Lead sources and calling leads back fast

The Leads page holds people your AI employees can follow up with: leads captured on calls, sent from your forms, or imported from a list.

Calling leads needs a paid plan, which will apply once billing switches on. It also needs your calling registration finished. On the trial, leads are saved, but nobody is called.

Your website form

Create a lead source on the Leads page. Give it a name, choose Who calls these leads, leave Call each new lead right away ticked, and choose What the calls are: follow-ups and reminders (no selling), or sales or marketing calls.

You get a private Intake URL. Copy it straight away; it won't be shown again. Paste it into Zapier, Make or your form tool as the place to send new leads.

Each lead needs a phone number. Also send the exact consent wording the person agreed to. A lead without consent is saved but never called automatically.

Follow Up Boss

Connect Follow Up Boss with the account owner's API key (in Follow Up Boss: Admin → API). New people added there show up in Nerro within seconds. Every call with them is logged on their Follow Up Boss timeline with a summary. You choose which Follow Up Boss sources to call.

How fast leads are called

When a lead with consent arrives inside calling hours, your employee calls right away. If nobody answers, by default it tries again about 3 hours later, then the next day. It stops once the person picks up or calls you.

For each source, you can set:

• A lead that arrives outside calling hours: call when hours open, 3 or 6 hours later, the next day, hold it for you to release, or don't call it.
• If nobody answers, try again after (minutes): up to 9 retries.
• Ignore the same number again within (minutes): stops a form submitted twice from calling twice.

Calls always follow the calling rules, including at most 3 calls to a number in 24 hours. For an overview of how Nerro decides when it may call, see calling rules for lead calls.