Pipeline Sources: choose who enters automatically and where

⏳ Coming soon. This feature is arriving soon in Madyis Hub — here's how it will work. 📍 Where to find it: Pipeline & contacts → Pipeline → "Sources" button

The "Sources" decide which channels and which entries (website, WhatsApp, email, Google Sheet, API/integrations…) automatically add a new lead to the Pipeline, and which stage it lands in.

How it works

For each inbox (channel) and for the global origins (Google Sheet import, API/integrations), you turn automatic adding on or off and choose the entry stage. A rule never moves a lead that is already classified: it only applies to new entries, in real time. As long as no rule is set, any identified contact arrives by default in the first stage.

Step by step

1. Open "Pipeline & contacts → Pipeline" (admin).
2. Click the "Sources" button at the top right.
3. Under "Channels", tick the inboxes that should feed the Pipeline and choose their entry stage.
4. Under "Imports & integrations", enable Google Sheet and/or API as needed, with their stage.
5. Untick a source so it no longer adds leads automatically.
6. Click "Save".

Good to know

• If you untick EVERYTHING, a warning appears: your Pipeline will become 100% manual (you add the leads yourself).
• The rules only affect new contacts; your current cards don't move.
• To choose the destination stage per import source, see also "Data sync".