Integrations

Learn about our integrations with Zapier, MailChimp and PM Data Sync

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30 articles in this collection
Written by Chris, Matt, Zachary and 5 others
Zapier

Reactive Process Workflows with Zapier

Trigger a stage change in a process based on an answer in an email, and more!
Shannon avatar
Written by Shannon
Updated over a week ago

What is Zapier? How does it work and how can I use it?

Learn how you can use Zapier to easily integrate your LeadSimple with hundreds of other softwares to create your own custom automations.
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Written by Aimee
Updated over a week ago

Zapier Tutorial: Email Open Notifications

Learn how to get notified anytime a lead opens an email through Zapier.
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Written by Aimee
Updated over a week ago

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

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.
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Written by Quincy
Updated over a week ago

Zapier Tutorial: Create Leads from Facebook Ads

Learn how to Integrate Facebook Lead Ads with LeadSimple to create leads automatically
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Written by Zachary
Updated over a week ago

Zapier Tutorial: Create Leads From Calendly

Learn how to build a zap to automatically pull leads into LeadSimple when they sign up for a meeting via Calendly.
Aimee avatar
Written by Aimee
Updated over a week ago

Zapier Tutorial: Update Leads with Calendly Invite Information

Learn how to build a zap to automatically update leads in LeadSimple when they sign up for a meeting via Calendly.
Rachel avatar
Written by Rachel
Updated over a week ago

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

Learn how to update a lead's stage automatically and have a reminder text go out to them with the event date and time!
Aimee avatar
Written by Aimee
Updated over a week ago

Zapier Tutorial: How to Connect Google Sheets and LeadSimple

Learn how to automate the import of leads from a spreadsheet by connecting Google Sheets and LeadSimple through Zapier.
Aimee avatar
Written by Aimee
Updated over a week ago

Zapier Tutorial: Parse Emails to Trigger Process in LeadSimple

Want to automatically trigger a process from an email? This will show you how to do it with Zapier 🚀
Rachel avatar
Written by Rachel
Updated over a week ago

Zapier Tutorial: Create and Send DocuSign

Learn how to build a zap to automatically create management agreements or leases in Docusign with information from LeadSimple
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Written by Quincy
Updated over a week ago

Zapier Tutorial: Create and Send PandaDoc

Learn how to build a zap to automatically create management agreements or leases in PandaDoc with information from LeadSimple
Rachel avatar
Written by Rachel
Updated over a week ago

Zapier Tutorial: Create & Send a PDF

Ever wanted to send a generated PDF with dynamic data?
Zachary avatar
Written by Zachary
Updated over a week ago