Sales has come a long way from the days of cold-calling and analog order forms. Modern sales teams need to be tech wizards in their own right, managing everything from sophisticated digital ad campaigns to frequent, personalized messaging through SMS, email, and video calls.
The right customer relationship management (CRM) tool can go a long way toward simplifying the sales process. LeadConnector is an AI-powered CRM platform that can help your team manage leads, even in high volumes across multiple sales reps.
But sometimes the digital noise can still get in the way of doing the most important part of your job: actually nurturing leads. Zapier lets you connect LeadConnector with the rest of your team's most-used apps, reducing the time you spend on data entry and creating a reliable, scalable process. Here are some of the top ways to help you get started.
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Collect leads automatically
Your leads (hopefully) find you in several places. But that means if you want to keep your CRM organized and up to date, you have to keep your eye on website contact forms, social media ad campaigns, and more. And that's not to mention remembering to enter new email inquiries and calls into LeadConnector.
As your business grows, the number of prospects will increase—which means you could easily spend all your time just wrangling contact information from multiple lead sources. Automation lets you funnel all incoming leads neatly into your CRM, giving you time to actually nurture leads and close deals.
From forms
If you collect lead data using a form, you can use one of these Zaps to add that information to LeadConnector automatically. Whenever a new entry is submitted in Typeform, Gravity Forms, or Jotform, Zapier will add a new contact or opportunity in LeadConnector. Or if that lead's profile already exists in your system, Zapier will update it with the new form information. That way, you'll keep your CMS up to date without any double entry.
Add or update LeadConnector contacts with new Typeform entries
Typeform + LeadConnector
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It’s important to keep your contact list up to date, but manual data entry is tedious and time-consuming. With this Zap, though, that work is a thing of the past. Once it’s active, this integration automatically creates a new, or updates an existing, LeadConnector contact with the details provided in each new Typeform entry.
Add or update LeadConnector contacts from new Gravity Forms submissions
Gravity Forms + LeadConnector
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Set up this integration to ditch the hassle of manual contact management. Once it's active, this Zap automatically captures details from each new incoming form in Gravity Forms to create a new, or update an existing, LeadConnector contact -- no tedious copy-and-paste required!
Add or update opportunities in LeadConnector with new Typeform entries
Typeform + LeadConnector
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Streamline your follow-up workflows and manage new form data, without stopping for manual updates. This Zap automatically creates a new, or updates an existing, opportunity in LeadConnector when a new entry is received in Typeform.
Add or update LeadConnector contacts from new Jotform submissions
Jotform + LeadConnector
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Manage your contacts without slowing down for manual updates. Once this integration is in place, it automatically generates or updates a contact in LeadConnector from the details in each new Jotform submission.
From ad campaigns and funnels
When a lead clicks on your social media ad or landing page, that's when they're most open to hearing more from you. It's crucial to follow up while you still have their attention.
These Zaps send new lead information from Facebook Lead Ads, ClickFunnels, or TikTok straight to your CMS. That way, you have everything you need for prompt follow-up.
Add or update LeadConnector contacts for new leads in Facebook Lead Ads
Facebook Lead Ads + LeadConnector
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Effortlessly manage your prospect details, hands-free, once this integration’s in place. As soon as it’s active, this Zap automatically generates a new, or updates an existing, LeadConnector contact as soon as a new lead is captured in your Facebook Lead Ads account.
Add or update LeadConnector contacts with new contact activity in ClickFunnels Classic
ClickFunnels Classic + LeadConnector
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Maintain your contact details across platforms hands-free, just by activating this Zap. Once it’s in place, each new contact activity captured in ClickFunnels Classic will be automatically added or updated in LeadConnector, keeping your contact details instantly updated for successful follow-up.
