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. |
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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 LeadFlow 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, create your account on LeadFlow.
App installation
To install this app, you need Admin, Owner, or App Developer permissions. Learn more about organization roles.Learn more about organization roles
Go to the Make integration page.
Click the Install button.
Follow the on-screen instructions to complete the setup.
Connect LeadFlow and Make
To get started, you must first create a connection between LeadFlow and Make, 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 Make
Log in in your Make account, add the LeadFlow module to your scenario, 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 Connect an applicationConnect an application. page.
LeadFlow modules
After connecting to the LeadFlow app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, where you'll find thousands of pre-created scenarios.
LeadFlow resources
You can have access to more resources related to this app on the following links :