LeadConnector App Setup & Contact Sync SOP

Overview

The LeadConnector app is a mobile extension of your Pulse REI CRM.
It does not store contacts independently — it only reflects data that already exists inside your CRM.

📌 If your CRM has no contacts yet, the app will also show 0.

Step-by-Step Setup

Step 1: Log In to the Correct Account

1. Open the LeadConnector app

2. Log in using your CRM credentials

3. Ensure you are inside the correct sub-account/location

📌 If you have multiple accounts, contacts will only appear in the selected one.

Step 2: Verify Contacts in Desktop CRM

1. Log in via desktop (browser)

2. Navigate to:

   • Contacts → Smart Lists

✔️ If contacts appear here → proceed to Step 3
❌ If no contacts appear → you need to add/import contacts (Step 4)

Step 3: Refresh Mobile App

• Close and reopen the app

• Or log out and log back in

📌 This ensures the latest data syncs to your device

Step 4: Add a Test Contact (Sync Check)

1. On desktop:

   • Go to Contacts → Add Contact

   • Enter Name + Phone/Email

   • Click Save

2. Open the mobile app and refresh

✔️ If the contact appears → your app is working correctly

How Contacts Are Added to the CRM

Contacts will only appear in the app if they are first created in the CRM through:

Manual Entry

• Adding contacts directly inside the CRM

Lead Capture (Recommended)

• Website forms or funnels

• Landing pages

Importing Contacts

• Upload CSV file into the CRM

Integrations

• Facebook Lead Ads

• Google Contacts

• Automation tools like Zapier

Common Issues & Fixes

Issue: App shows 0 contacts

✔️ Check if contacts exist in desktop CRM
✔️ Confirm correct account/location is selected

Issue: Contacts exist on desktop but not on mobile

✔️ Log out and log back into the app
✔️ Check internet connection
✔️ Ensure app is updated

Issue: Expecting contacts but none appear

✔️ Contacts may not have been imported yet
✔️ Lead capture forms may not be set up
✔️ Integration may not be connected

Best Practices

• Always verify contacts on desktop first

• Add a test contact to confirm sync

• Set up lead capture early to populate contacts automatically

• Use integrations to avoid manual entry

Troubleshooting

If your LeadConnector app is showing 0 contacts, it usually means there are no contacts yet inside your CRM — the app itself doesn’t automatically pull or sync contacts from your phone or other apps.

👉 The mobile app only displays contacts that already exist in your CRM system.

Here’s how to set it up properly:

1. Check your CRM on desktop

   • Go to Contacts

   • If it also shows 0, then everything is working — you just need to add contacts first

2. Add your first contact

   • Go to Contacts → Add Contact

   • Enter name + phone/email → Save
     ✔️ Once added, it should appear in the app
     

3. Refresh your app

   • Log out and log back in, or restart the app

Still have questions? Join the weekly CRM support call or reach out through your REI Pulse support channel.