Marketing
LeadFlow by Maxmel Tech
11 min
leadflow manager streamlines lead management for field sales teams with automation, real time tracking, and analytics integrating with make com enables seamless workflow automation, connecting lead data with other business tools for improved efficiency and productivity 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 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 retrieve your access token login to your leadflow manager account using your credentials ensure that your account is subscribed to the professional plan, as api access is only available for pro plan users navigate to the section of the platform where api credentials or tokens are managed, such as the api or developer settings area locate and retrieve your access token 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 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 and displays a list of your most recently added leads, allowing you to easily view and manage new contacts make an api call allows you to make a custom api request to the connected service using your own parameters and settings this lets you access features or endpoints that may not be available in the standard modules watch leads triggers whenever a brand new lead is added to your system, allowing you to automatically start workflows or take action as soon as a potential customer expresses interest 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 make com/en/hq/app invitation/081dffdadb1bec064e56f115eb281790 https //www make com/en/integrations/leadflow community