Resources · Make integration

LeadMetrics Make integrationAutomate LeadMetrics with Make.

Need new leads, deals and payments to land in LeadMetrics without retyping them? The LeadMetrics Make integration gives you 6 modules: 5 actions and 1 search. This guide is for marketers who know LeadMetrics and are new to Make, and it walks you through a working first scenario.

Try the LeadMetrics integration on MakeSee the 6 modules

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What you can automate

What can the LeadMetrics Make integration do for you?

It links your LeadMetrics account to Make so that other apps can write into LeadMetrics for you. You build a scenario, which is the automation itself: a chain of modules, each one a single brick such as an action or a search. LeadMetrics brings 6 of those bricks, and none of them is a trigger, so the start signal comes from another app or from a schedule.

Every web form becomes a lead. A form tool starts the scenario, then Create a lead records the person in LeadMetrics. Pages like the 123FormBuilder Make integration show how the form side works.

A qualified lead turns into a deal with its payment. Search a lead finds the existing record, Create a deal opens the opportunity, and Create a payment logs the money once the customer pays.

Your own numbers feed your reporting. Add a custom metric value pushes a figure from another tool into a custom metric you track in LeadMetrics.

Know the limits before you start. Make's own documentation says it cannot fully document LeadMetrics yet, because too little public information exists about the app. Expect to discover some fields inside the editor rather than on paper, and keep Make an API Call in mind for anything the 5 other modules skip. The same app may also have an n8n node; the n8n vs Make comparison helps you pick a tool, and Make pricing explains what each plan allows.

Connect

How do you connect LeadMetrics to Make?

  1. 01

    Add a LeadMetrics module

    In your scenario, click the + and search for LeadMetrics, then pick any of its modules. Click Create a connection. A connection is your LeadMetrics account linked to Make once, then reused by every LeadMetrics module you add later.

  2. 02

    Name the connection

    Giving it a name is optional, but it pays off. If your team runs several LeadMetrics accounts, a clear label like the client or brand name stops you from sending leads into the wrong place.

  3. 03

    Authorize and save

    Depending on what LeadMetrics asks for, either approve Make on the LeadMetrics page that opens or paste the key the app gives you. Then click Save. The module can now read from and write to your account.

First scenario

Your first scenario: from form to deal

GoalWhen someone fills in a form in another app, Make creates the lead in LeadMetrics and opens a deal for it.

  1. 01

    Create the scenario

    Open the Scenarios page, create a new scenario and click the + to add its first module. That first module is your form app, since LeadMetrics has no trigger of its own.

  2. 02

    Add Create a lead

    Click the + on the right of the form module, search for LeadMetrics and choose Create a lead. Click Create a connection if this is your first LeadMetrics module.

  3. 03

    Map the form answers

    Fill the module fields with data from the form module: click a field and pick the matching answer. Once the connection exists, Make lists what it can read from your account.

  4. 04

    Chain Create a deal

    Add Create a deal after the lead module and map the details the new lead just returned, so the deal is tied to the right person.

  5. 05

    Test with Run once

    Click Run once, then send a test entry through your form. Open each module's bubble to read the bundles it received; a bundle is one item passing from module to module, here one person.

  6. 06

    Schedule and switch on

    Set the schedule on the first module, every 15 minutes by default, and switch the scenario on. From now on each new form entry reaches LeadMetrics without you.

Modules

What each LeadMetrics module does

LeadMetrics gives you 6 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

LeadMetrics1

Add a custom metric value

ActionIn the docs only

This module gets an outside number into LeadMetrics, so a figure produced in another tool shows up next to your lead data instead of in a separate spreadsheet.

When to use it
another app in the scenario produces a value you already follow as a custom metric in LeadMetrics.
Watch out
Make documents no fields for it, so create the metric in LeadMetrics first and check what the module asks for in the editor.
LeadMetrics2

Create a deal

ActionIn the docs only

You get a new deal in LeadMetrics the moment a sale starts taking shape elsewhere, without anyone opening the app to add it by hand.

