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Learn HemLead

Short videos, one to two minutes each. Set up HemLead, then learn leads, routing, pipeline, alerts, lead sources, products and invoices.

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Getting started
Log in, connect Facebook in a few clicks, see new leads arrive, map your stages to Meta CAPI and work your pipeline.
Meta CAPI
Continue with Facebook, pick your Pages and lead forms, then map each pipeline stage to a Meta event so Facebook learns which leads buy.
Leads
Open a lead, give it an owner, call or WhatsApp in one tap, save a note, tag it hot and move it from New to Contacted.
Pipeline
Drag leads from stage to stage, filter by owner, tag, product, value or date, save the view, and see it all on the dashboard.
Pipeline
Rename a stage, add one like "Site Visit Booked", reorder them, choose which count as Won or Lost, and see the new stage on your board.
Custom fields
Create your own fields like Budget Range, Possession By or Home Loan Needed, fill them on a lead, and filter your leads by them.
Lead routing
Create a rule like "Meta leads above ₹40L go to Kshitij", set who gets the rest, and new leads are assigned the moment they arrive.
Follow-up
Add a task or schedule a call or site visit from any lead, tick tasks off, and see every meeting on your calendar.
Alerts
See new-lead notifications in HemLead, connect a sending email once, and choose which alerts your team gets by email.
Google Sheets
Connect a sheet, paste the script in Apps Script, map your columns once, and every new row becomes a lead within a minute.
Website forms
Add your website, copy your private link into the form's Webhook, and every website enquiry lands in HemLead with its answers.
Website forms
Build a form in HemLead, choose where each answer is saved, style it with a live preview, embed it on your site, and every submission becomes a lead.
Products
Add a product with several prices, GST and HSN, then add it to a lead and the deal value fills in by itself.
Invoices
Set your logo, bank details and numbering once, then create a GST tax invoice from a lead, preview it and download the PDF.

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Integrations
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