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Integration and workflow hub

Connect every lead source to the right team, data and follow-up

Detailed implementation guides for connecting lead sources, ecommerce, calendars, email and accounting to the CRM, with field maps, workflow recipes, testing controls and practical troubleshooting.

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Choose the outcome you need

Every guide covers connection method, field mapping, workflow design, testing, security controls and common failure points.

Shopify

Connect Shopify to Lead Connector, import and sync customers, products, orders and transactions, then automate ecommerce follow-up using CRM purchase data.

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LinkedIn Lead Ads

Connect LinkedIn Lead Ads to Lead Connector, sync and map lead forms, route B2B enquiries, create opportunities and automate sales follow-up.

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TikTok Lead Ads

Connect TikTok Lead Ads to Lead Connector, map instant-form fields, preserve source attribution and automate lead assignment and follow-up.

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QuickBooks and Xero

Connect Lead Connector with QuickBooks or Xero, map customers, products, taxes and invoices, and automate payment-to-CRM handoffs safely.

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Google and Outlook

Connect Google or Outlook calendars and email with Lead Connector, prevent booking conflicts, sync conversations and generate supported meeting links.

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WordPress

Connect WordPress to Lead Connector for forms, web chat, lead capture, external tracking, CRM automation and a controlled website migration path.

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Facebook Lead Ads

Connect Facebook Lead Ads to Lead Connector, map fields, create CRM contacts and opportunities, assign owners, alert Slack and automate fast follow-up.

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Slack

Connect Lead Connector to Slack for new-lead alerts, reply notifications, task routing and pipeline updates using workflow actions or secure webhooks.

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Google Sheets

Connect Google Sheets and Lead Connector to create or update rows, log selected CRM events, map data safely and build reliable webhook-driven workflows.

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Forms and landing pages

Connect Typeform, Jotform, Google Forms, Unbounce and ClickFunnels with Lead Connector for CRM capture, source tracking and automated follow-up.

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Webhooks and API

Build secure Lead Connector webhook integrations with inbound triggers, outbound actions, authenticated JSON, idempotency, retries and monitoring.

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Automation recipes

Build Lead Connector workflows for source tags, reply tasks, email opt-ins, payment pipeline updates, appointments and missed-call SMS follow-up.

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A good integration starts with a clear operating process

One system of record

Keep complete history, ownership and pipeline state in the CRM. Give every connected tool a defined purpose.

A precise event and key

Define exactly what starts the workflow and use a unique ID to make repeated delivery safe.

Minimum necessary data

Send only the fields the destination needs and keep credentials on the server.

Testing and monitoring

Test success and failure paths, then review execution logs, retries and business outcomes.

Connection paths for high-intent app searches

Availability and usage charges can vary by account and plan. Prefer a supported native connector, then use a secure webhook, API or trusted automation platform when the required event is not covered.

Facebook Lead AdsNative lead-form connection and CRM workflowRead the guide
LinkedIn Lead AdsConnect the ad account and form, then map CRM fieldsRead the guide
TikTok Lead AdsConnect the instant form and route each lead immediatelyRead the guide
ShopifySynchronize products, customers, orders and transactionsRead the guide
QuickBooks and XeroConnect customers, invoices and payments with accounting controlsRead the guide
Google and OutlookConnected calendars, email and supported meeting linksRead the guide
WordPressCRM forms, chat and tracking for an existing websiteRead the guide
SlackSlack workflow action or secure outbound webhookRead the guide
Google SheetsCreate-row or update-row workflow actionRead the guide
Typeform, Jotform and Google FormsSupported form submission triggerRead the guide
Unbounce and ClickFunnelsSupported connector or inbound webhookRead the guide
WebinarJam and ManyChatAvailable connector or documented webhook/API mappingRead the guide
WooCommerceSecure webhook with a unique order ID until a dedicated guide is availableRead the guide

Direct answers to common automation questions

Learn how to tag contacts by lead source, create tasks after replies, start opt-in email follow-up, move pipelines after payment, connect online booking and respond to missed calls.

View automation recipes
Source tagging
Reply task
Opt-in email
Payment stage
Online booking
Missed-call SMS

Lead Connector integration FAQs

What are Lead Connector integrations?

They connect the CRM with lead sources, team tools and data systems such as Facebook Lead Ads, Slack, Google Sheets, forms and webhooks.

Are all Lead Connector integrations native?

No. Some apps offer native workflow triggers or actions, while others require a webhook, API or automation platform. Verify current availability and usage charges in your account.

Which integration should I build first?

Start with the lead source that drives the most volume and the business outcome that matters most, usually contact capture, ownership and first response.

How do I prevent duplicate contacts?

Normalize email and phone, use a unique submission or event ID, define create-or-update behavior and control workflow re-entry.

Start with one reliable workflow

Choose the lead source and business outcome. We can help map the fields, ownership, follow-up and test plan.

Talk to our team