LeadCenter + Zapier Integration: Automate Your Advisor Workflows

Use Zapier for workflows that aren't covered by your direct LeadCenter integrations. Bring in new contacts, keep them up to date and alert your team.
Meta Lead Ads and Google Sheets sending data through Zapier into LeadCenter

Reduce Manual Data Entry

Less manual data entry

Automate Custom Workflows

Custom workflows

Connect Your Apps Seamlessly

Connect your apps

Bring In Contacts From the Tools You Already Use

Some tools advisors rely on, like Meta lead ads and Google Sheets, can’t connect to LeadCenter directly. Zapier closes that gap.

Add a Find Contact step first. Zapier updates the contact if it exists, or creates it with its source and campaign.
Meta Lead Ads and Google Sheets leads go through Zapier, which finds the contact by email, updates it if found or creates it if not, with Source and Campaign mapped in LeadCenter
A new or updated LeadCenter contact goes through Zapier and posts an alert to a Microsoft Teams channel

Put New Contacts to Work Right Away

When a contact is added or updated in LeadCenter, Zapier can pass it along. Post it to a Microsoft Teams channel so your team can follow up, without anyone re-typing the details.

Alert Your Team About Appointments

When an appointment is booked or changed in LeadCenter, a Zap can post an alert to your Microsoft Teams channel.

Calendar sync with Google Calendar, Outlook and Redtail is built in, so it doesn’t need Zapier.
A confirmed LeadCenter appointment goes through Zapier and posts an Appointment booked alert to a Microsoft Teams channel
Zapier is a third-party automation tool that connects different apps. Use Zapier for workflows that aren't covered by your direct LeadCenter integrations, such as bringing in contacts from Meta lead ads or Google Sheets, or posting alerts to Microsoft Teams.

Yes. In LeadCenter, go to Settings, then Integrations, open the Zapier card and generate a personal access token. Then connect your LeadCenter account in Zapier and paste the token. If you need help, our support team is available at (888) 291-7116 or support@leadcenter.ai.

Zapier connects to LeadCenter with a personal access token that you generate in LeadCenter. The token is shown only once, so store it safely. If it is ever lost, you can generate a new one from the Zapier card.
Yes. Zapier offers triggers, actions and filters, so you can build workflows that fit the way your firm works.
No. Zapier lets you build workflows without any coding. If you get stuck, our support team can walk you through it.
Yes. Zapier supports multiple account connections, so you can build workflows for different LeadCenter accounts from the same Zapier account.

Keep Your Contacts in Sync Across Your Apps

Tired of updating contacts by hand across multiple platforms? With the LeadCenter and Zapier integration, your contact data stays in sync automatically.
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