Lead Liaison's Zap allows 300+ different applications to interact with Lead Liaison. When an event happens in Lead Liaison it triggers an event in the 3rd party application. Vice versa too, when an event happens in the 3rd party application it triggers and event in Lead Liaison. Use cases are endless - but don't worry, we provided a few of them for you to stimulate ideas. The Zap provides extensive integration with multiple CRMs, financial systems, project management systems and more. Contact us to be invited to use the Lead Liaison Zap.
To assign Lead Ownership you can directly pick a lead owner from the list of Lead Liaison users in the dropdown. Alternatively, if you want to drive lead ownership from the Trigger value, choose Use a Custom Value in the dropdown. The Custom Value for Lead Owner can be the Lead Liaison user's username or email address.
Use Case Examples
Below are some example uses for a Zap. These use cases are meant to stimulate ideas only. Use cases are unlimited with 300+ applications having their own Zap and several Triggers and Actions within each application. As a result, 10s of thousands of combinations and Zaps can be made.
Leave a Message with a Person Who Submits a Webform
Create your Zap in Lead Liaison
Connect your Lead Liaison account and give it a name:
After clicking the Continue button, Zapier will ask you to authenticate your account. Click the Continue link on the authentication popup:
Click the Continue button after your Lead Liaison account is authenticated:
Connect your Twilio account:
Optionally set up filter conditions for the web form submission. If the filter conditions are met then the system will fire the Trigger. In this case, since we want to call the number and leave a voice message, we'll check if the Work Phone is available when the form is submitted. If there's no work number it doesn't make sense to attempt a call.
Enter the details of the Trigger:
Make sure your Zap is turned on. All done!
E.164 Phone Number Format
Twilio will output an error if the phone number is not in E.164 format.