Connecting Your Channels

Where your leads come from

You can connect as many of these as apply to your business — from the Setup screen. Here's exactly what each one needs from you.

WhatsApp Business number

The number your customers already message. Fully white-glove: just type your number in on the Setup screen and our team connects it — nothing technical required on your end.

You'll also set a separate personal WhatsApp number — that one's just for receiving your daily digest and texting in for an on-demand update (see Your Daily Routine). Two different numbers, two different jobs.

Website chat widget

Self-serve — a small code snippet you paste into your own site once. Step by step:

  1. In Settings → Channels, turn on the Website chat toggle — this generates your snippet and a unique widget key.
  2. Copy the snippet shown on that page.
  3. Open your website's HTML — see "Where to paste it, by platform" below.
  4. Paste the snippet right before the closing </body> tag — or into the "Footer" box if your platform doesn't expose raw HTML.
  5. Save and publish your site.
  6. Back in Settings → Channels, enter the domain your site runs on (e.g. yourbusiness.co.za) — the widget stays hidden until this is set, for security.
  7. Visit your live site — a chat bubble should appear in the corner. Send yourself a test message to confirm it's working.

Where to paste it, by platform:

  • WordPress — WordPress has no built-in way to add custom code, so you'll need a small plugin. We recommend WPCode (formerly "Insert Headers and Footers" by WPBeginner) — free, 2M+ active installs, and it automatically disables a snippet rather than breaking your site if something's ever pasted wrong. Install it, go to Code Snippets → Header & Footer, paste the snippet into the Footer box, and save. Already using a page builder like Elementor Pro or Divi? They usually have their own "Custom Code" section under Theme Settings — no extra plugin needed.
  • Wix — Add → Embed → Embed Code (or Settings → Custom Code on newer sites), set it to load on all pages, "Body — end".
  • Squarespace — Settings → Advanced → Code Injection, paste into the "Footer" box.
  • Shopify — Online Store → Themes → Edit code, open theme.liquid, paste just before </body>.

Not sure how to edit your site's code? Send us your website login or a screenshot of your site builder and we'll install it for you.

Website contact form

Self-serve — point your existing contact form at a webhook URL we generate for you. Step by step:

  1. In Settings → Channels, turn on the Website contact form toggle — this generates a webhook URL unique to your account.
  2. Copy that webhook URL.
  3. Open your website builder or form plugin's settings and find the field called "Form action," "Webhook," "Submit to URL," or "Integrations."
  4. Paste the webhook URL there and save.
  5. Submit a test entry on your live site — it should appear as a new lead on your dashboard within a few seconds.

Not sure where that setting lives on your specific platform? Send us a screenshot of your form's settings page and we'll point you to it.

Shopify note: Shopify's built-in contact form template doesn't expose a "submit to URL" setting — it posts straight to Shopify's own inbox. To route those leads to Nurturly, either use a form app that supports a custom webhook/action URL, or use the Website chat widget above instead, which works identically on Shopify.

Meta (Facebook) Lead Ads

OAuth-based — no manual copying of URLs. Step by step:

  1. In Settings → Channels, turn on the Meta Lead Ads toggle.
  2. Log in with your Facebook account when prompted, and grant the requested permissions.
  3. Select the Facebook Page your lead ad campaigns run on.
  4. That's it — new leads from that Page's Lead Ads campaigns (Facebook and Instagram placements both) flow into your dashboard automatically, no further setup.

Note: real leads only flow through once Meta's Business Verification review is complete for the connected account — this is a one-time Meta-side review, not something you need to do per connection. Ask us if you're not sure whether that's cleared yet for your account.

Instagram DM & Messenger

Coming soon. These are built and go through the same Facebook connect flow as Meta Lead Ads, but aren't live yet while Meta reviews platform-level access. No date to share yet — check back, or ask us directly.

Company documents

Not a lead channel, but connected the same way: upload a price list, brochure, or FAQ sheet on the Setup screen and your onboarding assistant reads it straight into your knowledge base. The file itself is read once and discarded — never stored.