LeadFlow by Maxmel Tech

with leadflow manager modules in make, you can automate lead assignment, trigger notifications, sync schedules, and manage field rep activity for industries like solar and roofing, streamlining field sales operations directly from your workflows this is ai generated content based on official leadflow documentation the content may still contain errors—please verify important information if you have questions, contact https //www leadflowmanager com/api docs directly how to get support on leadflow leadflow is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=leadflow\&app slug=leadflow community\&app unique id=lead flow lgqc53 requirements to use the leadflow app in make, you must have an active professional plan account and a bearer access token, https //www leadflowmanager com app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/leadflow community/ click the install button follow the on screen instructions to complete the setup connect leadflow and {{product name}} to get started, you must first create a connection between leadflow and {{product name}} , allowing the two services to communicate you can connect using the following method bearer token bearer token instructions you need to obtain your access token login to your leadflow manager account using your credentials ensure your account is subscribed to the professional (pro) plan, as api access is restricted to pro plan users navigate to the section where api or integration settings are managed locate your access token, which is required for authentication some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=leadflow\&app slug=leadflow community\&app unique id=lead flow lgqc53 create the connection in {{product name}} https //www make com/en/register , add the leadflow module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your leadflow account or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page leadflow modules after connecting to the leadflow app, you can choose from a list of available modules to build your {{scenario plural lowercase}} list leads fetches a list of the most recently added leads, allowing you to view and work with the latest lead information make an api call allows you to make a custom, authorized api request to the connected service, giving you flexibility to access endpoints or features not covered by other modules watch leads triggers whenever a brand new lead is added to your system, allowing you to automatically start workflows or actions based on each new lead creation templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} leadflow resources you can have access to more resources related to this app on the following links https //www leadflowmanager com https //startintegrate com/apps/crm sales/lead flow lgqc53 https //www leadflowmanager com/api docs https //www make com/en/integrations/leadflow community