Lead Management
EasyAgentIDX captures leads from your embedded widgets and stores them in your dashboard. Every lead includes the contact information and context data captured at the time of submission.
Where leads appear
All leads are visible at /my/leads in your dashboard. The table is sortable by date, source, and name, and supports text search. Clicking any lead opens a detail panel with the full record and activity history.
Lead data captured
| Field | Description |
|---|---|
| First name | Entered by the visitor |
| Last name | Entered by the visitor |
| Entered by the visitor | |
| Phone | Entered by the visitor (optional based on widget config) |
| Property of interest | Listing address or valuation address that triggered the form |
| Source widget | The widget name and type that generated the lead |
| Submission timestamp | UTC date and time the form was submitted |
Email notifications
Lead notification emails are sent immediately when a new lead is created. Notifications are configured at Settings - Notifications. You can add up to five email addresses to receive notifications. Each address can be toggled independently.
Lead export
To download your leads as a CSV file, navigate to /my/leads and click Export CSV in the toolbar. The export includes all fields listed above. You can filter by date range before exporting to get a subset of records.
CRM routing
Pro and Brokerage plans can route leads automatically to a CRM using webhooks or Zapier. See the Webhooks and Zapier guides for setup instructions.