CRM and Sales tools
LeadFlow Manager by Codex Solutions International
11 min
leadflow manager is a crm and customer support tool that automates lead capture, tracking, and nurturing integrating it with make com enables users to streamline workflows, centralize communications, and boost lead conversions through automation 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 organizations go to the make integration page click the install button follow the on screen instructions to complete the setup connect leadflow manager and {{product name}} to get started, you must first create a connection between leadflow manager and {{product name}} , allowing the two services to communicate you can connect using the following method api keys api keys instructions you will receive your api key via email after purchasing access complete your payment for the leadflow manager app check your email inbox for a message from codex solutions international locate the email containing your unique access code 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 {{product name}} log in in your make account , add the leadflow manager 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 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 application page leadflow manager modules after connecting to the leadflow manager app, you can choose from a list of available modules to build your {{scenario plural lowercase}} get new leads fetch new leads from leadflowmanager, allowing you to specify a starting point using the 'since' parameter this module can also check for updates at regular intervals with polling support, so you always have the latest lead information make an api call allows you to make a custom, authorized api request to the connected service, so you can access features or data not covered by the standard modules templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} leadflow manager resources you can have access to more resources related to this app on the following links leadflow manager website leadflow manager documentation leadflow manager api documentation leadflow manager page on make