LeadMarketo Guides

Step 1 — Complete your business profile (5 min)

Go to Settings > Business Profile and fill in your business name, logo, address, time zone, and business hours. These power your booking calendar, message timestamps, and automated business-hours replies — so accuracy matters.

Step 2 — Import your contacts (5 min)

Under Contacts > Import, upload a CSV from your old CRM, phone, or spreadsheet. LeadMarketo maps columns automatically; review the mapping and confirm. Existing conversations and deals can be tagged for easy segmentation later.
GDPR note: only import contacts you have a lawful basis to communicate with.

Step 3 — Connect your first channels (10 min)

Head to Settings > Integrations and connect Facebook, Instagram, and Google Business Profile with a few clicks (you'll authenticate with each platform). Then install the website chat widget by copying one code snippet into your site — or send the snippet to your web person.

Step 4 — Say hello to your Smart Inbox (5 min)

Open Conversations. Every connected channel now flows in here. Send yourself a test message from your website chat and watch it appear. Practice assigning it, adding an internal note, and replying.

Step 5 — Turn on your first automation (5 min)

Go to Automation > Workflows and enable the "Instant First Reply" template: every new inquiry gets an immediate acknowledgment. Customize the message to your tone, activate — done. You now respond faster than most of your competitors.

Facebook & Instagram

1. Go to Settings > Integrations > Facebook/Instagram.
2. Log in with the account that has admin access to your Facebook Page.
3. Grant messaging permissions and select the Page(s) to connect.
4. Instagram requires a Business/Creator account linked to that Facebook Page.

Once connected, DMs, comments, and story replies route to your inbox — replies you send appear natively in Messenger/Instagram.

Google Business Profile

Connect under Settings > Integrations > Google. This brings Google chat messages into the inbox and unlocks review management: new reviews appear in your dashboard, and you can reply directly (with AI drafting if you like).

SMS

SMS is built into LeadMarketo — no third-party account needed. Choose or port your number under Settings > Phone Numbers, verify your business details (required by carriers), and you're live. This also enables missed call text-back: switch it on under Automation and set your message.

WhatsApp Business (Pro and Scale plans)

1. Go to Settings > Integrations > WhatsApp.
2. Connect via the WhatsApp Business API — you'll need a Facebook Business Manager and a phone number not tied to a personal WhatsApp app.
3. Follow the guided verification flow (usually approved quickly).
4. Once live, WhatsApp joins your unified inbox and becomes available in campaigns and automations.

Website Live Chat

Copy the widget snippet from Settings > Chat Widget into your site's footer (works with WordPress, Shopify, Wix, and custom sites). Customize colors, greeting, and AI behavior. Visitors chatting on your site now appear in the same inbox as everything else.

The anatomy of a workflow

• Trigger — what starts it (form submitted, message received, missed call, pipeline stage changed, appointment booked…)
• Actions — what happens (send SMS/email/WhatsApp, wait, add a tag, create a task, move a deal, notify your team…)
• Conditions — optional branching (if they replied, stop; if not, continue)

Build: the 3-touch follow-up

1. Go to Automation > Workflows > New Workflow and pick a blank canvas (or start from the "Lead Nurture" template).
2. Trigger: "Form Submitted" — select your contact/quote form.
3. Action 1: Send SMS — "Hi {{contact.first_name}}, thanks for reaching out to [Business]! What's the best time for a quick call?"
4. Action 2: Wait 2 days. Condition: has the contact replied? If yes → end workflow. If no → continue.
5. Action 3: Send email — answer your most common objection and include a customer review.
6. Action 4: Wait 3 days, same reply-check, then send the final nudge with your booking link: "Want to grab a time directly? Book here: {{booking_link}}"
7. Action 5: Notify yourself — a task to follow up personally with anyone who never replied.

Before you activate

• Test it on yourself. Add your own contact through the form and watch each step fire.
• Check the reply-stop. Nothing feels worse for a customer than automated messages continuing after they've answered.
• Mind quiet hours. Set sending windows so nobody gets an SMS at 3am.

Step 1 — Create your calendar

Go to Calendars > New Calendar. Choose the type (one-on-one appointments, group events, or round-robin if several team members take bookings). Name it what customers will see: "Free 20-min Consultation", "Site Visit", "Service Appointment".

Step 2 — Set availability & buffers

Define your bookable hours, appointment length, and buffer time between bookings (travel time matters for field businesses). Set a minimum notice period — e.g. no bookings less than 4 hours ahead — and a maximum of how far out people can book.

Step 3 — Sync your existing calendar

Connect Google, Outlook, or iCloud under Settings > Calendar Sync. Two-way sync means personal events block your availability automatically, and LeadMarketo bookings appear in your normal calendar. No double bookings, ever.

Step 4 — Share your booking link everywhere

Your calendar generates a booking link. Put it in your email signature, Instagram bio, Google Business Profile, chat auto-replies, and follow-up workflows. You can also embed the booking widget directly on your website.

Step 5 — Automate confirmations & reminders

Enable the reminder workflow: instant confirmation on booking, reminder 24 hours before, reminder 2 hours before (SMS + email). Add a no-show branch: if an appointment is marked missed, send "Sorry we missed you — want to rebook?" with the link.

Step 6 — Optional: take payment at booking

On paid consultations or to reduce no-shows further, require a deposit or full payment at booking via your connected payment provider (Stripe/PayPal).