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1. Choose trigger event

2. Choose action

1. Select the event

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App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Contact" from Finaeo.

Add your action

An action happens after the trigger—such as "Create Contact" in Leader CRM.

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Zapier seamlessly connects Finaeo and Leader CRM, automating your workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Finaeo to Leader CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Finaeo and Leader CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Team Contact Note
Triggers when a new contact note is created for your team.
Trigger
Instant
Try It
Updated Team Contact
Triggers when a contact is updated in your team.
Trigger
Instant
Try It
- Title
  Required
- Description
  Required
- Event Date
  Required
- Type
  Required
- Contact ID
  Required
Action
Write
- Title
  Required
- Description
  Required
- Event Date
  Required
- Type
  Required
- Contact ID
  Required
- Team ID
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Sex
- Email
  Required
- Occupation
- Phone Number
- Date of Birth
- State/Province
- Smoking Status
- Contact ID
  Required
- Team ID
  Required
Action
Write
- First Name
- Middle Name
- Last Name
- Maiden Name
- Email
  Required
Action
Search
- First Name
- Middle Name
- Last Name
- Maiden Name
- Email
  Required
- Team ID
  Required
Action
Search
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
- Type
  Required
Trigger
Instant
Try It
- Additional events
Trigger
Instant
Try It
- Contact id
  Required
- Note
Action
Write
- Id
  Required
- Name
  Required
- Job title
- Company
- Assigned to
- Labels
- Status
- Phone number
- Email
  Required
- Url
- Address
- Birthday
- Note
Action
Write
- Name
  Required
- Phone number
- Email
  Required
Action
Search

New Contact Note
Triggers when a new contact note is created.
Trigger
Instant
Try It
Updated Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Sex
- Email
  Required
- Occupation
- Phone Number
- Date of Birth
- State/Province
- Smoking Status
Action
Write
- First Name
  Required
- Last Name
  Required
- Sex
- Email
  Required
- Occupation
- Phone Number
- Date of Birth
- State/Province
- Smoking Status
- Team ID
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Sex
- Email
  Required
- Occupation
- Phone Number
- Date of Birth
- State/Province
- Smoking Status
- Contact ID
  Required
Action
Write
- First Name
- Middle Name
- Last Name
- Maiden Name
- Email
  Required
Action
Search
- First Name
- Middle Name
- Last Name
- Maiden Name
- Email
  Required
- Team ID
  Required
Action
Search
New Activity
Triggers when a new record is added to the Last Activity column.
Trigger
Instant
Try It
New Note
Triggers when a new note is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
- Name
  Required
- Job title
- Company
- Assigned to
- Labels
- Status
- Phone number
- Email
  Required
- Url
- Address
- Birthday
- Note
Action
Write
- Title
  Required
- Contact id
  Required
- Assigned to
- Reminder date
- Due date
- Note
Action
Write
- Name
  Required
- Phone number
- Email
  Required
Action
Search
- Name
  Required
- Phone number
- Email
  Required
- Job title
- Company
- Assigned to
- Labels
- Status
- Url
- Address
- Birthday
- Note
Action
Search or write

About Finaeo

Finaeo is a digital marketplace empowering independent life and health insurance brokers to increase efficiency and take clients from prospect-to-policy.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Leader CRM

Leader helps businesses to capture and manage leads & customers on the go.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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