Can each source go to different reps?

Yes. Each source has its own representative assignment rule.

Multi-Source Capture

Five Lead Sources. One Pipeline.

Meta Ads, IndiaMART, your website, manual phone entry and Excel files all feed the same Lead Center. Each source is tagged and can have its own assignment rule.

Per sourceAssignment

On every leadSource tag

One Lead CenterPipeline

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Live product, running today Hinglish-ready Your call audio stays on your Drive

Lead Center with Meta, IndiaMART, Website, Manual and Excel source cards — Five connected sources, each with its own count and its own assignment rule.

Works with Google Drive· Meta Lead Ads· Instagram· WhatsApp Cloud API· IndiaMART· Marg ERP 9+· Busy· Excel

What is multi-source lead capture?

Multi-source lead capture in Allota AI connects five channels, Meta, IndiaMART, Website, Manual and Excel, into one pipeline. Every lead keeps its source tag, and each source can auto-assign to specific employees so every enquiry has an owner immediately.

5Connected sources

How it works

Watch Multi-Source Capture work.

Connect a source

Meta, IndiaMART, website, manual or Excel.

Leads arrive tagged

Every lead keeps where it came from.

Rules assign owners

Choose which employees receive which source.

Compare channels

See which source brings real buyers.

Who it is for

One module, three people who benefit.

For Sales heads

Compare which source brings real buyers.

For Employees & telecallers

Leads arrive already assigned to you.

For Founders & admins

Five channels, no separate inboxes to check.

The problem

Every channel has its own inbox

Meta forms go to one person, IndiaMART alerts to a phone, expo sheets sit in Downloads and walk-ins are written on paper.

Scattered inboxes

No one owns the whole list, so leads are worked twice or not at all.

No source comparison

Without a source tag you cannot tell which channel gives real buyers.

Slow first contact

Leads wait until someone compiles the list.

Sources

The five connected sources

Meta Lead Ads and Instagram forms, IndiaMART buyer enquiries, website forms, manual entry for phone and walk-in leads, and bulk Excel or CSV import. All arrive in the Lead Center tagged with their source.

Meta Ads
IndiaMART
Website forms
Manual entry
Excel / CSV import

allota.in/admin/leads

Lead Sources & Auto-Assignment

Source	Status	Inquiries	Auto-assignment
MetaFacebook & Instagram forms	● Connected	23	Assign employees
IndiaMARTBuyer enquiries, PCD intent	● Connected	27	1 employee assigned
WebsiteLanding page & contact forms	● Connected	22	Assign employees
ManualPhone, referral, walk-in	● Connected	57	Assign employees
ExcelDirectory & expo uploads	● Connected	3	Duplicate protection

Lead Sources & Auto-Assignment — five connected channels, each routing to named employees.

Assignment

Per-source auto-assignment

Choose which employees receive which source. IndiaMART enquiries can go to one team and Meta leads to another, so every lead has an owner the moment it arrives.

Rules per source
Every lead has an owner immediately
Reassign later with a full log

See this running on your own numbers

Twenty minutes, screen shared. We open a real call brief and walk the workspace — no slide deck.

Book a Demo See pricing

Compared

Multi-source capture vs separate inboxes

	Separate inboxes	Spreadsheet	Allota AI
One list of all leads	No	Manual	Yes
Source tag	Sometimes	If typed	Automatic
Auto-assign	No	No	Per source
Duplicates	Common	Common	Phone de-duplication on import

At a glance

Multi-source capture — specification

Sources	Meta · IndiaMART · Website · Manual · Excel
Assignment	Per source, per employee
Source tag	Kept on every lead
Divisions	PCD Franchise · Third-Party Manufacturing

What changes

What changes with one pipeline

Know what works

Compare sources and spend time where buyers come from.

Faster first call

Every lead is assigned on arrival.

Cleaner data

One list, one owner per lead.

Under3 secfrom finished call to brief

Connects5lead sources, one pipeline

Imports5,000+records per upload

Stores0call audio on our servers

Last updated 2026-10-19

More resources

Questions

Frequently asked questions

Which sources can I connect?

Meta Ads, IndiaMART, your website, manual entry and Excel or CSV import.

Can each source go to different employees?

Yes. Each source has its own employee assignment rule.

Keep exploring

Where to next

Next moduleLead Center →Where every lead lands. RelatedBulk Excel Import →Load a whole lead sheet at once. GuideIndiaMART leads to CRM →A step-by-step process.

Get a callback

Want this running for your team?

Tell us your business name and a number. We will call you back, usually the same working day, and show Allota AI on a real call brief.

20-minute demo on your own scenario
Hinglish call summaries, lead classification, follow-ups
No obligation. Pricing is quoted only if you ask

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