LeadTable

lead table is a platform for capturing and managing leads from various sources; integrating it with make com enables users to automate lead collection, enrichment, and distribution workflows directly from their forms and landing pages this is ai generated content based on official leadtable documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www lead table com directly requirements to use the leadtable app in make, you must have an active account, www lead table com for subscription, refer to the www lead table com connect leadtable and {{product name}} to get started, you must first create a connection between leadtable and {{product name}} , allowing the two services to communicate obtain your api key in your leadtable account create the connection in make obtain your api key in your leadtable account before you create the connection in {{product name}} , you should first obtain your api key in your leadtable account to obtain your api key locate your agency email address in the sidebar navigate to settings > account click the button to create a new api key copy the api key displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //docs lead table com/guide/leadtable docs/getting started create the connection in {{product name}} https //www make com/en/register , add the leadtable 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 leadtable account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page leadtable modules after connecting to the leadtable app, you can choose from a list of available modules to build your {{scenario plural lowercase}} update a lead description allows you to update and overwrite the description field of a specific lead by providing its unique id update a lead status update the status of an existing lead to a specified new status add a note to the history of a lead creates a new record in a lead's activity history, documenting a specific interaction or update create a new lead add a new lead to a specified marketing campaign delete a lead by its id permanently removes a lead record from the database, and this action cannot be undone get all leads in a campaign retrieves a list of all leads associated with a specific campaign by entering the campaign's id make an api call executes a custom api request to the connected service using your authorized credentials search a lead by its email address searches for leads using a specified email address and returns a list of all leads associated with that email, as multiple leads may share the same address search a lead by its id retrieve a lead using its unique id and receive all details about the lead, including its description update or create an answer in the lead profile allows you to update the response to a specific question within a selected lead; if the question does not already exist, it will be added as a new field upload a file to a lead uploads a file to a specific lead, making it visible in the uploads section of that lead's profile watch lead status changes triggers when a lead's status is updated to a different stage or category watch new lead creations triggers when a new lead is added to your system watch new lead updates this module is triggered whenever a lead is updated, including actions such as the lead being deleted, the description being modified, the history being changed (such as a note being added or removed), the status being updated, or the profile information being changed 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}} leadtable resources you can have access to more resources related to this app on the following links https //community make com/search?q=leadtable www lead table com https //www lead table com https //www make com/en/integrations/leadtable