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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Call Completed" from Upfirst.

Add your action

An action happens after the trigger—such as "Update Prospect" in Leadmate.

You’re connected!

Zapier seamlessly connects Upfirst and Leadmate, automating your workflow.

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.

Call Completed
Triggers when a call is completed so you can follow up, update records, and take any necessary post-call actions.
Trigger
Instant
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New Prospect
Triggers when a new prospect is created.
Trigger
Instant
Try It
- Prospect's pk
  Required
- First Name
- Last Name
- Email
- Source
- Address
- Property Type
- Time frame for selling
- Ownership
- Ownership time frame
- Vacant or occupied
- Is rented
- Monthly rent
- Required repairs
- Additional Info
- Selling reason
- Thinking of selling
- Asking price
- Is the property listed
- Listed price
- HOA monthly payment
- Lot size
- Num of units
- Units mix description
- Units monthly rent
- Has central heating and air
- Num of replaced HVAC
- Num of not replaced HVAC
Action
Write

Call Started
Triggers when a call is answered so you can instantly log details, notify a team member, or start other workflows.
Trigger
Instant
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Updated Prospect
Triggers when a prospect was updated.
Trigger
Instant
Try It
- Prospect's PK
  Required
Action
Search

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Customers have created over 25 million Zaps on the platform

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Connect Upfirst and Leadmate 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.

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.

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.

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.

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.

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.

Make work flow with AI

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

Learn about AI automation

About Upfirst

Upfirst is an AI call assistant that answers every call with care, logs details instantly, and keeps your favorite tools up-to-date.

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About Leadmate

Leadmate is a platform where AI agents work 24/7 to manage your calls, texts, appointment scheduling, and follow-ups.