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3 min read

4 ways to automate LeadConnector

By Will Harris · June 21, 2023
Hero image for a blog post about automating LeadConnector with Zapier

Connecting with leads isn't quite what it used to be. Rather than picking up the phone and cold calling all day, lead nurturing requires timely, personalized, and frequent messages. Not only that, but the process needs to scale across different reps handling a high volume of leads.

LeadConnector can help you do that. An AI-powered CRM platform, LeadConnector helps you manage your new leads, update deal stages, and send contracts from your computer or on their mobile app.

With Zapier, you can connect LeadConnector with all your favorite apps, further streamlining your lead management and creating a reliable, scalable process.

Zapier is a no-code automation tool that lets you connect your apps into automated workflows, so that every person and every business can move forward at growth speed. Learn more about how it works.

Table of contents

  • Automatically add contacts to LeadConnector

  • Alert your team to new lead activity

  • Add leads to campaigns

  • Automatically generate proposals and contracts

To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.

Automatically add contacts to LeadConnector

When you gain a new lead, step one is to make sure they end up in the right place—usually a CRM like LeadConnector. From there, you can reach out to your leads, add them to campaigns, or whatever else is next in your lead-management process.

With Zapier, you can add leads to LeadConnector instantly, no matter where you're collecting them.

From social media campaigns

When you capture a lead from a social media ad, it's essential to capitalize on that moment while you have your audience's attention. With these Zaps, you can automatically add your leads to LeadConnector, allowing you to reach out quickly.

Add or update LeadConnector contacts for new leads in Facebook Lead Ads

Add or update LeadConnector contacts for new leads in Facebook Lead Ads
  • Facebook Lead Ads logo
  • LeadConnector logo
Facebook Lead Ads + LeadConnector

Add or update LeadConnector contacts with new TikTok Lead Generation leads

Add or update LeadConnector contacts with new TikTok Lead Generation leads
  • TikTok Lead Generation logo
  • LeadConnector logo
TikTok Lead Generation + LeadConnector

From a form

If you're using a form to collect lead data, you can pair that tool with Zapier as well. This way, you can be confident your leads are making it into LeadConnector quickly, along with other data you collect from your form that could be helpful when reaching out to them.

Add or update LeadConnector contacts with new Typeform entries

Add or update LeadConnector contacts with new Typeform entries
  • Typeform logo
  • LeadConnector logo
Typeform + LeadConnector

Add or update LeadConnector contacts from new Jotform submissions

Add or update LeadConnector contacts from new Jotform submissions
  • Jotform logo
  • LeadConnector logo
Jotform + LeadConnector

Add or update LeadConnector contacts from new Gravity Forms submissions

Add or update LeadConnector contacts from new Gravity Forms submissions
  • Gravity Forms logo
  • LeadConnector logo
Gravity Forms + LeadConnector

From new orders

If someone purchases from your website directly, that doesn't mean you're done marketing to them. In fact, this is just the beginning of your relationship with that customer.

When you connect LeadConnector with your payment tool, you can add your new customers instantly, setting you up to retarget them in the future.

Add or update LeadConnector contacts for new Stripe customers

Add or update LeadConnector contacts for new Stripe customers
  • Stripe logo
  • LeadConnector logo
Stripe + LeadConnector

Add or update LeadConnector contacts with new ThriveCart product purchases

Add or update LeadConnector contacts with new ThriveCart product purchases
  • ThriveCart logo
  • LeadConnector logo
ThriveCart + LeadConnector

From calendar apps

Don't let people who book meetings with you slip through the cracks. With the Zaps below, you can add new leads from your calendar booking apps, ensuring that each appointment makes it into LeadConnector.

Create leads in LeadConnector campaigns for new Calendly invitees

Create leads in LeadConnector campaigns for new Calendly invitees
  • Calendly logo
  • LeadConnector logo
Calendly + LeadConnector

Add or update LeadConnector contacts from new Acuity Scheduling appointments

Add or update LeadConnector contacts from new Acuity Scheduling appointments
  • Acuity Scheduling logo
  • LeadConnector logo
Acuity Scheduling + LeadConnector

Create or update LeadConnector contacts from new or updated Google Calendar events

Create or update LeadConnector contacts from new or updated Google Calendar events
  • Google Calendar logo
  • LeadConnector logo
Google Calendar + LeadConnector

From anywhere else

No need to worry if the tool you're gathering leads with doesn't have a Zapier integration. With Webhooks by Zapier, you can easily add lead data from anywhere by setting up a custom webhook.

