Lead Intake

Lead Intake provides two ways to capture potential customers from your website or external systems: a hosted public form page you can link to or embed, and an API endpoint for programmatic lead submission. All captured leads flow directly into your Pipeline for tracking and follow-up.

Accessing Lead Intake

From the admin dashboard, navigate to Settings in the left navigation, then select Lead Intake from the Workspace section. The page displays your hosted form URL, intake API key, and code snippets for integration.

Hosted Form URL

The hosted form URL is a publicly accessible page that captures lead information with your organization's branding. This is the simplest way to start collecting leads—no coding required.

The form URL is displayed in a read-only field with two controls:

• Copy — Copies the URL to your clipboard for pasting into emails, social media posts, or other channels.

• Open form — Opens the hosted form in a new browser tab so you can preview what customers will see.

The hosted form includes your organization's name, logo, brand color, and contact information. When someone submits the form, Chisel Tide creates a new lead in the first stage of your pipeline automatically.

Using the Hosted Form

You can use the hosted form URL in several ways:

• Direct link — Share the URL in emails, text messages, or social media posts. Customers click the link and fill out the form directly.

• Website link — Add a "Get a Quote" or "Contact Us" button on your website that links to the hosted form.

• Embed — If you have control over your website, you can embed the form using an iframe for a seamless experience.

API Key Management

For programmatic lead submission—such as capturing leads from your own website forms, integrating with marketing tools, or building custom workflows—you'll use the Intake API. Authentication is handled via your API key.

The API key section shows:

• API key field — Displays your current intake key, masked by default for security.

• Reveal / Hide — Toggle to show or hide the full key value. The key is masked by default to prevent accidental disclosure if someone is viewing your screen.

• Copy — Copies the key to your clipboard.

• Rotate — Generates a new API key and invalidates the old one immediately.

Below the key field, you'll see Last updated with the timestamp of when the key was last rotated.

Using the API Key

Your API key authenticates requests to the Intake API. Include it in the Authorization header as a Bearer token:

Authorization: Bearer YOUR_INTAKE_KEY

Rotating the API Key

When you rotate the API key:

1. A new key is generated immediately.

2. The old key stops working right away—any systems still using it will receive authentication errors.

3. The new key is displayed on screen and ready to use.

4. Your hosted form URL does not change.

After rotating, update any systems or scripts that use the API key with the new value. Plan for key rotation during low-traffic periods if you have live integrations.

Quickstart Code Snippets

The Lead Intake page provides ready-to-use code examples for submitting leads programmatically. Two formats are available:

• cURL — For testing from the command line or integrating with backend systems.

• JavaScript — For client-side website integration.

Each snippet includes the API endpoint, required headers, and a sample request body with the key field placeholders filled in.

Example cURL Request

curl -X POST "https://your-domain.com/api/v1/intake/leads" \
  -H "Content-Type: application/json" \
  -H "Authorization: Bearer YOUR_INTAKE_KEY" \
  -d '{
    "customer": {
      "name": "Jane Smith",
      "email": "[email protected]",
      "phone": "555-123-4567"
    }
  }'

AI Integration Tools

Two AI-assisted integration options help you implement lead intake quickly:

Build it with AI

Click Build it with AI to launch an AI assistant that guides you through setting up lead capture on your website. This feature helps generate integration code tailored to your specific use case.

Copy LLM Prompt

Click Copy LLM prompt to copy a pre-written prompt to your clipboard. Paste this prompt into ChatGPT, Claude, or another AI assistant to get context-aware help implementing the Intake API. The prompt includes your API endpoint structure and authentication details, so the AI can generate accurate integration code.

Lead Data Fields

When submitting leads via the API, include customer information in the request body. The following fields are available:

Required Fields

• customer.name — The contact's name (required).

Contact Information

• customer.email — The contact's email address. You must provide at least one of email or phone.

• customer.phone — The contact's phone number. You must provide at least one of email or phone.

Property Information

• serviceAddress — The service address for the potential job, including street, city, state, and postal code.

• poolType — The type of pool (inground, above ground, etc.).

• estimatedSize — Estimated pool size.

Lead Details

• serviceInterest — What services the prospect is interested in.

• estimatedValue — Estimated deal value for the lead.

• notes — Additional notes or context from the prospect.

Attribution Fields

• referrer — How the prospect found your business.

• landingPage — The landing page URL where the lead was captured.

• campaign — Marketing campaign identifier.

• utmSource — UTM source parameter for tracking.

• utmMedium — UTM medium parameter for tracking.

• utmCampaign — UTM campaign parameter for tracking.

• utmContent — UTM content parameter for tracking.

• utmTerm — UTM term parameter for tracking.

Photo uploads

When photo uploads are enabled for lead intake, prospects can attach pictures of the pool or equipment with the inquiry. Submitted photos appear on the pipeline lead so your sales team can see site conditions before the first visit.

How Leads Enter the Pipeline

When a lead is submitted—either through the hosted form or the API—Chisel Tide automatically creates a new lead record:

1. A customer record is created with the submitted contact information.

2. A lead is created in the first stage of your Pipeline.

3. The lead appears on your Pipeline board, ready for follow-up.

From the Pipeline, you can assign the lead, track its progress through stages, and convert it to a customer when the deal closes.

Duplicate Prevention

If someone submits a lead for a customer who already has an open lead in your pipeline, Chisel Tide returns a duplicate error instead of creating a duplicate record. This prevents your pipeline from cluttering with duplicate entries for the same prospect.

Troubleshooting

Next steps

• Review and manage your leads in the Pipeline.

• Customize your pipeline stages to match your sales process.