Lead Source Integrations

Your best leads come from the platforms where customers are already searching — Meta (Facebook) ads, Angi, Thumbtack, and Google. The challenge is speed: a high-intent lead goes cold fast, and whoever answers first usually wins the job. Connecting your lead sources to UpSmith closes that gap — every new lead is delivered to UpSmith and answered by your AI agent (Lenny) within minutes, any hour, instead of waiting on a callback.

How it works. Once a source is connected and its campaign is on, Lenny reaches out right away to qualify the lead and move it toward a booked appointment, and the conversation and outcome are written back into ServiceTitan so your team works from one place.

Set Lenny up first

Lenny is the agent that answers new leads, and he answers them for every source. There is no separate agent to pick per source — connecting a source points it at the Lenny you already have. You'll find him under Agents, and he needs two things: to be active, and to have a channel linked to him.

Do this before you connect anything, because most sources won't let you connect without him:

• Angi, Yelp, Thumbtack, Meta and Google Local Services Ads stop you at Connect. You get a dialog instead: "Assign a lead responder first — No active Lenny agent is set up to answer new leads. Connecting this source now would drop every lead it brings in. Set up Lenny in Agents, then connect."

• If Lenny exists but has no channel, the dialog reads "Your lead responder has no channel" instead. Add a channel to him and try again.

• Zapier and Modernize let you connect without him, then stop you at Activate — "Lenny must be set up to answer leads before you can activate Zapier."

The only place you're ever asked to choose an agent is the Google Local Services Ads card, the first time you connect an account. That choice sets your lead responder for everything.

Nothing sends until the campaign is on

Each source gets its own campaign, and a new one starts paused. Leads still arrive and are recorded — nobody is texted. That's deliberate, so you can check the first few before anything goes out.

How it goes live depends on the source:

• Google Local Services Ads — you do it yourself. There's a Live switch on the card: "When on, Lenny responds to incoming LSA leads. Turn off to pause." It runs a setup check first and can refuse; if it does, email us.

• Zapier and Modernize — nothing extra to do. Clicking Activate on the card turns the campaign on for you.

• Angi, Yelp, Thumbtack, Meta, Web Embed and Booking Form — email support@upsmith.com once you're connected and we'll switch it on and watch the first few conversations with you.

There's one blunt way to do it yourself: Resume sends on Lenny's page under Agents turns on every campaign Lenny runs at once, not just the new one. Useful if that's genuinely what you want, and worth knowing about before you press it.

Leads arriving but nobody answering is almost always this. If a source is connected and quiet, the campaign is paused.

Available integrations

Each platform has its own short setup guide:

• Angi Leads — Your agent texts every Angi lead the moment it arrives.

• Booking Form — Keep your own website form. Its submissions become leads your agent texts back.

• Google Local Services Ads — Answer LSA leads automatically, and query your Google spend next to booked revenue in Ask Jenny.

• Meta Ads — Answer Facebook lead forms, and see which ad each lead clicked.

• Modernize — Your agent texts every Modernize lead as it arrives.

• Thumbtack — Your agent replies inside the Thumbtack thread, and steps back when your team does.

• Web Embed — A button on every page that takes a visitor's number and texts them right back.

• Yelp — Answer Yelp leads in the thread within moments, and protect your response rate.

• Zapier — Feed leads in from any tool you already use, and your agent follows up.

Most connect in a few minutes and you do them yourself. See each guide for the exact steps, what you'll need, and how to confirm leads are flowing. If a connection shows amber or red on your Integrations page, see What the Status Badges on Your Integrations Page Mean.

Connecting a phone system — RingCentral, GoTo Connect or Dialpad — brings in call data rather than leads; those guides live under Calls, starting with Call Analysis.