Frequently asked questions

Free tracks Contact Form 7, WPForms, Fluent Forms, Ninja Forms, Elementor Pro Forms, Divi Contact Form, and Beaver Builder Contact Form with no connection limit, plus unlimited native [lead_ledger_form] shortcodes. Gravity Forms and additional Pro features are available in Lead Ledger Pro.

Lead Ledger tracks click-to-call (tel:) links on your site — every time someone taps or clicks your phone number. It does not provision dynamic numbers like CallRail.

No. Page view collection is off by default and requires an admin opt-in from Settings or the setup wizard. Disclose tracking in your privacy policy if you enable it.

Free includes unlimited supported form connections, unlimited native shortcode forms, 1 email alert, spam and vendor detection, 90-day lead history, per-lead JSON export, 30-day dashboard chart, traffic funnel when page views are enabled, top 5 pages/sources, and community support on WordPress.org. Pro unlocks Gravity Forms, SMS, partial capture, classified attribution, leak fix loop, Action Brief, scheduled job dates, CSV/PDF exports, cloud archive, workflow, and more.

Lead Ledger Pro starts at $69.00 per year for 1 site, with 3-site and unlimited plans available. Annual billing only — usually less than one missed job for a local service business.

Lead records stay in your WordPress database by default. Pro upgrade and licensing use wplocalliftledger.com. Optional Pro integrations you configure yourself include Twilio SMS, Slack/webhooks, and CSV uploads to your Google Drive or Dropbox account via cloud archive.

Email gets lost. Lead Ledger logs every lead, shows trends, and alerts you — and Pro recovers leads who started a form but didn’t finish.

No. Lead Ledger answers a simpler question first: is my website generating leads? Pro adds light status workflow (New → Contacted → Scheduled → Won → Lost), scheduled job dates, notes, and follow-up reminders — not a full sales CRM.

Yes. Lead Ledger tracks native Divi Contact Form and Beaver Builder Contact Form modules (Beaver Builder premium — not BB Lite) on the free plan with no connection limit.

A follow-up reminder means “remind me to chase this lead.” A scheduled job date (Pro) means the customer agreed to a visit — set status Scheduled and a date, then filter today or this week from the leads list and dashboard.

Pro prioritizes leaks by impact, shows estimated opportunity when you set average job value, lets you Track my fix or dismiss issues, and displays Recent wins when a page improves — so you know what to fix first and whether changes worked.

A Pro panel on the dashboard that lists what to do first: unanswered SLA leads, overdue follow-ups, top leaks, jobs scheduled today or this week, and recent wins — in plain English, not charts only.

Pro supports up to 3 HTTPS webhook endpoints (Slack and/or generic). Add a Zapier Catch Hook URL under Lead Ledger → Settings → Pro → Slack & webhooks. Events include lead_created (new form or phone click) and status_updated (status, outcome, revenue, follow-up, or scheduled date changes). Spam-quality leads are saved but not sent to webhooks. There is no built-in Jobber or HubSpot sync — use your CRM’s webhook or Zapier.

Purchase at wplocalliftledger.com, install the Pro add-on on the same site as the free plugin, then go to Lead Ledger → Settings → License. Enter your LLLED- license key and activate. Deactivate the license on the old domain before moving to a new one. If the license server is temporarily unreachable, a 72-hour grace period applies after your last successful check.

Pro only. Create a Twilio account, buy a phone number, and copy your Account SID and Auth Token. In Lead Ledger → Settings → Pro → SMS alerts, paste those credentials, set your owner mobile number, and save. SMS is for owner alerts only — not two-way texting to leads. Includes quiet hours, templates for form/call/partial events, and a 200 messages/month cap.

Pro captures email or phone on native Lead Ledger forms when a visitor blurs a field, switches tabs, or closes the page before clicking Submit. Requires the privacy consent checkbox on the form. Duplicates within five minutes are suppressed. Free shows a count teaser only; Pro shows full contact details in the dashboard and can alert you by email or SMS.

Lead Ledger auto-scores every form submission and phone click as lead, suspicious (possible vendor pitch), or spam — separate from sales status (New, Contacted, Won, etc.). It looks for vendor pitch phrases (SEO, backlink, digital marketing, guest post, and similar), URLs in the message, and messages with no local service intent. A phone number, city/ZIP, or service type lowers the score. Configure under Lead Ledger → Settings → General → Spam & lead quality. Free includes auto detection and default phrases; Pro adds strict/balanced/relaxed sensitivity and custom block phrases.

