Getting Started

Getting Started with Ledly

Welcome to Ledly! This guide will help you set up your account and start managing leads effectively.

What is Ledly?

Ledly is a lead management platform designed specifically for higher education institutions. It helps you:

  • Capture leads from multiple sources (web forms, vendors, APIs)
  • Validate and enrich lead data automatically
  • Route leads to the right programs and representatives
  • Sync with your CRM (Salesforce, HubSpot, and more)
  • Track attribution and measure marketing ROI

Quick Setup Checklist

  1. Create your account at app.ledly.io
  2. Set up your programs - Define the programs you want to track leads for
  3. Configure lead sources - Set up webhooks or API integrations
  4. Connect your CRM - Sync leads to Salesforce or other CRMs
  5. Invite your team - Add users and set permissions

Next Steps

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