Create or update contacts in LeadConnector for newly caught webhooks

Create or update contacts in LeadConnector for newly caught webhooks
  • Webhooks by Zapier logo
  • LeadConnector logo
Webhooks by Zapier + LeadConnector

If you're collecting new leads in a spreadsheet, you can add their information to LeadConnector as well. With the Zap below, you can create a new contact for each lead added to your Google Sheet, eliminating the need to enter that information manually or download any messy CSV files.

Add or update LeadConnector contacts from new Google Sheets rows

Add or update LeadConnector contacts from new Google Sheets rows
  • Google Sheets logo
  • LeadConnector logo
Google Sheets + LeadConnector

Alert your team to new lead activity

As leads progress through the deal cycle, it's important to keep your team in the loop. Otherwise, sales reps might miss an opportune time to reach out, and an engaged prospect could slip through the cracks.

With the Zaps below, you can send messages to your team—via Slack or email—when the pipeline stage changes for a contact, giving everyone an accurate and up-to-date view of the lead funnel.

Send channel messages in Slack for new stage changes in LeadConnector pipelines

Send channel messages in Slack for new stage changes in LeadConnector pipelines
  • LeadConnector logo
  • Slack logo
LeadConnector + Slack

Send emails via Gmail for new changes to LeadConnector pipeline stages

Send emails via Gmail for new changes to LeadConnector pipeline stages
  • LeadConnector logo
  • Gmail logo
LeadConnector + Gmail

Update Microsoft Teams chat messages when LeadConnector pipeline stages change

Update Microsoft Teams chat messages when LeadConnector pipeline stages change
  • LeadConnector logo
  • Microsoft Teams logo
LeadConnector + Microsoft Teams

Add leads to campaigns

Gathering leads is great, but converting them is what truly moves the needle. A clever, well-planned outreach campaign is the perfect way to turn new leads into customers.

With the Zaps below, you can automatically add new contacts straight into an automated campaign in LeadConnector, allowing you to send a timely message while they're most engaged.

Add leads to LeadConnector campaigns from new ClickFunnels Classic contact activities

Add leads to LeadConnector campaigns from new ClickFunnels Classic contact activities
  • ClickFunnels Classic logo
  • LeadConnector logo
ClickFunnels Classic + LeadConnector

Add leads to campaigns on LeadConnector from new Facebook Lead Ads leads

Add leads to campaigns on LeadConnector from new Facebook Lead Ads leads
  • Facebook Lead Ads logo
  • LeadConnector logo
Facebook Lead Ads + LeadConnector

Capture raw hooks in Webhooks by Zapier and add new leads to campaigns in LeadConnector

Capture raw hooks in Webhooks by Zapier and add new leads to campaigns in LeadConnector
  • Webhooks by Zapier logo
  • LeadConnector logo
Webhooks by Zapier + LeadConnector

Automatically generate proposals and contracts

No one likes chasing clients down to get signatures. When you need to get something signed, it's helpful to send the document as quickly as possible. Otherwise, you risk the chance of your prospect missing it or getting distracted with something else.

With the Zaps below, you can automate document creation in DocuSign or PandaDoc, allowing you to send proposals or contracts to your prospect ASAP.

Create documents in PandaDoc for new changes to LeadConnector pipeline stages

Create documents in PandaDoc for new changes to LeadConnector pipeline stages
  • LeadConnector logo
  • PandaDoc logo
LeadConnector + PandaDoc

Create DocuSign signature requests when LeadConnector pipeline stages change

Create DocuSign signature requests when LeadConnector pipeline stages change
  • LeadConnector logo
  • Docusign logo
LeadConnector + Docusign

Optimize your lead management with LeadConnector and automation

To have a chance at your leads, you need to make sure your lead funnel is airtight—greeting prospects as they enter and making sure none of them slip through the cracks. By automating LeadConnector with Zapier, you can do precisely that.

Related reading:

  • How to add leads to LeadConnector from a webhook

  • Grow your business with marketing automation

  • How to automate your marketing automation apps

  • 4 ways to automate your email marketing

  • How to add leads from Facebook Lead Ads to LeadConnector

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A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'