# 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: 1. **Search for the LeadConnector Component**: Search the LeadConnector component within the ZBrain interface. 2. **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: 1. **Sign Up for a Developer Account** – Go to the LeadConnector Marketplace and register for a developer account. 2. **Create a New App** – Navigate to **My Apps** and click **Create App**. 3. **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. 4. **Assign Required Scopes** – Add the following scopes to ensure proper access: * `campaigns.readonly` * `contacts.write` * `contacts.readonly` * `locations.readonly` * `locations/tags.readonly` * `locations/tags.write` * `opportunities.readonly` * `opportunities.write` * `users.readonly` * `workflows.readonly` * `forms.readonly` 5. **Set Up Redirect URLs** – Add the required redirect URLs for authentication. 6. **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)** 1. **Connection Name** – Enter a recognizable name for the LeadConnector connection. 2. **Redirect URL** – Use `https://secrets.activepieces.com/redirect` as the required redirect URL. 3. **Client ID** – Paste the **Client ID** generated from the LeadConnector app. 4. **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.