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LeadTable’s Zapier integration

Build automated workflows and connect LeadTable to the apps you already use, through Zapier. 🚀🔗

Written by Fabian Soldner

Invite to the Zapier integration

Our Zapier app is still invite-only. To use the integration, follow this link: Zapier invite.

We’re working on getting our Zapier app verified right now!

LeadTable as a trigger

These are the triggers we offer in Zapier:

  1. New Lead

    • Fires when a new lead is created. Perfect for pushing new leads into other systems automatically.

  2. Lead Status Changed

    • Fires when a lead’s status changes. Ideal for reacting to movement in your lead process.

    • Example: notify your sales team when a lead’s status changes to "In contact".

  3. Lead Updated

    • Fires when a lead is updated. That covers status changes, description changes and added notes.

    • Example: update a lead’s information in your project management tool automatically whenever the lead changes in LeadTable.

LeadTable as an action

Zapier doesn’t only use LeadTable as a trigger, it can carry out actions in LeadTable too. Here’s what’s available:

  1. Add Note

    • Adds a note to a lead’s history. Useful for meeting links or extra context.

    • Example: add a note with the meeting details automatically whenever a new appointment lands in your calendar.

  2. Change Status

    • Changes a lead’s status. Ideal for keeping progress up to date.

    • Example: move a lead to "In contact" when they reply to an email.

  3. Create New Lead

    • Creates a new lead in LeadTable. Perfect for collecting leads from all sorts of sources in one place.

    • Example: create a lead in LeadTable automatically whenever a form on your website is submitted.

  4. Delete Lead

    • Deletes a lead by its ID. Handy for clearing out stale or faulty leads.

    • Example: delete a lead automatically when it’s marked closed in another system.

  5. Update or Create Answer

    • Updates or creates the answer to a question on your lead. Extremely useful for adding upload links to files.

    • Example: update the answer to a question automatically when a file is uploaded in another system.


With these triggers and actions you can slot LeadTable into the workflows you already run and build automated processes that genuinely save you time. If you have questions about a particular set-up, get in touch with our support and we’ll help you out!

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