LeadConnector integration
Lead Connector - Go High Level. Use LeadConnector from Zoft voice agents, chat agents, workflows and AI employees.
- Sign in with OAuth
- 11 actions
- 4 triggers
- Starts with
New Contact - ZoftAgent or workflow decides what happens next
- Then in LeadConnectorCreate Task
- AndCreate Contact
Zoft + LeadConnector
What Zoft can do with LeadConnector.
- 01Voice agentsA phone agent can use LeadConnector actions such as Create Task and Create Contact during the call, then hand off to a person when it should.
- 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update LeadConnector while it talks to the customer.
- 03WorkflowsStart a workflow when “New Contact” happens in LeadConnector, or use LeadConnector as any step on the canvas.
- 04AI employeesAn AI employee can find and use LeadConnector actions on its own, and ask for your approval before it sends or changes anything important.
Actions 11
Things Zoft can do in LeadConnector.
- Create TaskCreate a new task.
- Update TaskUpdate a task.
- Create ContactCreate a new contact.
- Update ContactUpdate an existing contact.
- Custom API CallMake a custom API call to a specific endpoint
- Search ContactsSearch for contacts with a search query.
- Create OpportunityCreate a new opportunity.
- Update OpportunityUpdates an existing opportunity.
- Add Note to ContactAdd a new note to a contact.
- Add Contact to CampaignAdd an existing contact to a campaign.
Show all 11Show fewer
- Add Contact to WorkflowAdd an existing contact to a workflow.
Triggers 4
Events in LeadConnector that can start a workflow.
- New ContactTrigger when a new contact is added.
- Contact Created or UpdatedTrigger when a contact is created or updated.
- New OpportunityTrigger when a new opportunity is added.
- New Form SubmissionTrigger when a form is submitted.
Setup
Connect LeadConnector in three steps.
- 01ConnectChoose LeadConnector in Connections and approve access in the LeadConnector sign-in window. Zoft never sees your password.
- 02Put it to workAdd LeadConnector as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
- 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
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FAQ
LeadConnector on Zoft, answered.
What can Zoft do with LeadConnector?
Zoft supports 11 actions and 4 triggers for LeadConnector. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect LeadConnector to Zoft?
Choose LeadConnector in Connections and approve access in the LeadConnector sign-in window. Zoft never sees your password.
Can a voice agent or chat agent use LeadConnector?
Yes. Once LeadConnector is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.
Can an AI employee work in LeadConnector without supervision?
Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.