Update and manage LeadConnector contacts when new contacts are identified in ClickFunnels
ClickFunnels + LeadConnector
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Keep your customer information up-to-date and streamline your leads management with this easy-to-use workflow. When a new contact is identified in ClickFunnels, their details will be instantly added or updated in LeadConnector. This simplifies your lead follow-up process, saving you time and ensuring that no potential customer is overlooked.
Add or update LeadConnector opportunities with new leads in Facebook Lead Ads
Facebook Lead Ads + LeadConnector
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Stay responsive to new prospects without needing to manually update your LeadConnector opportunities. This integration automatically adds or updates a LeadConnector opportunity as soon as a new lead is captured in your Facebook Lead Ads account!
Add or update LeadConnector contacts with new TikTok Lead Generation leads
TikTok Lead Generation + LeadConnector
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Set up this Zap to keep your lead workflows updated across your platforms, without any copy-and-paste work required. Whenever a new lead is captured in TikTok Lead Generation, this integration automatically adds or updates a contact in your LeadConnector account.
From meetings
There are few better ways for a lead to signal interest than to book a call or email with you directly. If someone contacts you or schedules a meeting, you probably jump straight into the conversation. Your focus is on nurturing that lead (as it should be), but it's all too easy to forget to update your CRM with that lead's information.
Don't let interested prospects slip through the cracks. These Zaps add new leads from your calendar booking apps, ensuring each appointment makes it into LeadConnector for follow-up later.
Add or update LeadConnector opportunities for new Calendly invitees
Calendly + LeadConnector
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Make sure your follow-up workflows are up to date across your platforms, without spending time on duplicate data entry work. Once this integration is in place, it automatically creates a new, or updates an existing, opportunity in LeadConnector for each for new Calendly invitee.
Add or update LeadConnector contacts when new Calendly invitees are created
Calendly + LeadConnector
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Looking for an easy and efficient way to update your lead details? This integration can help, automatically generating a contact in your LeadConnector account, or updating an existing contact, when you add a new invitees in Calendly. Your outreach stays on target without having to juggle apps or duplicate your data entry!
Create and update LeadConnector contacts from new YouCanBook.Me bookings
YouCanBookMe + LeadConnector
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Easily manage your contacts with this seamless workflow between YouCanBook.Me and LeadConnector. When a new booking occurs in YouCanBook.Me, the contact details will be added or updated in LeadConnector, ensuring your contact database stays up-to-date with accurate information. Simplify your booking management process and stay connected with your leads using this efficient automation.
Create or update contacts in LeadConnector for every new booking in Cal.com
Cal.com + LeadConnector
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Schedule meetings without missing a beat. When a new booking is created in Cal.com, this workflow will swiftly update or add relevant contact information in your LeadConnector app. Enhance productivity, keep your contact list updated, and ensure efficient lead management without manual data entry.
You can also set up automated workflows to send information from emails directly to your CRM. Use Email Parser by Zapier to extract lead information from incoming emails or have Zapier watch for labeled emails in Gmail. Or, if you use a dedicated Gmail address for inquiries, you can send every new email to LeadConnector.
Add or update LeadConnector contacts with new emails in Email Parser by Zapier
Email Parser by Zapier + LeadConnector
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This Zap lets you easily manage your new contact data, directly from your inbox. Once it’s active, this integration automatically adds a new, or updates an existing, contact in LeadConnector for each new email in Email Parser by Zapier. This keeps you focused on opportunities, not copy-and-paste chores.
Create and update LeadConnector opportunities from new labeled Gmail emails
Gmail + LeadConnector
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Easily manage your sales pipeline by connecting Gmail and LeadConnector with this efficient workflow. When you receive a new labeled email in your Gmail inbox, it will automatically create or update an opportunity in LeadConnector, keeping your sales process organized and up-to-date. Spend less time on manual data entry and more time focusing on closing deals with this seamless integration.
