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Getting Started
New to LeadSites? Start here. These guides walk you through setup in under 60 minutes.
✅ Quick Start Checklist
~45 min totalYour First 24 Hours with LeadSites
Step-by-step walkthrough of everything to set up on day one — from profile to your first live workflow.
Platform Overview Tour (12 min)
Quick video tour of every major feature — dashboard, CRM, booking, automation, and analytics.
Migrating from Another Platform
How to move your contacts, workflows, and website from GoHighLevel, HubSpot, Mailchimp, or any CRM.
Browse by Feature
Deep-dive documentation for every feature in the platform.
Video Tutorials
Watch step-by-step walkthroughs. Each video is under 10 minutes.
Industry Playbooks
Ready-to-follow setup guides tailored to your specific industry.
Home Services Playbook
Missed call text-back, job-based booking, seasonal re-engagement, review requests after service completion.
Healthcare & Dental Playbook
Patient intake forms, no-show reduction, recall reminders, treatment follow-up, reactivation campaigns.
Real Estate Playbook
Zillow integration, long-term nurture drip, open house QR capture, post-closing review + referral.
Beauty & Wellness Playbook
Service menu booking, treatment refresh reminders, VIP loyalty programs, birthday automations.
Restaurant Playbook
Reservation system, review collection, event promotion, loyalty rewards, seasonal campaigns.
Agency Playbook
White-label setup, snapshot templates, client onboarding, scaling to 25+ accounts, pricing strategy.
Billing & Account
Manage your subscription, payment, and account settings.
Plans & Pricing Explained
Starter, Growth, Scale — what’s included in each plan and how to choose.
Upgrading or Downgrading Your Plan
How to switch plans, what happens to your data, and pro-rated billing.
Updating Payment Method
Change your credit card, switch billing email, and download invoices.
SMS & Email Usage & Limits
How SMS credits work, email sending limits, and purchasing additional credits.
Adding Team Members
User roles, permissions, and how to add staff to your account.
Cancelling Your Account
How to cancel, data export, and what happens to your website and contacts.
Developers & Integrations
API documentation, webhooks, and third-party integrations.
API Overview & Authentication
REST API basics, generating API keys, rate limits, and authentication.
Webhooks & Event Triggers
Set up webhooks to send data to external tools on form submissions, pipeline changes, and more.
Zapier & Third-Party Integrations
Connect LeadSites with 5,000+ apps via Zapier — QuickBooks, Slack, Google Sheets, and more.
Facebook & Google Ads Integration
Connect ad accounts, track conversions, and sync lead forms with your CRM.
Google My Business & Analytics
Connect GMB for reviews, link Google Analytics, and set up Tag Manager tracking.
Custom Domain & DNS Setup
Step-by-step DNS configuration for GoDaddy, Namecheap, Cloudflare, and more.
Frequently Asked Questions
How do I reset my password?
Go to the login page and click “Forgot Password.” Enter your email address and we’ll send a reset link. The link expires in 1 hour. If you don’t receive it, check your spam folder or contact support.
Can I import contacts from my old CRM?
Yes. You can import contacts via CSV upload (up to 50,000 at a time), or use our Zapier integration to sync from HubSpot, Salesforce, Follow Up Boss, or any CRM with a Zapier connection. Each contact imports with all custom fields, tags, and notes.
How do SMS credits work?
Each plan includes a monthly SMS allocation. Starter includes 500 SMS/month, Growth includes 2,000, and Scale includes 5,000. Additional credits can be purchased at $0.015 per SMS. International SMS rates vary. You can track usage in Settings → Billing → SMS Usage.
Can I use my existing phone number?
Yes. You can port your existing business phone number to LeadSites (takes 2–4 weeks depending on your carrier), or you can get a new local or toll-free number assigned instantly. During porting, both numbers work simultaneously.
Is there a mobile app?
Yes. The LeadSites mobile app is available for iOS and Android. It includes your dashboard, CRM, unified inbox, calendar, notifications, and the ability to mark jobs complete and trigger automations from the field.
What happens to my data if I cancel?
After cancellation, your account remains accessible in read-only mode for 30 days. During that time, you can export all contacts, emails, and analytics. After 30 days, your data is permanently deleted. Your website will go offline immediately upon cancellation.
Do you offer onboarding help?
Yes. Every new account includes a free 30-minute onboarding call where we set up your account, import contacts, configure your first workflow, and answer questions. Growth and Scale plans include priority onboarding with a dedicated setup specialist.
Still Need Help?
Our support team is here for you. Choose the way that works best.
Live Chat
Talk to a real person. Average response time under 2 minutes during business hours.
Sat · 9 AM – 5 PM EST
Email Support
Send a detailed message. We respond within 4 hours during business hours, 24 hours max.
Phone Support
Available for Growth and Scale plan customers. Talk to our team directly.
Join the LeadSites Community
Connect with 3,400+ business owners. Share strategies, get feedback, and learn from peers who use LeadSites daily.
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