Connecting with leads isn’t quite what it used to be. Rather than picking up the phone and cold calling all day, lead nurturing requires timely, personalized, and frequent messages. Not only that, but the process needs to scale across different reps handling a high volume of leads.

LeadConnector can help you do that. An AI-powered CRM platform, LeadConnector helps you manage your new leads, update deal stages, and send contracts from your computer or on their mobile app.

With Zapier, you can connect LeadConnector with all your favorite apps, further streamlining your lead management and creating a reliable, scalable process.

Table of contents

• Automatically add contacts to LeadConnector

• Alert your team to new lead activity

• Add leads to campaigns

• Automatically generate proposals and contracts

Automatically add contacts to LeadConnector

When you gain a new lead, step one is to make sure they end up in the right place—usually a CRM like LeadConnector. From there, you can reach out to your leads, add them to campaigns, or whatever else is next in your lead-management process.

With Zapier, you can add leads to LeadConnector instantly, no matter where you’re collecting them.

From social media campaigns

When you capture a lead from a social media ad, it’s essential to capitalize on that moment while you have your audience’s attention. With these Zaps, you can automatically add your leads to LeadConnector, allowing you to reach out quickly.

From a form

If you’re using a form to collect lead data, you can pair that tool with Zapier as well. This way, you can be confident your leads are making it into LeadConnector quickly, along with other data you collect from your form that could be helpful when reaching out to them.

From new orders

If someone purchases from your website directly, that doesn’t mean you’re done marketing to them. In fact, this is just the beginning of your relationship with that customer.

When you connect LeadConnector with your payment tool, you can add your new customers instantly, setting you up to retarget them in the future.

From calendar apps

Don’t let people who book meetings with you slip through the cracks. With the Zaps below, you can add new leads from your calendar booking apps, ensuring that each appointment makes it into LeadConnector.

From anywhere else

No need to worry if the tool you’re gathering leads with doesn’t have a Zapier integration. With Webhooks by Zapier, you can easily add lead data from anywhere by setting up a custom webhook.

If you’re collecting new leads in a spreadsheet, you can add their information to LeadConnector as well. With the Zap below, you can create a new contact for each lead added to your Google Sheet, eliminating the need to enter that information manually or download any messy CSV files.

Alert your team to new lead activity

As leads progress through the deal cycle, it’s important to keep your team in the loop. Otherwise, sales reps might miss an opportune time to reach out, and an engaged prospect could slip through the cracks.

With the Zaps below, you can send messages to your team—via Slack or email—when the pipeline stage changes for a contact, giving everyone an accurate and up-to-date view of the lead funnel.

Add leads to campaigns

Gathering leads is great, but converting them is what truly moves the needle. A clever, well-planned outreach campaign is the perfect way to turn new leads into customers.

With the Zaps below, you can automatically add new contacts straight into an automated campaign in LeadConnector, allowing you to send a timely message while they’re most engaged.

Automatically generate proposals and contracts

No one likes chasing clients down to get signatures. When you need to get something signed, it’s helpful to send the document as quickly as possible. Otherwise, you risk the chance of your prospect missing it or getting distracted with something else.

With the Zaps below, you can automate document creation in DocuSign or PandaDoc, allowing you to send proposals or contracts to your prospect ASAP.

Optimize your lead management with LeadConnector and automation