Create or update LeadConnector contacts from new Gmail emails
Gmail + LeadConnector
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Effortlessly keep your LeadConnector contacts up-to-date with this seamless workflow. Whenever you receive a new email in Gmail, the sender's information is instantly added or updated in your LeadConnector list. Stay organized and maintain accurate records without any manual data entry, so you can focus on building relationships with your leads.
From anywhere else
If the tool you're using to gather leads doesn't have a Zapier integration, you still have options. A custom webhook is an easy way to add lead data from other apps to your CRM.
Whether you use an obscure form builder or a custom meeting scheduler, you can still save time with automation. You can even add a ChatGPT step to summarize information (like an inquiry message or sales call transcript) before sending that update to LeadConnector. These templates can help get you started.
Create or update contacts in LeadConnector for newly caught webhooks
Webhooks by Zapier + LeadConnector
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Keep your lead data up to date effortlessly with this Zap. With it, contacts will be created or updated in LeadConnector for each newly caught webhook, so you can be certain that leads are making it to your CRM instantly, without needing to enter their information manually or uploading any CSV files.
Add or update leads in LeadConnector with ChatGPT
Webhooks by Zapier + ChatGPT (OpenAI) + LeadConnector
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This Zap template automates your lead management process by capturing data from incoming webhooks (like an SMS your leads send or a form your leads fill out) processing it through ChatGPT to identify the opportunity, and then updating or adding opportunities in LeadConnector with the relevant information. That way, your CRM is always up-to-date with the latest interactions.
Send lead data to a spreadsheet
LeadConnector is a great tool for managing and connecting with leads on a daily basis—but you probably want a backup storage option for your lead information. Tools like Google Sheets and Zapier Tables let you keep a copy of your most essential sales data, not to mention sort, filter, and analyze trends in lead generation and conversion over time.
A spreadsheet also works as a central source of truth that makes it easier to stay consistent across your organization. Not everyone in your business uses LeadConnector or your other sales tools—but odds are good everyone is familiar with spreadsheets.
These Zaps let you create automatic backups of your LeadConnector contacts. Anytime a pipeline stage changes in LeadConnector, a new matching row is created in Google Sheets or Zapier Tables.
Log Google Sheets rows when HighLevel pipeline stages change
LeadConnector + Google Sheets
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When opportunities are moved across the pipeline send those updates to google sheets. For example, when a lead is moved from the lead stage to the appointment stage you want to store all the appointments in a Google Sheet.
Create records in Zapier Tables when pipeline stages change in LeadConnector
LeadConnector + Zapier Tables
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When a stage change takes place in your LeadConnector pipeline, this workflow springs into action and creates a new record in the Zapier Tables. An ideal solution for keeping your data up to date and organized, this setup allows for a seamless transfer of information, eliminating manual data entry and ensuring rapid updates for strong business efficiency.
You can also use automation to add contacts in LeadConnector for new spreadsheet rows. If you exported leads to Google Sheets from another app and now want to upload them to LeadConnector, use one of these Zaps to simplify the process.
Add/update LeadConnector contacts from new or updated Google Sheets team drive rows
Google Sheets + LeadConnector
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Effortlessly keep your contact data up to date with this Google Sheets to LeadConnector automation. Whenever a new or updated row appears in your Team Drive spreadsheet, the workflow will add or update the contact information in LeadConnector. Save time and streamline your data management process with this seamless integration.
Add or update LeadConnector contacts from new Google Sheets rows
Google Sheets + LeadConnector
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Make sure your contact details stay up to date directly from your Google Sheets interface. Once this Zap is in place, you’ll skip the hassle of duplicate data entry by automatically adding a new, or updating an existing, contact in LeadConnector as soon as their details are added to a new row in a specified Google Sheets spreadsheet.
Notify your team about 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, Teams, 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
LeadConnector + Slack
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Spending too much notifying stakeholders about updates in your LeadConnector pipelines? This integration streamlines that work for you. Once it’s active, this Zap automatically generates a custom email to a specified channel in Slack for each new pipeline stage change in LeadConnector.
