Guide
Getting Started
Set up LeadPulse in minutes. Follow these steps to connect your channels and start managing leads.
1
Create Your Account
Sign up at leadpul.se with your email address. You'll get 2,000 free credits and access to every feature — no credit card required.
- •Choose a strong password
- •Verify your email address
- •Set up your profile name and organization
2
Connect Your Channels
Link your Google Voice and/or Gmail accounts so you can text and email directly from LeadPulse.
- •Navigate to Accounts in the sidebar
- •Click 'Add Account' and choose your channel type
- •Follow the OAuth authorization prompts
- •Your account will begin syncing automatically
3
Import Your Leads
Bring in your existing leads via CSV, Excel, or vCard file — or add them manually.
- •Go to the Leads module
- •Click Import and upload your file (CSV, Excel, or vCard)
- •Map your file's columns to LeadPulse lead fields
- •Review and confirm the import
4
Send Your First Message
Open a lead or start a new conversation. Type your message and hit send — it's that simple.
- •Click on a lead to open their profile
- •Choose Text or Email from the conversation view
- •Type your message and press Send
- •View delivery status in real time
5
Set Up Campaigns
Create reusable message sequences and launch campaigns to reach multiple leads automatically.
- •Navigate to Campaigns in the sidebar
- •Create a Sequence — a multi-step message flow with text and/or email steps
- •Set timing and delays between steps
- •Create a Campaign, select your sequence, and enroll leads
6
Invite Your Team
Add team users to collaborate on lead management. Assign roles and organize into teams.
- •Go to Settings → Team Users
- •Invite users by email
- •Assign admin, manager, or user roles
- •Create teams to organize your workflow
Ready to get started?
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