Sales today is a far cry from the days of cold calls and paper order forms. Modern sales teams are part strategists, part tech experts—juggling digital ad funnels, speedy outreach, and personalized communication across SMS, email, and video.
The right customer relationship management (CRM) tool can go a long way toward simplifying the sales process. LeadConnector is an AI-powered CRM platform that can help your team manage leads, even in high volumes across multiple sales reps.
But sometimes the digital noise can still get in the way of doing the most important part of your job: actually nurturing leads. Zapier lets you connect LeadConnector with the rest of your team's most-used apps, reducing the time you spend on data entry and creating a reliable, scalable process. From collecting leads to enriching prospects before they land in your CRM, here are some of the top ways to help you get started.Â
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To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.
Collect leads automatically
Your leads (hopefully) find you in several places. But that means if you want to keep your CRM organized and up to date, you have to keep your eye on website contact forms, social media ad campaigns, and more. And that's not to mention remembering to enter new email inquiries and calls into LeadConnector.
As your business grows, the number of prospects will increase—which means you could easily spend all your time just wrangling contact information from multiple lead sources. Automation lets you funnel all incoming leads neatly into your CRM, giving you time to actually nurture leads and close deals.
From forms
If you collect lead data using a form, you can use one of these Zaps to add that information to LeadConnector (or add them directly to a specific campaign in LeadConnector) automatically. Whenever a new entry is submitted in Typeform, Gravity Forms, or Jotform, Zapier will add a new contact or opportunity in LeadConnector. Or if that lead's profile already exists in your system, Zapier will update it with the new form information. That way, you'll keep your CMS up to date without any double entry.
Add or update LeadConnector contacts with new Typeform entries
Add or update LeadConnector contacts from new Gravity Forms submissions
Add leads to campaigns from new Typeform responses
Add or update LeadConnector contacts from new Jotform submissions
Pro tip: You can even add a filter step to only capture leads that meet a specific value threshold—like those who've expressed a budget over £5,000 or selected an enterprise plan. Then once your Zap is set to your preferences, you can focus on high-priority leads without overwhelming your sales team.
From ad campaigns and funnels
When a lead clicks on your social media ad or landing page, that's when they're most open to hearing more from you. It's crucial to follow up while you still have their attention.
These Zaps send new lead information from Facebook Lead Ads, ClickFunnels, or TikTok straight to your CMS. That way, you have everything you need for prompt follow-up.
Add or update LeadConnector contacts for new leads in Facebook Lead Ads
Add or update LeadConnector contacts with new contact activity in ClickFunnels Classic
Add or Update LeadConnector Contacts for New LinkedIn Ads Leads
Add or update LeadConnector contacts with new TikTok Lead Generation leads
Did you know? Not all lead data comes through in the exact format your CRM expects. You can add a formatter step to clean up or adjust fields—like capitalizing names or converting date formats—so everything fits neatly into your CRM without manual cleanup.
From meetings and events
From meetings to webinars, few actions signal interest as clearly as someone taking the time to engage live with your team. Whether a lead registers for a webinar or books a call with you directly, it's a strong buying signal—and you probably jump straight into the conversation. Your focus is on nurturing that lead (as it should be), but it's all too easy to forget to update your CRM with that lead's information.Â
Don't let interested prospects slip through the cracks. These Zaps add new leads from your calendar booking and webinar apps, ensuring each interaction makes it into LeadConnector for follow-up later.
Add or update LeadConnector opportunities for new Calendly invitees
Add or update LeadConnector contacts when new Calendly invitees are created
Add new Zoom meeting registrants to LeadConnector contacts.
Add or update LeadConnector contacts with new WebinarJam / EverWebinar registrations
You can also set up automated workflows to send information from emails directly to your CRM. Use Email Parser by Zapier to extract lead information from incoming emails or have Zapier watch for labeled emails in Gmail. Or, if you use a dedicated Gmail address for inquiries, you can send every new email to LeadConnector.
