Integrations Guide

Connect your flows with external systems and services. From CRM platforms to marketing automation, learn how to set up reliable integrations that keep your lead data flowing smoothly.

🔌 Popular Integrations

[Facebook Lead Ads Setup](./facebook-lead-ads.md)

Connect Facebook's native lead forms to your flows.

Time: 30 minutes
Level: Intermediate
Tags: intermediate, how-to, integrations, facebook

[Salesforce Integration](./salesforce-integration.md)

Send leads directly to Salesforce CRM.

Time: 25 minutes
Level: Intermediate
Tags: intermediate, how-to, integrations, crm

[Email Marketing Platform Integrations](./email-marketing-integrations.md)

Connect ActiveCampaign, Constant Contact, Mailchimp, and more.

Time: 20 minutes per platform
Level: Beginner
Tags: beginner, how-to, integrations, email

[WordPress/Gravity Forms Integration](./wordpress-gravity-forms.md)

Complete guide to WordPress lead capture with Gravity Forms.

Time: 35 minutes
Level: Intermediate
Tags: intermediate, how-to, source-focused, integrations

[Form Builder Integrations](./form-builder-integrations.md)

Connect popular form builders like 123FormBuilder, Formidable, and Landbot.

Time: 40 minutes
Level: Intermediate
Tags: intermediate, how-to, source-focused, integrations

[LeadsBridge Complete Guide](./leadsbridge-complete-guide.md)

Master LeadsBridge for Facebook and multi-platform integration.

Time: 45 minutes
Level: Advanced
Tags: advanced, how-to, integrations, facebook

[Google Lead Forms Integration](./google-lead-forms.md)

Capture leads directly from Google Ads with lead form extensions.

Time: 30 minutes
Level: Intermediate
Tags: intermediate, how-to, source-focused, google

[Infusionsoft/Keap Integration](./infusionsoft-integration.md)

Complete CRM integration with contact management and automation.

Time: 35 minutes
Level: Intermediate
Tags: intermediate, how-to, crm, integrations

[SendGrid Email Integration](./sendgrid-integration.md)

Transactional and marketing email delivery at scale.

Time: 30 minutes
Level: Intermediate
Tags: intermediate, how-to, email, integrations

[Zapier Integration Guide](./zapier-integration.md)

Connect to 5,000+ apps through Zapier webhooks.

Time: 30 minutes
Level: Intermediate
Tags: intermediate, how-to, integrations, automation

[Webhook Configuration](./webhook-setup.md)

Set up custom webhooks for any system.

Time: 15 minutes
Level: Intermediate
Tags: intermediate, how-to, integrations, api-related

🎯 Integration Patterns

[Real-Time Delivery](./real-time-delivery.md)

Configure instant lead delivery to destinations.

Time: 20 minutes
Level: Intermediate
Tags: intermediate, how-to, integrations, performance-optimization

[Batch Delivery Setup](./batch-delivery.md)

Configure scheduled batch deliveries.

Time: 25 minutes
Level: Advanced
Tags: advanced, how-to, integrations, performance-optimization

[Multi-System Distribution](./multi-system-distribution.md)

Send leads to multiple systems simultaneously.

Time: 30 minutes
Level: Advanced
Tags: advanced, how-to, integrations, distribution

🛠️ Platform-Specific Guides

[HubSpot Connection](./hubspot-setup.md)

Complete HubSpot CRM integration.

Time: 20 minutes
Level: Intermediate
Tags: intermediate, how-to, integrations, crm

[Five9 Dialer Integration](./five9-integration.md)

Connect to Five9 call center platform.

Time: 25 minutes
Level: Intermediate
Tags: intermediate, how-to, integrations, phone

[Google Sheets Integration](./google-sheets.md)

Send leads to Google Sheets for reporting.

Time: 15 minutes
Level: Beginner
Tags: beginner, how-to, integrations, analytics

[Custom API Integration](./custom-api.md)

Build integrations with any API.

Time: 45 minutes
Level: Advanced
Tags: advanced, how-to, integrations, developer-focused

📋 By Integration Type

For CRM Systems

Choose your platform: Salesforce or HubSpot
Configure Field Mappings
Set up Error Handling

For Marketing Platforms

For Custom Systems

Begin with Webhook Configuration
Advanced users: Custom API Integration
Consider Batch Delivery for volume

💡 Integration Best Practices

Test First: Always test with a single lead before opening the floodgates.

Map Carefully: Ensure field mappings match destination requirements exactly.

Handle Errors: Configure retry logic and failure notifications.

Monitor Performance: Check delivery success rates daily.

Document Everything: Keep credentials and configuration notes secure but accessible.

🔧 Common Integration Patterns

The Basic CRM Pattern

1. Source receives lead
2. Acceptance criteria validate
3. Enhancement adds data
4. CRM integration delivers
5. Response logged in events

The Multi-Touch Pattern

1. Lead accepted
2. → CRM (create contact)
3. → Email platform (add to list)
4. → Dialer (create call task)
5. → Analytics (track source)

The Failover Pattern

1. Primary CRM delivery
2. If failed → Secondary webhook
3. If failed → Email notification
4. If failed → Manual queue

🚨 Integration Checklist

Before going live:

Credentials configured and tested
Field mappings verified
Required fields identified
Error handling configured
Test lead processed successfully
Monitoring alerts set up
Documentation completed

Integration Reference - Technical specifications
Field Mappings - Data transformation
Integration Errors - Troubleshooting

🔌 Connected: Great integrations make your lead flow invisible - data appears exactly where it's needed, when it's needed. These guides help you build reliable connections that just work!