When to use it
right after Create a lead or Search a lead, when a signed quote or a booked call means real money is on the table.
Watch out
the module name does not say how a deal links to a lead, so place it after a module that identifies the person and check in the editor.
LeadMetrics3

Create a lead

ActionIn the docs only

This is the entry point for most scenarios: it puts a new person into LeadMetrics from whatever app first captured them, such as a form, a chat or an ad tool.

When to use it
any time a contact appears somewhere else and should be tracked as soon as they show up.
Watch out
an action creates, it does not check. Place Search a lead before it if the same person can come back twice.
LeadMetrics4

Create a payment

ActionIn the docs only

With this module, each payment collected in another tool is recorded in LeadMetrics too, so revenue sits beside the leads and deals that produced it.

When to use it
at the end of the chain, once a customer has actually paid and your billing or checkout app has confirmed it.
Watch out
test it with Run once on a dummy entry first, because a payment logged by mistake distorts your revenue figures.
LeadMetrics5

Make an API Call

ActionIn the docs only

Here is your way out when the 5 ready-made modules do not cover a task: it calls any endpoint of the LeadMetrics API from your scenario, reusing the same connection.

When to use it
a task in LeadMetrics falls outside what the listed modules handle.
Watch out
you have to know the endpoint yourself, and Make says its LeadMetrics documentation is incomplete, so gather the endpoint details from LeadMetrics before you build the request.
LeadMetrics6

Search a lead

SearchIn the docs only

Before writing anything, this module looks up leads already stored in LeadMetrics, which lets the rest of the scenario work on the right record.

When to use it
ahead of Create a deal or Create a payment, to attach them to a person who is already in your account.
Watch out
a search can return zero, one or several bundles, and the next modules run once for each result it finds.
Need help

Need help automating LeadMetrics with Make?

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FAQ

LeadMetrics and Make: frequent questions

01Is the LeadMetrics Make integration free?
Yes, LeadMetrics is a standard app, so it works on the Make Free plan. That plan allows 2 active scenarios, a scheduled run at most every 15 minutes, 5 minutes per execution, files up to 5 MB and 512 MB of data transfer. Paid plans (Core, Pro, Teams and Enterprise) lower the interval to 1 minute and remove the cap on active scenarios. Make counts usage in operations, one module running on one bundle, and each plan has a monthly allowance.
02What do you need to connect LeadMetrics to Make?
A LeadMetrics account and a Make account. Make's documentation lists no specific prerequisite and no official connection steps for this app. You add a LeadMetrics module, click Create a connection, optionally name it, then either authorize Make on the LeadMetrics page or paste the key the app provides, and save. The connection is reused by every LeadMetrics module afterwards. If the authorization screen asks for something you do not recognize, find in LeadMetrics the key the app gives you for Make before trying again.
03Can LeadMetrics start a Make scenario in real time?
No, LeadMetrics has no trigger module in Make, so it cannot start a scenario by itself. You start the scenario another way: with a trigger from another app, such as a form tool or a payment tool, or with Make's own schedule on the first module, every 15 minutes by default. The LeadMetrics modules then run as later steps of the chain. In practice, pick the app where the event really happens first, a new form entry or a confirmed payment, and let LeadMetrics receive the result.
04What if a LeadMetrics module is missing in Make?
Use Make an API Call. It sends a request to any endpoint of the LeadMetrics API from inside your scenario, with the connection you already set up, so you are not limited to the 5 other modules. Keep in mind that Make says it cannot provide complete documentation for LeadMetrics, because public information about the app is thin. Ask LeadMetrics for its endpoint details before building the call. A search module such as Search a lead can also help you check what already exists before a call.
05Should you use Make or n8n for LeadMetrics?
It depends on the tool your team already uses. In Make, LeadMetrics has 6 modules: 5 actions covering leads, deals, payments and custom metrics, Make an API Call included, plus 1 search. The same app often has an n8n node too. Compare the modules each tool offers for the tasks you actually need, and which editor your team is comfortable in, before you commit. Neither choice changes what LeadMetrics itself offers.
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