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LeadFi Integrations

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Sales & CRM

Put LeadFi to work with AI and enterprise-grade automation

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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.

    • Package
      Required
    • First Name
      Required
    • Last Name
      Required
    • Email
      Required
    • Phone
      Required
    • Consent Date
      Required
    • Consent IP
      Required
    • Street Address
    • City
    • State
    • ZIP Code
    • Date of Birth
    • Personal Income
    Action
    Write

    For builders

    Let your AI safely access LeadFi

    Go beyond Zap workflows. Install Zapier in your AI to call LeadFi actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

    No code

    Call actions in natural language with Zapier MCP

    Act in LeadFi from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

    Example actions on this page

    • Pre-Qualify Lead

    Works with

    Claude · ChatGPT · Cursor · Any MCP-compatible AI

    Install Zapier MCP
    Code

    Work in code with the Zapier SDK

    Expose LeadFi actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

    Install

    npm install @zapier/zapier-sdk
    npm install -D @zapier/zapier-sdk-cli
    zapier-sdk login
    # create a LeadFi connection @ https://zapier.com/app/assets/connections

    Run an action

    // Typescript
    import { createZapierSdk } from "@zapier/zapier-sdk";
    
    const zapier = createZapierSdk();
    
    const { data: connection } = await zapier.findFirstConnection({ app: "leadfi", owner: "me" });
    
    await zapier.runAction({
      app: 'leadfi',
      action: 'prequalify_lead',
      connection: connection.id,
      input: {
        {inputKeyValuePairs}
      },
    });
    Open the SDK docs

    Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

    LeadFi Help & Support

    Common questions

    leadfi logo
    About LeadFi
    LeadFi is a financial qualification platform that helps businesses assess each lead's buying power in real time.
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