LeadTable Portal

Shape the portal the way you want it and build a look of your own, with your logo and your colours!

Set up your own branding

Connect your own domain to LeadTable

This article walks you through creating your first client along with their campaign. 🚀😊

Creating your first client and campaign

Create and connect webhooks, upload CSV files or use direct integrations to keep your leads under control. 🚀📊

Connect your lead source

Connect your data sources and configure your campaign so it performs and your leads get worked properly. 🚀📊

Setting up your campaign

Jakob Kanitz

Fabian Soldner

Learn how to hit the ground running with LeadTable

Getting started with LeadTable

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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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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.

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

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

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

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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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