LeadSimple Integrations

Creates a Lead in one of your Pipelines. You'll need to specify a Pipeline and a Stage.

Updates a Lead in one of your Pipelines. You'll need to specify a Pipeline and a Stage.

Creates a note on a lead. You'll need to find a lead first using the 'Find Lead' search action.

Creates a Process in one of your Process Types. You'll need to specify a Process Type and a Stage.

Creates a Call in your account

Creates a note on a process. You'll need to find a process first using the 'Find Process' search action.

Finds a contact in your account, by id or address.

Finds a Property in your account, by id or address.

Searches the units on the property by the Unit Number

Finds a Lead in your account, by id, email address or phone number. You can specify a Pipeline to search within, otherwise it searches all Pipelines in your account.

Finds a Process in your account, by id, contact email address or phone number, property address etc. You can specify a Process Type to search within, otherwise it searches all Process Types in your account.