LeadBridge and Salesflare

How to connect LeadBridge

When lead Booked or Converted in LeadBridge, find or create contact in Salesflare.
When lead Status Changed in LeadBridge, find or create contact in Salesflare.
When new Lead in LeadBridge, find or create contact in Salesflare.

LeadBridge is a lead management platform that automates instant replies, follow-ups, and customer communication for service businesses.

Start a workflow when this happens

Lead Booked or Converted — Triggers when a lead enters `booked`, `scheduled`, `in_progress`, or `completed` — i.e. a service is on the books. Use this to update your accounting/scheduling system, notify a team channel when a sale closes, or fire any downstream booked-only automation.
Lead Status Changed — Triggers when a LeadBridge lead's pipeline status changes (any transition — new → contacted, quoted → booked, etc.). Field-only edits (name/phone/notes) do NOT fire this trigger. Use "Lead Booked or Converted" if you only care about bookings/scheduling.
New Lead — Triggers when a new lead is created in LeadBridge — from any source (Thumbtack, Yelp, Angi, imported forms, or leads pushed in via other Zaps). Use this to notify a channel, add the lead to a spreadsheet, sync it to another CRM, or kick off any downstream automation.

Things Salesflare can make it do

Create or Update Lead — Create a lead in LeadBridge. If a lead with the same `source` and `externalId` already exists, it is updated in place (safe for retries).
Update Lead — Update fields on an existing LeadBridge lead by ID.
Upsert BookingKoala Booking (Calendar Mirror) — Upserts a BookingKoala booking into LeadBridge's calendar mirror. One row per (tenant, BK booking id) — reschedules, provider changes, and cancellations all funnel through here. Set up ONE Zap per BK trigger (New / Updated / Completed / Cancelled / Deleted) and change the Event Type accordingly.

Look up existing records

Find Lead — Look up a LeadBridge lead by phone, email, or source+externalId. Returns at most one match (most recent). Pair with **Create or Update Lead** for a safe upsert flow.

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