What you'll need
A Zapier account (the free plan works for low-volume setups, but most contractors will want a paid plan for unlimited tasks)
Access to the app you want to connect on the other end (CRM, spreadsheet, SMS tool, etc.)
Step 1: Open the Zapier integration in LeadSource
Go to Integrations
Find the Zapier card and click Connect
[SCREENSHOT: Zapier card on the Integrations page]
You'll be given a link to the LeadSource Zapier app and an API key (or a one-click authorization).
Step 2: Create a new Zap
Log in to your Zapier account and click Create Zap.
[SCREENSHOT: Zapier "Create Zap" screen]
Step 3: Set up the trigger
Search for LeadSource as the trigger app.
[SCREENSHOT: Zapier trigger app search showing LeadSource]
Pick the trigger event:
New Lead — fires whenever a new lead is delivered to your account
Connect your LeadSource account by signing in or pasting the API key from the LeadSource integration page.
[SCREENSHOT: Zapier connecting to LeadSource account]
Step 4: Test the trigger
Zapier will ask for a sample lead. If you have recent leads in your LeadSource account, Zapier will pull one in as a test sample. If you don't, send a test lead from the LeadSource integration page first.
[SCREENSHOT: Zapier test trigger showing sample lead data]
Step 5: Set up the action
Now pick what should happen when a new lead comes in. Zapier supports thousands of apps. Some common contractor setups:
HubSpot: Create a new contact and deal
ServiceTitan: Create a new customer record
JobNimbus: Create a new lead
Google Sheets: Add a row with the lead details (great for simple tracking)
Slack: Post the lead to a #leads channel for your team
Twilio: Auto-text the homeowner
Map the LeadSource fields to the action app's fields. Standard fields LeadSource sends:
First Name
Last Name
Phone
Email
Address (and individual city, state, ZIP)
Trade
Job Type
Notes
Lead ID
Submitted At (timestamp)
Campaign Name
[SCREENSHOT: Zapier field mapping screen]
Step 6: Test the action
Run the test. Confirm the lead lands correctly in the destination app.
[SCREENSHOT: Zapier test action showing successful delivery]
Step 7: Turn the Zap on
Click Publish. Your Zap is live. Every new lead will flow through it.
[SCREENSHOT: Zapier publish/on toggle]
Multi-step Zaps
You can chain multiple actions in a single Zap. For example:
Trigger: New LeadSource Lead
Action 1: Create contact in your CRM
Action 2: Add a row to a Google Sheet for tracking
Action 3: Post a message in Slack
This requires a paid Zapier plan.
Troubleshooting
Leads aren't appearing in Zapier: Check that the Zap is turned on. Check the Zap History in Zapier for errors.
Fields are showing as empty: Make sure you mapped the LeadSource fields to the right destination fields in the action step.
Test lead works but real leads don't: This is almost always a Zap that got turned off or paused. Open the Zap and confirm it's set to On.
Disconnecting
To disconnect, turn off your Zaps in Zapier, then come back to Integrations in LeadSource and click Disconnect on the Zapier card.