Send leads to your team or your CRM
Destinations is where your leads go when your agent is done with them: your Sales pipeline in Cysora, an email to your team, or your own system by webhook or API. One page shows what is connected and what you can add.
On this page
What you need
- An agent with a Next steps step in its sales process (booking, sign-up or payment).
See where leads go today
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Open Destinations
In the sidebar, under Integrations, choose Destinations. Connected lists where your leads go now.
The Destinations page with Sales pipeline and Lead email under Connected, and Email your team, Webhook, API & MCP and Something else? under Add a destination. - 2
Know what is always on
Sales pipeline is built in: every lead who shares an email or phone number is added and linked to their conversation. Open it from Sales pipeline in the sidebar.
Email your team
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Add the address
Under Add a destination, choose Email your team, or choose Change next to Lead email if it is already listed. Enter the inbox that should receive each lead in Send leads to.
The Lead email panel with a Send leads to field and a note that the email has the lead's contact details, the channel, what they submitted and any booked time. - 2
Save
Choose Save and turn on. Saving rebuilds your agent, so the change is live straight away. Each lead who completes that next step is emailed to the address, with their details.
Send leads to your own system
Webhook (Zapier, Make, your CRM) posts each finished lead to a URL you choose. Zapier, Make and most CRMs can receive it. Choosing it opens Webhook delivery, which sends you on with Set up on your Next steps step: the URL and an optional token are set there, because the webhook can carry a secret for your endpoint, and you can send a test from the same place.
API & MCP lets your own tools read leads and conversations with an API key (see the API keys guide).
HubSpot, GoHighLevel, Google Sheets or another CRM are not connected from this page yet. Choose Something else? and tell us, and we will help you connect it.
Check it worked
- After a lead completes a next step, it arrives at the inbox or URL you set, and appears in Sales pipeline.
If it doesn't work
No webhook option is listed.
The agent has no Next steps step yet, so there is nothing to send. Add one in How your agent sells.
Leads are not arriving at the address.
Check the address is saved under Lead email. Only leads who complete that next step are sent.
Related guides
- Follow up leads in Sales pipelineSet each customer's stage, owner and next follow-up, and read their conversation.
- Set up next steps: book, sign up or payChoose what happens when a customer is ready: book a call, fill in a form, or pay.
- Create API keys for developersCreate a secret key with limited access for your own software to call the Cysora REST API.
- Fix a broken integrationUnderstand the red alert in your dashboard and where each problem is fixed.
Still stuck?
Ask Cy in your dashboard, or email us and your account rep will help.