ServiceFlow Pro Docs
Marketing & Website

Leads, Campaigns & Intake

Leads, nurture view, marketing campaigns, and intake.
6 min read

Leads, Campaigns & Intake

Overview

ServiceFlow connects leads, campaigns, intake flows, and lead-source integrations so you can capture prospects and follow up inside your CRM workflow. It is a practical hub for field-service sales—not a full replacement for every standalone email marketing platform.

How to access

FeaturePath
Leads listLeads (/leads)
Nurture viewLeads → Nurture View (when enabled)
Marketing campaignsSettings → Marketing Campaigns (/settings/marketing-campaigns)
Intake flowsSettings → Intake Flows (/settings/intake-flows)
Run intakeIntake (/intake)
Email templatesSettings → Email Templates
IntegrationsSettings → Integrations

What you can do today

  • Capture and manage leads in a searchable list with status and assignment.
  • Use Nurture View when the lead-nurturing integration is enabled.
  • Configure marketing campaigns tied to lead sources and messaging rules (as set up in your account).
  • Build intake flows for structured phone/walk-in capture into lead or customer records.
  • Reuse email templates for estimates, invoices, campaigns, and follow-ups.
  • Connect lead sources (e.g. Angi, Google Ads) under Integrations—see dedicated setup guides.
  • Open the external Marketing Portal for full email campaigns when provisioned (see Marketing Portal).

Prerequisites

  • Leads permissions for sales/office staff.
  • Admin access for campaigns, intake, and integrations.
  • For Nurture View: lead-nurturing integration enabled under Settings → Integrations.
  • For Marketing Portal: workspace provisioned by admin.

Step-by-step

Work the leads list

  1. Leads → search, filter, open a record.
  2. Update status, assign owner, add notes.
  3. Convert to customer or link to estimate when ready.

Use nurture view

  1. Confirm Settings → Integrations has lead nurturing enabled.
  2. Leads → switch to Nurture View.
  3. Track staged follow-up for leads in active sequences.

Configure a marketing campaign

  1. Settings → Marketing Campaigns.
  2. Create or edit a campaign.
  3. Tie to lead sources/triggers per your account rules.
  4. Save.

Run intake on a call

  1. Intake (/intake) or start from a linked menu item.
  2. Select the intake flow configured for that scenario.
  3. Complete questions—answers land on lead/customer records.

Connect a lead source

  1. Settings → Integrations → enable Angi or Google Ads (see /docs/angi-setup and /docs/google-ads-setup).
  2. New leads appear in Leads for assignment.

Current limitations

  • Automation depth depends on which integrations your admin enabled—not every drip scenario is native.
  • Complex multi-branch nurture logic may still pair with Marketing Portal or external ESP tools.
  • SMS campaign blasting at marketing scale is limited compared to dedicated SMS platforms; transactional SMS uses Twilio & Telnyx.
  • Campaign analytics are basic compared to HubSpot/Mailchimp-class products.

Roadmap

  • Unified campaign performance on the dashboard.
  • Tighter SMS nurture sequences in-app.
  • One-click convert lead → estimate with intake answers pre-filled.

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