LeadConnector
LeadConnector is an all-in-one marketing, sales, and automation platform designed to help businesses manage leads, automate workflows, and improve customer engagement through CRM, messaging, and integrations.
How to LeadConnector to ZBrain Flow?
To integrate LeadConnector with ZBrain Flow, follow these steps to select and utilize the desired capabilities:
Search for the LeadConnector Component: Search the LeadConnector component within the ZBrain interface.
Select the Required Capability: Select the required component to match your requirement:
Create Contact: Create a new contact.
Update Contact: Update an existing contact.
Add Contact to Campaign: Add an existing contact to a campaign.
Add Contact to Workflow: Add an existing contact to a workflow.
Add Note to Contact: Add a new note to a contact.
Search Contacts: Search for contacts with a search query.
Create Opportunity: Create a new opportunity.
Update Opportunity: Updates an existing opportunity.
Create Task: Create a new task.
Update Task: Update a task.
Custom API Call: Make a custom API call to a specific endpoint
Additional Settings For Setting up Connection
To integrate LeadConnector with your system, follow these steps to create a connection:
Sign Up for a Developer Account – Go to the LeadConnector Marketplace and register for a developer account.
Create a New App – Navigate to My Apps and click Create App.
Configure App Settings:
Provide an App Name.
Select Private as the App Type.
Choose Sub-Account as the Distribution Type.
Click Create App to proceed.
Assign Required Scopes – Add the following scopes to ensure proper access:
campaigns.readonlycontacts.writecontacts.readonlylocations.readonlylocations/tags.readonlylocations/tags.writeopportunities.readonlyopportunities.writeusers.readonlyworkflows.readonlyforms.readonly
Set Up Redirect URLs – Add the required redirect URLs for authentication.
Generate API Credentials:
Create a new Client Key with a valid name.
Copy the Client ID and Client Secret for future use.
Connection Fields (One-liners)
Connection Name – Enter a recognizable name for the LeadConnector connection.
Redirect URL – Use
https://secrets.activepieces.com/redirectas the required redirect URL.Client ID – Paste the Client ID generated from the LeadConnector app.
Client Secret – Paste the Client Secret obtained from the LeadConnector app.
Once these details are entered, your LeadConnector connection will be successfully set up and ready for use.
Additional Settings to Create Contact
Connection - Select the LeadConnector account for the integration.
First Name - Enter the first name of the contact.
Last Name - Enter the last name of the contact.
Email - Provide the contact's email address.
Phone - Add the contact's phone number.
Company Name - Enter the company name associated with the contact.
Website - Provide the contact’s website URL.
Tags - Assign tags to categorize the contact.
Source - Specify the source from where the contact was obtained.
Country - Choose the contact's country using the ISO-2 country code.
City - Enter the city where the contact is located.
State - Provide the state or region of the contact.
Address - Add the street address of the contact.
Postal Code - Specify the postal or ZIP code.
Time Zone - Select the time zone of the contact.
Additional Settings to Update Contact
Connection - Select a connection to authenticate with LeadConnector.
Contact ID - Unique identifier for the contact to update.
First Name - Update the first name of the contact.
Last Name - Update the last name of the contact.
Email - Modify the email address associated with the contact.
Phone - Update the contact’s phone number.
Company Name - Change the company name associated with the contact.
Website - Update the contact’s website URL.
Tags - Assign or update tags to categorize the contact.
Source - Specify the source of the contact.
Country - Select the country using the ISO-2 code.
City - Update the contact’s city.
State - Modify the state or province of the contact.
Address - Update the contact’s street address.
Postal Code - Change the postal or ZIP code of the contact.
Time Zone - Update the time zone for the contact.
Additional Settings to Add Contact to Campaign
Connection - Select a connection to authenticate with LeadConnector.
Contact - Choose the contact to add to a campaign.
Campaign - Select the campaign to which the contact should be added.
Additional Settings to Add Contact to Workflow
Connection - Select a connection to authenticate with LeadConnector.
Contact - Choose the contact to be added to a workflow.
Workflow - Select the workflow to which the contact should be assigned.
Additional Settings to Add Note to Contact
Connection - Select a connection to authenticate with LeadConnector.
Contact - Choose the contact to whom the note will be added.
Note - Enter the content of the note to attach to the contact.
User - Select the user who is adding the note.
Additional Settings to Search Contact
Connection - Select a connection to authenticate with LeadConnector.
Search Query - Enter the value to search for within contacts.
Additional Settings to Create Opportunity
Connection - Select a connection to authenticate with LeadConnector.
Pipeline - Choose the pipeline where this opportunity should be created.
Stage - Select the stage within the pipeline for this opportunity.
Title - Enter a title for the opportunity.
Contact - Select the contact associated with this opportunity.
Status - Choose the current status of the opportunity.
Assigned To - Select the user to whom this opportunity should be assigned.
Monetary Value - Specify the monetary value associated with the opportunity.
Additional Settings to Update Opportunity
Connection - Select a connection to authenticate with LeadConnector.
Pipeline - Choose the pipeline where this opportunity exists.
Opportunity - Select the opportunity that needs to be updated.
Stage - Choose the new stage within the pipeline for this opportunity.
Title - Update the title of the opportunity.
Contact - Select the contact associated with this opportunity.
Status - Choose the current status of the opportunity.
Assigned To - Select the user responsible for this opportunity.
Monetary Value - Update the monetary value associated with the opportunity.
Additional Settings to Create Task
Connection - Select a connection to authenticate with LeadConnector.
Contact - Choose the contact associated with this task.
Title - Enter the title or name of the task.
Due Date - Set the deadline for task completion.
Description - Provide additional details about the task (optional).
Assigned To - Select the user responsible for completing this task.
Completed - Toggle to mark the task as completed or pending.
Additional Settings to Update Task
Connection - Select a connection to authenticate with LeadConnector.
Contact - Choose the contact associated with this task.
Task - Select the existing task you want to update.
Title - Modify or update the title of the task.
Due Date - Change the deadline for task completion.
Description - Update or add details about the task (optional).
Assigned To - Select the user responsible for this task.
Completed - Toggle to mark the task as completed or pending.
Additional Settings for Custom API Call
Connection - Select a connection to authenticate with LeadConnector.
URL - Enter the full API endpoint URL, including the base URL.
Method - Choose the HTTP method for the API request (GET, POST, etc.).
Headers - Add custom headers for authorization or other API requirements.
Query Parameters - Specify additional parameters to include in the request.
Body - Enter the request payload for API calls that require data input.
No Error on Failure - Toggle to allow the workflow to continue even if the request fails.
Timeout (in seconds) - Define the maximum wait time for the API response.
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