LeadTable Portal

Portal

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Jakob Kanitz

Fabian Soldner

Learn how to hit the ground running with LeadTable

Getting started with LeadTable

Your guide to getting started fast and getting the most out of LeadTable

Guides & tutorials

David Terrey

Connect LeadTable to your tools and automate your workflow

Integrations & connections

Manage your account, adjust your subscription and keep an eye on your invoices

My account & subscription

Marius Albrecht

Guides and information on the new WhatsApp Business module

WhatsApp Business module

Guides and information on the Portal Builder module

Portal Builder module

Everything that matters about protecting your data, and the security measures at LeadTable

Data protection

Solutions and help for the problems and questions that come up most

Troubleshooting

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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