# LEADS INGESTION PLAN — B-T73 (Bv7 · 2026-06-12)
_Built from a LIVE probe of the Follow Up Boss account (Shana · admin) — not guesses._

## What the live probe found (tonight)
- **30,550 events** in FUB. Website inquiry capture WORKS today: a real General Inquiry from
  acquistorealestate.com/reviews landed with source attribution; page-view tracking is firing from the
  new headless site (headless-test + localhost dev traffic visible).
- **30 action plans installed** (Zillow playbooks: High Intent Buyer/Seller, Re-Engaged Buyer, Specific
  Home Interest, New Lead Audit, stage-change automations, ZHL Connection, Open House, Long-Term Nurture,
  Post Closing) — **but contactsRunningCount = 0 on effectively all of them.**
  👉 **The #1 gap: leads arrive, plans don't attach.** The machinery exists; nothing pulls the trigger.
- FUB event types available for categorization: Registration · Inquiry · Seller Inquiry · Property
  Inquiry · General Inquiry · Viewed/Saved Property · Property Search · Saved Property Search ·
  Incoming Call · Visited Open House.
- Ingestion endpoint confirmed: `FOLLOW_UP_BOSS_CREATE_EVENTS` (system lead-event API; also the path
  for PURE→FUB). Recommend registering an X-System "PUREMLS" for rate limits + change notices.

## Inbound source inventory
| Source | Status | Route today |
|---|---|---|
| acquistorealestate.com forms | ✅ LIVE | → FUB (source-attributed) |
| Headless site page tracking | ✅ firing (dev) | → FUB Viewed Page |
| Zillow (+ZHL) | ✅ wired (playbooks + zillowclients@) | → FUB |
| FUB lead email (shana.acquisto@followupboss.me) | ✅ | inbox parsing |
| StreetText | 🟡 enabled, auth pending Ana (B-T72) | → will push code to hello@ |
| SetSchedule · Fello · iMaxCRM | 🟡 enabled in tool layer | referral-type sources |
| Google Ads | 🟡 connected | paid traffic → site forms |
| PURE-native: premium placements · Pure Sites · open house · saved-search alerts | 🔵 ours | → pure-leads.js / Office |

## The plan (3 phases)
**P1 · See it (next session):** `pure_leads` live table + Office ▸ Leads reads FUB events/people via
Composio on a sync ticket; every lead normalized: {source, type, person, ts, intent}. Intent scoring by
event type (Property Inquiry/Seller Inquiry = high · Registration/Search = mid · Viewed = low).
**P2 · Route it:** Categorize (buyer/seller/referral/past-client) → assign (FUB first-to-claim is enabled)
→ **auto-attach the matching action plan** (map: high-intent buyer→#29, seller→#21, specific-home→#28,
re-engaged→#30, new-lead audit→#26) → auto-create a PURE saved search from inquiry criteria
(PureMarket.create) so alerts start day one → spine task on the deal when one opens.
**P3 · Partner loop:** `pure_referrals` table (source partner, lead, stage, fee terms). Status updates
partners want (SetSchedule/Fello/referral networks): stage changes auto-post back via their APIs +
a weekly digest; same events mirror to FUB notes so one timeline holds everything. Referral fee tracking
ties to PURE Clearing (t-fines/dues rails already built).

## Approvals needed (routed to Mike's tab)
- APR-5: register X-System "PUREMLS" with FUB (free, better rate limits)? 
- APR-6: which agents are in first-to-claim rotation for each source?