Send direct messages in Slack for updated pipeline stages in LeadConnector
LeadConnector + Slack
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Stay informed on your lead pipeline progress with this handy workflow. When a lead's stage changes in LeadConnector, a direct message will be sent to a specified Slack user, keeping them up-to-date on crucial developments. This automation ensures quick communication and seamless tracking of lead stage advancements.
Update Microsoft Teams with messages when LeadConnector pipeline stages change
LeadConnector + Microsoft Teams
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Stay on top of your sales processes with this powerful workflow. When a lead progresses to a different stage within LeadConnector, this automation promptly notifies your team on Microsoft Teams. It keeps everyone updated in real-time, ensuring no critical updates are missed, thus fostering better collaborative decisions and quicker responses.
Send emails via Gmail for new changes to LeadConnector pipeline stages
LeadConnector + Gmail
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Once it’s set up, this integration gives you an effortless way to let your stakeholders know about updates to your sales pipeline. When a new change occurs to a pipeline stage in LeadConnector, this integration ensures that a specified recipient is notified by a custom and automatic email message from Gmail.
Send outbound emails in Email by Zapier when pipeline stages change in LeadConnector
LeadConnector + Email by Zapier
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Effortlessly manage your sales process with this seamless workflow that connects LeadConnector and Email by Zapier. When a lead's pipeline stage changes in LeadConnector, an outbound email will be sent through Email by Zapier, keeping everyone in the loop and ensuring effective communication throughout your sales strategy. Boost your efficiency and stay on top of your game with this streamlined automation.
Add leads to LeadConnector campaigns
Each new prospect should get a timely message when they're most engaged. If a lead clicks on an ad or landing page, saving them to your CRM is important—but it's also a good idea to take immediate action. Capitalize on their interest by adding them to an automated campaign in LeadConnector right away.
The Zaps below automatically add new contacts from Facebook Lead Ads, ClickFunnels, or your custom webhook straight into a LeadConnector campaign. That way, you maximize the chances of turning those leads into customers.
Capture raw hooks in Webhooks by Zapier and add new leads to campaigns in LeadConnector
Webhooks by Zapier + LeadConnector
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Effortlessly manage your leads with this robust workflow. When a new webhook event is detected, the captured lead is swiftly added to your desired campaign in LeadConnector. Save time and boost your marketing efficiency by letting this smart tool handle the time-consuming task of manually organizing and adding leads to your campaigns.
Add leads to campaigns on LeadConnector from new Facebook Lead Ads leads
Facebook Lead Ads + LeadConnector
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Easily turn the leads you generate through social media ads into email campaign subscribers with this integration. Set it up, each new lead generated through Facebook Lead Ads will be automatically copied over to create a LeadConnector campaign lead. Now, you can free yourself from data entry and focus all your efforts on marketing.
Add leads to LeadConnector campaigns from new ClickFunnels Classic contact activities
ClickFunnels Classic + LeadConnector
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Adding contacts from one contact list to another can take way too much time. Get some of that time back with Zapier! Set up this integration and new ClickFunnels Classic contact activity will add leads to LeadConnector campaigns. Never waste another minute copying and pasting contact info again.
Add new identified ClickFunnels contacts to LeadConnector campaign as leads
ClickFunnels + LeadConnector
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Boost your marketing strategies effortlessly with this automation. When a new contact is identified in ClickFunnels, they are instantly added to a campaign in LeadConnector. This means you can immediately engage with potential leads and focus more on your campaign strategy rather than manual data entry.
Optimize your lead management by automating LeadConnector
The best sales process involves an airtight lead funnel. You need a chance to stay in touch with prospects at all stages of their journey—and make sure none of them slip through the cracks along the way. By automating LeadConnector with Zapier, you can do precisely that.
This article was originally published in June 2023, written by Will Harris. It was most recently updated in July 2024 by Nicole Replogle.
