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 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 https //www leadflowmanager com/ 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, 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 manager community/ 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 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 {{product name}} https //www make com/en/register , 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 docid\ so88fm6pkt0g adkddfzz 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 newly added leads from leadflowmanager, with the option to use the 'since' parameter to only get leads created after a specific time this module can also be set to check for new leads automatically at regular intervals make an api call allows you to send a custom, authorized api request to the service, enabling you to interact with features or endpoints not covered by the standard modules 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 manager resources you can have access to more resources related to this app on the following links https //www leadflowmanager com/ https //codexsolutionsint com/leadflowmanager https //www make com/en/hq/app invitation/281c71a332a2611853411373aec291f1 https //www make com/en/integrations/leadflow manager community