LeadSimple

Trigger a stage change in a process based on an answer in an email, and more!

Zapier Tutorial: Reactive Process Workflows - Jotform

Zapier Tutorial: Reactive Process Workflows - Google Forms

Ever wanted to send a generated PDF with dynamic data?

Zapier Tutorial: Create & Send a PDF

Learn how to build a zap to automatically create management agreements or leases in PandaDoc with information from LeadSimple

Zapier Tutorial: Create and Send PandaDoc

Learn how to build a zap to automatically create management agreements or leases in Docusign with information from LeadSimple

Zapier Tutorial: Create and Send DocuSign

Want to automatically trigger a process from an email? This will show you how to do it with Zapier 🚀

Zapier Tutorial: Parse Emails to Trigger Process in LeadSimple

Learn how to automate the import of leads from a spreadsheet by connecting Google Sheets and LeadSimple through Zapier.

Zapier Tutorial: How to Connect Google Sheets and LeadSimple

Learn how to update a lead's stage automatically and have a reminder text go out to them with the event date and time!

Zapier Tutorial: Update Lead's Stage & Date/Time Custom Field in LeadSimple when Event Added in Google Calendar

Learn how to build a zap to automatically update leads in LeadSimple when they sign up for a meeting via Calendly.

Zapier Tutorial: Update Leads with Calendly Invite Information

Learn how to build a zap to automatically pull leads into LeadSimple when they sign up for a meeting via Calendly.

Zapier Tutorial: Create Leads From Calendly

Learn how to Integrate Facebook Lead Ads with LeadSimple to create leads automatically

Zapier Tutorial: Create Leads from Facebook Ads

Use Zapier to automatically send a direct mailer through Lob or a bulk mailing company when a lead or process is placed in a certain stage.

Zapier Tutorial: Send Direct Mailers (using Lob or Bulk Mailer Companies)

Learn how to get notified anytime a lead opens an email through Zapier.

Zapier Tutorial: Email Open Notifications

See how you could use ChatGPT to write your property descriptions automatically and add them as a note to a LeadSimple process.

Zapier Example: Using ChatGPT to Write Your Property Descriptions

See how you could use Zapier to send messages to Slack when a new process is created, or when a new lead or work order comes in.

Zapier Example: Sending Meaningful Notifications to Slack

See how to use Zapier to create Google Drive or Dropbox folders automatically during the owner/property onboarding processes.

Zapier Example: Creating Google Drive Folders Automatically

Aimee

Zachary

Zapier Tutorials

Demo

Pricing

Resources

Consulting

Give Feedback

Find answers and get help from Intercom Support and Community Experts

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Title

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you