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LeadTable and Salesflare

lead-table.com ↗

How to connect LeadTable

What you can automate

  • When new Lead Status Changes in LeadTable, create a contact in Salesflare.
  • When new Lead Creations in LeadTable, create a contact in Salesflare.
  • When new Lead Updates in LeadTable, create a contact in Salesflare.

LeadTable operations on Make

Triggers (3)

Start a workflow when this happens

  • Watch Lead Status Changes — Triggers when the status of a lead has been changed.
  • Watch New Lead Creations — Gets triggered when a new Lead was created
  • Watch New Lead Updates — This gets called when a Lead gets updated. Possible Updates are: Lead got deleted, Description got updated, History was updated (Note was written or deleted), Status was changed, Profile was updated.

Actions (9)

Things Salesflare can make it do

  • Update a Lead Description — Lets you update and replace the description of a lead by specifying its ID
  • Update a Lead Status — Change the status of a Lead to a new one.
  • Add a Note to the History of a Lead — Adds an entry to a lead's history.
  • Create a new Lead — Create a new lead in a campaign
  • Delete a Lead by its ID — Deletes a Lead from the database. This CAN NOT be reversed.
Show 4 more actions
  • Make an API Call — Performs an arbitrary authorized API call.
  • Search a Lead by its ID — Find a lead by its unique ID. This Module returns the whole Lead including the Description.
  • Update or Create an Answer in the Lead Profile — Lets you update the value of an answer in the specified lead. If the question is not found, the field will get added.
  • Upload a File to a Lead — Adds a file to the lead. This file will be shown in the uploads section in the profile view.

Searches (2)

Look up existing records

  • Get all Leads in a Campaign — Returns all leads in a campaign. Specify the ID of the Campaign.
  • Search a Lead by its Email Address — Searches for leads by email\naddress. Returns an array of leads as there may be multiple leads with the same email address.

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