Add or update LeadConnector contacts with new emails in Email Parser by Zapier
Create and update LeadConnector opportunities from new labeled Gmail emails
Create or update LeadConnector contacts from new Gmail emails
From anywhere else
If the tool you're using to gather leads doesn't have a Zapier integration, you still have options. A custom webhook is an easy way to add lead data from other apps to your CRM.Â
Whether you use an obscure form builder or a custom meeting scheduler, you can still save time with automation. You can even add a ChatGPT step to summarize information (like an inquiry message or sales call transcript) before sending that update to LeadConnector. These templates can help get you started.
Capture raw hooks in Webhooks by Zapier and add new leads to campaigns in LeadConnector
Create or update contacts in LeadConnector for newly caught webhooks
Send lead data to a spreadsheet
LeadConnector is a great tool for managing and connecting with leads on a daily basis—but you probably want a backup storage option for your lead information. Tools like Google Sheets and Zapier Tables let you keep a copy of your most essential sales data, not to mention sort, filter, and analyze trends in lead generation and conversion over time.Â
A spreadsheet also works as a central source of truth that makes it easier to stay consistent across your organization. Not everyone in your business uses LeadConnector or your other sales tools—but odds are good everyone is familiar with spreadsheets.
These Zaps let you create automatic backups of your LeadConnector contacts. Anytime a pipeline stage changes in LeadConnector, a new matching row is created in Google Sheets or Zapier Tables.
Log Google Sheets rows when HighLevel pipeline stages change
Create records in Zapier Tables when pipeline stages change in LeadConnector
You can also use automation to add contacts in LeadConnector for new spreadsheet rows. If you exported leads to Google Sheets from another app and now want to upload them to LeadConnector, use one of these Zaps to simplify the process.
Add/update LeadConnector contacts from new or updated Google Sheets team drive rows
Add or update LeadConnector contacts from new Google Sheets rows
Notify your team about new lead activity
As leads progress through the deal cycle, it's important to keep your team in the loop. Otherwise, sales reps might miss an opportune time to reach out, and an engaged prospect could slip through the cracks.
With the Zaps below, you can send messages to your team—via Slack, Teams, or email—when the pipeline stage changes for a contact, giving everyone an accurate and up-to-date view of the lead funnel.
Send channel messages in Slack for new stage changes in LeadConnector pipelines
Send direct messages in Slack for updated pipeline stages in LeadConnector
Update Microsoft Teams with messages when LeadConnector pipeline stages change
Send emails via Gmail for new changes to LeadConnector pipeline stages
Send outbound emails in Email by Zapier when pipeline stages change in LeadConnector
Pro tip: To avoid spamming your Slack channel or inbox with every new lead, you can always use a filter step to limit notifications to only certain types of activity (like a high-value lead). Or, use a paths step to route prospects to the right sales rep based on certain criteria.
Enrich new leads with AI
Capturing a lead is just the start of the lead management process. What really drives conversions is how well you understand and prioritize them. By layering in AI-powered enrichment and scoring, you can automatically qualify leads before they reach LeadConnector. That way, you can focus your efforts on the ones most likely to convert.
These Zaps enrich new prospects you capture with apps like Clearbit or Seamless.AI—so you're not just collecting leads, you're collecting qualified leads. Then, with that enriched context, you can easily send them to LeadConnector for routing and follow-up.Â
Create new leads in LeadConnector for new contacts in Seamless.AI
Enrich Facebook leads with Clearbit and add to LeadConnector
Optimize your lead management by automating LeadConnector
LeadConnector is a powerful AI-powered CRM for managing customer relationships, but it can be almost impossible to scale your lead generation efforts when you rely solely on manual processes. Thankfully, Zapier allows you to automate your entire lead lifecycle—from capturing and enriching leads to routing prospects to the right team.Â
And you're not limited to two-step Zaps, either. In fact, when you build an automated system to manage your sales processes, you unlock even more potential.Â
For example, here's how a hypothetical sales team might visualize their automated lead management system (diagrammed with Zapier Canvas):
The best sales process involves an airtight lead funnel. You need a chance to stay in touch with prospects at all stages of their journey—and make sure none of them slip through the cracks along the way. By automating LeadConnector with Zapier, you can do precisely that.
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This article was originally published in June 2023, with previous contributions by Will Harris and Nicole Replogle. It was most recently updated in May 2025 by Elena Alston.
