Skip to main content

How leads get into WorkZen: every source

All plansBeginner4 minutesUpdated August 8, 2026

Leads reach WorkZen six ways: the website widget's contact form, online booking requests, WordPress form plugins via the connector, phone calls answered by your AI receptionist, manual entry, and CSV import. Every source lands in the same shared queue, ready to claim.

The pitch is simple: it should be impossible for a potential customer to slip past you. WorkZen captures leads from every direction your business is found, and lands them all in one shared queue.

Website widget Online booking WordPress forms Calls + AI receptionist Manual entry CSV import Lead queue one shared inbox Claim Client converted

The six sources

SourceHow it worksSet it up
Website widgetThe floating button's contact form on your site; submissions arrive as leadsInstall the widget
Online bookingVisitors book a time slot through the widget's scheduler; arrives as a lead plus a booking request on your dashboardBooking rules, handling requests
WordPress formsThe WorkZen connector plugin captures submissions from the form plugins you already run (Contact Form 7, WPForms, Elementor, and more)Set up the connector
Calls + AI receptionistYour AI receptionist answers, qualifies the caller, and creates the lead with a call summary, urgency, and transcriptRequires a ZenPhone number
Manual entryReferral at the supermarket, napkin note, walk-in: type it in 30 secondsNothing to set up
CSV importMigrating from another system: upload your lead listNothing to set up

Every lead carries its source automatically, so your source reports tell you where customers actually come from, not where you assume they do.

After they land

All six sources feed the same queue, and from there the flow is identical: someone claims the lead, works it (a follow-up reminder helps), sends an estimate if quoting, and converts to a client when they say yes.

Tip

Turn on lead response alerting (ZenGrow and higher) and WorkZen tracks how fast each lead gets claimed, with escalating severity when the queue sits. Speed to first contact is the single biggest lever on close rate. Configure thresholds in Lead Settings.

Frequently Asked Questions

Every lead carries its source, the widget, booking, the form plugin, "AI Assistant" for receptionist-captured calls, "Manual Entry", or "import". Source reporting stays accurate because the source is stamped at capture, not typed by hand.
Yes, one queue, one lead shape. Booking requests additionally carry the requested time and appear on your dashboard for accept or decline; AI receptionist leads carry a call summary, urgency, and the transcript.
The website widget, WordPress connector, manual entry, and CSV import work on every plan. The AI receptionist is its own subscription on top of a ZenPhone plan.
Manual entry checks for duplicates as you type, imports skip rows whose email already belongs to a lead, and AI-captured leads auto-merge with existing duplicates.

This article answers:

  • Where do WorkZen leads come from?
  • How do I capture leads from my website?
  • Can WorkZen capture leads from phone calls?
  • How do I know where a lead came from?

Related articles

How to add the lead widget to your websitePut a floating contact, booking, and WhatsApp button on your website that turns visitors into WorkZen leads, no developer required.3 min readCapture WordPress form leads in WorkZenInstall the WorkZen Connector plugin and every Contact Form 7, WPForms, Elementor, or Gravity Forms submission lands in WorkZen as a lead.2 min readHow To Claim And Manage A Lead in WorkZenThree reps chasing the same lead while three others rot in the queue? Here's how to claim and manage leads in WorkZen.Video, 1:33How To Configure The AI Receptionist in WorkZenA receptionist that works 24/7 and never asks for a raise. Here's how to configure the AI Receptionist in WorkZen.Video, 1:34

Still have questions?

Browse the help center, or jump in and see it for yourself. WorkZen is free to get started.

Back to Help Center