Getting your leads in

Beverly can only work a lead that reaches Beverly. There are several doors in, and they are not all equally open yet.

Live, with limitsWorking today, with the limits named on this page. Typing a lead in, spreadsheets, webhooks, forwarded lead alerts, a Beverly hosted page and a documented API all work today, as do direct connections to a set of CRMs that use an API key. The big name CRMs that use a sign in button are not connectable yet, and this page says which.

The fastest thing you can do on your first day is point one real source of leads at Beverly and watch what happens to the next one that arrives.

Every way a lead can reach Beverly
Door	How it works	Where it stands
Type one in, or paste a spreadsheet	Paste or upload a file and Beverly works out which column is which, showing you the mapping before anything is imported.	Live
A webhook from anything	Beverly gives you a URL. Anything that can send a web request can send a lead, including your own site and most form builders.	Live
A Beverly hosted page	A link you can put anywhere. A seller asks what their home is worth, answers a few questions, and becomes a lead with their address attached.	Live
Forwarded lead alerts	Forward or copy the lead notification emails you already get to your Beverly address. Beverly reads the name, the phone number and the source out of them.	Live
A direct CRM connection using an API key	Paste a key from your CRM and leads flow through. This covers a number of systems including BoldTrail, Sierra Interactive and Brivity.	Live
The API	A documented endpoint and a key of your own, for anything you or your developer wants to wire up.	Live. Keys are issued by us rather than self serve
A sign in button for the big name CRMs	Our side is built. The vendor side needs approvals we have not finished, so the button records your interest instead of failing at their end.	Not connectable yet
Zapier	The app is built and with Zapier for review. It is not in their directory yet.	Not connectable yet

About your CRMThe goal is not to move your business into Beverly. Most agents will keep running their pipeline where they run it now, and Beverly should push what happened back into it. Where that connection does not exist yet, we would rather say so than ship a button that fails quietly.

There is no website widgetWe do not have a snippet you drop into your own site to capture leads. What we have is the webhook and the hosted page above, which cover the same ground with more setup and less magic.

Walkthrough coming

Pointing a real lead source at Beverly

From nothing connected to a live lead being answered, without touching a settings page twice. Planned length: 2 minutes. We would rather leave the space marked than fill it with something staged, so this is a slot and not a video yet.

Checked against the product on 29 August 2026. What the labels mean

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