How to add leads Into your REI Pulse CRM: seller website, lead form, CSV import, and 3rd party leads.

Getting Started| communication| Leads| Contacts & Imports
April 21, 2026•2 min read

🟡 How to add leads Into your REI Pulse CRM: seller website, lead form, CSV import, and 3rd party leads.

Here we cover four ways to get seller leads into REI Pulse. Starting with the built-in seller web form in the Sites section, how to grab the share link and send it to your callers so every submission lands directly in your Acquisitions pipeline as a new lead. It also covers your branded seller website funnel, importing bulk lead lists into the AI Prospector via CSV so sequences fire automatically, and connecting third-party lead sources through pre-built automations and webhooks. If you are just getting started, the web form link is the fastest way to get your first leads flowing in.

How to Get Leads into Your REI Pulse CRM

1. Introduction to Lead Entry Methods 0:00

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  • Overview of methods to get leads into REI Pulse CRM:

    • Seller website

    • Web forms

    • CSV imports

    • Third-party leads

2. Using Web Forms for Lead Entry 0:13

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  • Web forms are a common method for lead entry, especially for cold callers.

  • Steps to use web forms:

    • Go to 'Sites' in your REI Pulse account.

    • Click on 'Forms' and then 'Form Builder'.

    • Locate the 'Seller Website Form'.

    • Share the form link with your team for lead submission.

3. Sharing the Web Form Link 1:40

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  • To find the link to share:

    • Click on 'Integrate' and then 'Share' within the web form.

    • Copy the live link to the web form.

4. Submitting Leads via Web Form 2:02

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  • Team members can fill out the form with:

    • First name

    • Last name

    • Phone number

    • Email address

    • Street address

    • Any additional notes

  • Submitted leads will automatically go into your Acquisitions Pipeline under 'New Leads'.

5. Using the Seller-Branded Website 2:31

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  • You have a seller-branded website that can also capture leads.

  • Steps to use the seller-branded website:

    • Access the seller-branded funnel from 'Sites'.

    • This website is designed for seller engagement and includes a web form.

6. Automations for New Leads 3:43

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  • When a new lead is added via the seller website:

    • Automations will update property addresses and other fields.

    • Leads will be processed in the Acquisitions Pipeline.

7. Importing Leads via AI Prospector 4:04

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  • Use the AI Prospector for bulk lead imports:

    • Ideal for re-engaging old leads.

    • Import process involves mapping fields from your CSV file.

8. Steps for CSV Import 4:39

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  • To import leads:

    • Access the AI Prospector stage.

    • Map out the fields from your CSV file.

    • Click 'Import' to start automated campaigns for the imported leads.

9. Third-Party Integrations 5:32

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  • Integrate with third-party services (e.g., PPC, PPL):

    • Go to 'Automations' and then 'Client Workflows'.

    • Check for pre-built automations or request custom integrations.

10. Conclusion and Next Steps 6:58

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  • Multiple methods are available for lead entry into REI Pulse CRM.

  • Start with the web form for quick setup.

  • For questions or assistance, reach out for support.

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