Suspicious submissions are saved and still trigger an instant alert — the email subject includes “Review — possible vendor pitch” so you can check before following up. Spam and vendor pitches are also saved for your records, but instant email, SMS, and webhooks are silenced so your phone does not buzz for SEO sales emails. Spam is hidden from dashboard and digest counts by default. Use Leads → filters (All · Leads · Suspicious · Spam) to review quarantined entries.

Open the lead in Lead Ledger → Leads and scroll to Spam & vendor detection. Click Mark not spam to restore it as a real lead — you can optionally resend the instant alert. If you get repeated false positives, turn detection to Relaxed (Pro) or remove overly broad custom block phrases. If vendor pitches slip through, add phrases under Settings → General → Spam & lead quality (Pro) or mark them spam manually. Pro also supports bulk Mark not spam and Delete selected (spam purge) from the leads list.

Free shows raw referrer domains (for example google.com). Pro labels sources automatically — Google Ads, Google Organic, Google Business Profile, Facebook, Instagram, Direct, Referral, and more — and stores UTM parameters plus click IDs (gclid, fbclid, msclkid). You also get landing page vs converting page and a first-touch/last-touch toggle for reports and exports.

The Leak Report requires page-view collection to be enabled under Settings or the setup wizard — it compares views to form submissions and phone clicks. Free shows only how many potential leaks were detected. Pro opens the full report at Lead Ledger → Leak Report with fix suggestions, impact scores, and Track my fix. New Pro installs get a first leak scan when setup completes or page views are turned on.

Pro supports up to 5 instant alert email addresses and up to 10 routing rules. Rules match by any detected form ID (including forms not yet connected), tel: phone clicks, or native service type. First match wins. Use this to send emergency-service leads to one inbox and estimates to another.

Pro can upload CSV snapshot files to your Google Drive or Dropbox — same columns as Leads → Export CSV. Triggers include weekly full snapshots (Sunday 6:30 AM site time), pre-purge uploads before retention deletes old leads, and a manual Archive now button. This is scheduled file upload, not live Google Sheets sync.

Go to Lead Ledger → Settings → Pro → Cloud lead archive. Enable uploads, choose Google Drive, and in Google Cloud Console create an OAuth client ID (Web application). Add the redirect URI shown in Lead Ledger settings. Paste Client ID and Client secret, save, then click Connect Google Drive. Optional: set a Drive folder ID from the URL after /folders/. Click Archive now to test the first upload.

Go to Lead Ledger → Settings → Pro → Cloud lead archive. Enable uploads, choose Dropbox, and in the Dropbox App Console create an app with Scoped access. Enable files.content.write. Full Dropbox access is recommended so you can set any folder path. Copy App key and App secret into Lead Ledger, add the redirect URI from settings, save, then click Connect Dropbox. Default folder path is /Lead Ledger. Use Archive now to verify.

Common fixes: (1) Redirect URI mismatch — copy the exact URI from Lead Ledger settings into Google or Dropbox with no extra slashes. (2) Connect after save — enter OAuth credentials, save settings, then click Connect. (3) Revoked access — reconnect if you changed Client ID/secret or removed the app in Google/Dropbox. (4) Wrong folder — verify Drive folder ID or Dropbox path exists. (5) Upload errors — check Last error in settings, confirm WordPress cron runs, and try Archive now. See the Cloud archive section in our docs for the full checklist.

No live Sheets sync. Pro can upload CSV files to Google Drive or Dropbox on a schedule (cloud archive), and you can bulk-export CSV from the Leads page anytime. For live automation into Sheets or a CRM, use Pro webhooks with Zapier.

Pro only. In Slack, create an Incoming Webhook for your channel and copy the hooks.slack.com URL. In Lead Ledger → Settings → Pro → Slack & webhooks, add a Slack endpoint and paste the URL. New leads post formatted alerts with a View lead link. Slack and generic webhooks share a combined limit of 3 endpoints.

Yes. Lead Ledger Pro includes a bundled Spanish (es_ES) admin translation. Free installs can use community language packs when available.