● Console settings · Product · Optional
Connected tools
buttons on a won lead.
Optional links to other tools you run for clients. When an address is set, a won lead shows a button that opens it in a new tab, so the next step for a new client is one click away. These are only links: no data is sent to the other tool.
01Fields
| Field | Button on a won lead | What it does |
|---|---|---|
| Website builder address | Build their website | The address of the website builder you use for clients. |
| Phone receptionist address | Set up their phone receptionist | The address of the phone answering service you use for clients. |
The buttons appear in a Next for this client panel on the lead page once the lead's stage is Won (Pipeline). Leave both empty if you do not need them.
02Example
{
"family.websiteBuilderUrl": "https://builder.your-agency.example",
"family.receptionistUrl": ""
}