Keep contacts up to date in both LeadCenter and Salesforce automatically. Whether a lead is created or updated, the integration ensures both platforms reflect the latest data—no toggling or re-entry needed.
Smarter Contact Filtering
Want to sync only leads from a seminar campaign? Or specific online forms? With source and medium-based filters, only the right contacts flow between systems—keeping your pipelines clean and relevant.
No-Code, Fully Configurable via Zapier
This integration runs on Zapier—no dev resources required. Set up custom triggers based on creation, updates, or specific field values. The power is in your hands.
Purpose-Built for Financial Advisors
Built with the advisor workflow in mind, this integration supports seamless follow-ups, cleaner CRM records, and a more efficient lead management process for RIAs and wealth managers.
It’s powered by Zapier, allowing you to configure and automate two-way contact syncing without custom development.
Contact details, including name, phone, email, lead source, and medium—depending on how your Zap is configured.
Yes. You can set filters in Zapier based on source, medium, or update triggers to control what gets synced.
The integration works forward-moving. We recommend syncing new or updated records to avoid overwriting existing data.
Absolutely. Our support team can guide you through setup or even assist with Zap creation. Just reach out to support@leadcenter.ai
Ready to connect Salesforce and LeadCenter?
Save time, reduce errors, and automate lead flow between platforms.
Automate your marketing, sales, and operations processes and increase your lead-to-business conversion rates with a fully automated platform designed specifically for financial advisors.
