Leads
When someone fills in a contact or enquiry form on your website, it arrives as a lead. Joomni scores each one with AI, so you know who to call first.
In the dashboard:Sales & Marketing › LeadsPlan:All plans, both business types
How leads arrive
Add a contact form to your site
In the page builder, add a Contact Form or Modern Contact Form section to any page, such as Contact, Services or your homepage.A visitor submits it
The lead appears in Sales & Marketing › Leads right away, and your store's contact email gets a notification with a link to it.AI reads it
Joomni analyses the message and gives it an AI Lead Score (0–100), an intent label and a short summary.
The Leads page
| Figure | Meaning |
|---|---|
| New Inquiries | Leads nobody has handled yet. |
| High Intent | Leads the AI thinks are ready to buy or book. |
| Qualified | Leads you’ve marked as real opportunities. |
| Conv. Rate | The share of leads you’ve converted. |
Search by name or email and filter by status. Leads marked High Intent carry a flame icon, so they stand out in the list.
Intent labels
| Label | Meaning |
|---|---|
| High Intent | Asking about price, availability or booking. Reply quickly. |
| Support | An existing customer who needs help rather than a sale. |
| Spam | Junk or automated submissions you can ignore or delete. |
Working a lead
Open a lead to see the Inquiry Message, all Form Submission Data, the AI score and summary, and context: the Source page, Referrer and IP address. Then move it through the pipeline:
| Status | Use it when |
|---|---|
| New Lead | It has just arrived. |
| Contacted | You’ve replied or called. |
| Qualified | It’s a real opportunity (Mark Qualified). |
| Converted | They became a customer or client. |
| Lost | It didn’t work out (Mark Lost). |
Speed wins
The first business to reply usually wins the job. Joomni also sends a daily reminder about new leads that have gone untouched for 48 hours.
Agencies and freelancers
With the Client Projects extension, add converted leads as clients and track their work on a project board.
CRM Integration & Outbound Webhooks
If your sales team works out of HubSpot, Salesforce, Zoho, or uses Zapier/Make to push notifications into Slack:
- Instant Webhook Notifications: Under Settings › API & Webhooks, subscribe to the
leads/createorleads/updatedwebhook topics. Your external webhook endpoint receives an HMAC-signed JSON payload the instant a visitor submits an inquiry or when its status changes. - Public REST API (/api/v1/leads): Query inquiries programmatically or ingest leads from external marketing channels using your secret API key with the
leads:readandleads:writescopes. See the REST API documentation for request specs and cURL examples. - AI Assistant Queries: Connected Claude or ChatGPT assistants can also summarize new inquiries, flag high-intent opportunities, or draft follow-up proposals directly.