PocketLeads Integrations

Triggers when a new lead arrives with the complete lead record including all owners, related individuals, joint owners, and properties as nested arrays. Best for advanced workflows that need access to every person and property on a lead.

Triggers when a new lead arrives and creates one row per email address. If a contact has 2 emails, this Zap runs twice — once per address. Each row includes the contact's name, mailing address, phone numbers, and property details. Contacts without email addresses are skipped. Best for email marketing or CRM imports.

Creates a note on a lead.

Finds a lead by name, phone number, or email address.

Triggers when a new lead arrives and creates one row per mailable contact. Each row is one person with their mailing address, phone numbers, emails, and properties. For probate, pre-probate, and inheritance leads, PocketLeads automatically selects the best contact: (1) surviving joint owners first, (2) court-appointed representatives (executor, administrator) if no joint owner, (3) the property owner/decedent as a last resort. For other lead types (foreclosures, divorces, tax deeds), the property owner is returned. Best for direct mail, CRM imports, or any workflow that needs one clean record per contact.

Triggers when a new lead arrives and creates one row per phone number. If a contact has 3 phone numbers, this Zap runs 3 times — once per number. Each row includes the contact's name, mailing address, and property details. Contacts without phone numbers are skipped. Best for calling campaigns or CRM imports.

Updates the status of a lead.