LeadFlow Manager by Codex Solutions International
  | LeadFlow Manager is a platform for managing field sales and leads, offering workflow tools, territory mapping, and analytics for canvassing teams. Integration with Make.com would streamline lead handling, automate notifications, and enhance sales workflow connectivity. |
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This is AI-generated content based on official LeadFlow Manager documentation. The content may still contain errors—please verify important information. If you have questions, contact LeadFlow Manager directly.
How to get support on LeadFlow Manager
LeadFlow Manager 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%20Manager&app_slug=leadflow-manager-community&app_unique_id=leadflowmanager-1t3dfj.
Requirements
To use the LeadFlow Manager app in Make, you must have an active Professional plan account and a Bearer access token, create your account on LeadFlow Manager.
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 Manager and Make
To get started, you must first create a connection between LeadFlow Manager 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 plan, as API access is restricted to Pro plan users.
Navigate to the section of the platform where API credentials or tokens are managed.
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%20Manager&app_slug=leadflow-manager-community&app_unique_id=leadflowmanager-1t3dfj.
Create the connection in Make
Log in in your Make account, add the LeadFlow Manager 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 Manager 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 Manager modules
After connecting to the LeadFlow Manager 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 Manager resources
You can have access to more resources related to this app on the following links :