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Documentation Index

Fetch the complete documentation index at: https://docs.automationkit.ai/llms.txt

Use this file to discover all available pages before exploring further.

Once your SMS verification is approved, the last step is connecting your lead source. New leads will start flowing in automatically from there.
Video walkthrough coming soon - we’ll walk through Goat Leads setup step by step.
Goat Leads integrates directly with your system. When you purchase leads, they drop into your CRM automatically - no manual importing needed. Follow the setup instructions provided by your admin to connect your Goat Leads account.

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Option B - Alternative Provider

If you’re using a different lead source, share your lead spreadsheet with us and we’ll handle the import. To set this up:
  1. Share your lead spreadsheet with anthony@automationkit.ai (give Editor access)
  2. In the sharing note, include your name and your Location ID (found in your onboarding dashboard)
  3. We’ll confirm once the import is done
Make sure the spreadsheet includes first name, last name, phone number, and state at minimum.
Once your lead source is connected, mark this step complete in your onboarding dashboard and you’re live.

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Importing Aged Leads

If you’re purchasing aged leads, you’ll import them directly into your CRM via CSV rather than connecting a lead source. See Importing Leads for step-by-step instructions.