Get Started

This is the starting point for new NZ Leads accounts. Follow the steps below to get from sign-up to an auto-responding source you can test with a real inquiry.

Setup steps

Create your account

Start a 7-day free trial — no credit card required. Sign up or sign in here.

Connect your first source

Connect one of your platform accounts so NZ Leads can start receiving inquiries. Every source is connected with the platform’s own sign-in (OAuth) — your password is never shared. See Add your first source for platform-by-platform steps, or Lead Sources for the full overview.

Configure messaging

Open Messaging Settings on the new source and set up the conversation flow (AI or predefined), follow-up timing, and contact-info collection. See Messaging Settings.

(Optional) Add integrations

Connect a CRM (HubSpot, Pipedrive, Salesforce, GoHighLevel, Workiz, HousecallPro, Monday.com) or a notification channel (Slack, SMS, WhatsApp, Telegram) so your team and tools stay in sync. See Integrations.

(Optional) Set up a voice agent

Add a Voice Agent that answers incoming calls, calls new leads, or runs batch call campaigns. See Voice Agent.

(Optional) Invite your team

Invite teammates to share the inbox. See Team Management.

Learn the basics

Key concepts

Sources, businesses, leads, statuses, and the words you'll see all over the app.

Pages overview

A short tour of each page in the main navigation.

Source tokens

How OAuth connections work, and when you'll need to reconnect a source.

Add your first source

Step-by-step for each supported platform.

What happens next

Once your first source is connected and messaging is configured:

Every new inquiry on that source gets an automatic first reply.
If the customer doesn’t respond, follow-ups run according to your schedule.
Every conversation lands in the Leads inbox where you, and any teammate, can take over or add memos.
Results show up on the Analytics page after a day or two of traffic.

ℹ️

Start with your busiest platform to see immediate impact. You can add more sources any time — billing adjusts automatically.

Questions? Email support@nzleads.com.