Contact source counts for the new provider.
  • New lead volume by day.
  • Duplicate contact trends.
  • Assignment outcomes if lead distribution is enabled.
  • Call, meeting, appointment, and opportunity conversion from that source.

Common Issues

IssueCauseFix
Test lead does not appearProvider did not send, mapping failed, or connector is inactive.Resend the test and check integration status.
Phone number is wrongCountry code or format is inconsistent.Set the correct default country code or adjust validation.
Duplicate contacts appearThe source sends different phone/email values for the same buyer.Standardize required fields and review duplicate handling.
Leads appear without ownerNo assignment rule matched the source.Add a lead distribution policy or default owner.
Wrong field is attachedExternal field mapping points to the wrong Brixi field.Update mapping and submit a new test lead.
The Integrations page or a provider card is hiddenConnector visibility depends on your role.Ask your admin to review your access.
Connector is installed but nothing arrivesMost portals only start delivering after their team configures it — that step is outside Brixi.Chase the provider first to confirm delivery is configured.
Provider confirms a submission was sent but the contact never appearsDelivery failed on the way into Brixi.See Getting Help — include the provider name, the test lead's details, and the submission timestamp.
Was this article helpful?If something is unclear or out of date, email support@brixi.ai with the article title — or see Getting Help for what to check first.