LeadFlow

leadflow manager is a mobile first platform for capturing and managing leads in field sales, offering tools for territory, appointment, and rep management integrating with make com would automate lead flows and notifications across sales and marketing systems 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 support 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 leadflow account and a subscription to the essential plan on make com, create your account on leadflow app installation to install this app, you need admin, owner, or app developer permissions organizations start by installing the app from the make integration page click the install button and 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 plan, as api access is restricted to pro plan users navigate to the section where api tokens or keys are managed, typically labeled as api, developer settings, or similar locate and copy 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}} log in in your make account , 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 connect an application 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, helping you stay up to date with the latest contacts in your system make an api call allows you to make a custom api request to the connected service using your own parameters and settings, giving you flexibility to access features or data not covered by the standard modules watch leads triggers whenever a new lead is added to your system, allowing you to automatically start workflows or actions based on each new lead’s creation templates you can look for more templates in make's template gallery , 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 leadflow website leadflow documentation leadflow api documentation leadflow page on make