LeadSource

LeadSource can push leads directly to whatever tools you already use. This article gives you an overview of what's available and helps you pick the right integration for your setup.

Integrations overview

If you use GoHighLevel as your CRM, you can connect it directly to LeadSource and route leads straight into a specific pipeline and stage. This article walks you through setup.

Connecting GoHighLevel

Webhooks let LeadSource talk to any custom system over HTTP. There are two kinds: outbound webhooks (LeadSource sends data to you) and inbound webhooks (you send data to LeadSource). 

This…

Using webhooks

Integrations

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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