Integrations
Bring leads in from forms, portals, IndiaMART and other tools, and send data out through the API, webhooks, Zapier and exports.
10 articles
Articles
- Leadnote Integrations hub: what you can connect See how the Leadnote Integrations hub works, who can use it, what the status labels mean and which ways of bringing leads in are available. 4 min read
- Create, rotate and revoke Leadnote API keys Create a Leadnote API key with the right scopes, send it in the x-api-key header, rotate it without downtime and revoke it when it is lost or leaked. 4 min read
- Leadnote public API: create, read and update leads Developer guide to the Leadnote public REST API. Authenticate with an API key, create leads, read and update them, list your lists and handle errors. 4 min read
- Leadnote webhooks: events, signatures and retries Send signed lead events from Leadnote to your own server, verify the signature, understand retries and replays, and rotate the signing secret safely. 4 min read
- Connect Zapier to Leadnote with Webhooks by Zapier Send leads from any Zapier app into Leadnote, and send Leadnote lead events to a Zap, using Webhooks by Zapier, an API key and a Leadnote webhook. 4 min read
- Capture IndiaMART and lead portal enquiries in Leadnote Connect IndiaMART with your CRM key, and send enquiries from JustDial, TradeIndia, 99acres, MagicBricks, Housing.com and other portals through a webhook URL. 5 min read
- Turn Google Forms and Typeform responses into leads Connect Typeform with a personal access token, or Google Forms with a small Apps Script, map the questions to lead fields and capture every response. 4 min read
- Log calls and use click-to-call with cloud telephony Connect Twilio Voice, Exotel or a generic IVR webhook to log calls on leads, create leads from missed calls and place click-to-call calls from a lead. 5 min read
- Send lead stage changes to Meta with Conversions API Connect a Meta CRM dataset with a dataset ID and access token, test it, map lead stages to event names and turn on delivery from Leadnote to Meta. 4 min read
- Export customers and invoices for accounting software Export Leadnote customers and invoices as import-ready CSV or Tally XML files for QuickBooks, Sage, Xero, Zoho Books or Tally, with filters and history. 4 min read
Browse by topic
- Getting started Create your Leadnote account, find your way around, set up your organisation, use Leadnote AI and bring in your first leads. 10 articles
- Sales and invoicing Set up your product catalogue, then send quotes, take sales orders, issue invoices with GST or other taxes and record payments. 13 articles
- Leads Add, find, qualify, assign, import, export and clean up leads and customers in Leadnote. 18 articles
- Team and permissions Add users, choose roles, organise teams, control who sees which leads and hand out new leads fairly. 9 articles
- Follow-ups and tasks Schedule follow-ups, get reminded, clear overdue work, plan with the calendar and manage to-dos so no lead goes quiet. 10 articles
- Lists and lead capture Organise leads into lists, then fill them automatically with forms, landing pages, QR codes, business cards and contact imports. 15 articles
- Messaging Connect email, SMS and WhatsApp, write templates, run campaigns, and track delivery, limits and unsubscribes. 9 articles
- Mobile app Use Leadnote on your Android phone: sign in, sync, work offline, add leads, check in at visits, get reminders and manage app permissions. 13 articles
- Reports Read the dashboard, activity and team reports, analyse your leads, and export or print the results. 8 articles
- Settings and billing Set up your organisation, lead stages, sources, tags and custom fields, working hours, and manage your plan, payments and invoices. 9 articles
- Security and privacy Protect your Leadnote account with two-factor authentication, manage sessions and passwords, read the audit log, export your data and understand how deletion works. 9 articles
- Troubleshooting Symptom-first fixes for sign-in problems, missing emails, mobile sync, imports, duplicates, permissions, messages, lead capture, plans and support. 10 articles