Lead Source Zapier integrationAutomate Lead Source with Zapier.
The Lead Source Zapier integration offers 1 trigger, 0 actions and 0 searches. Each time Lead Source captures a lead, along with where it came from, Zapier can hand it to another app. Here is how that trigger fires, what it costs and why timing matters.
Beta app Zapier still marks this integration as beta.
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What the Lead Source Zapier integration is good for
Lead Source exists so you can answer new leads quickly and know which channel sent them. It logs every form that comes in from your own site and tags it with its origin. On Zapier it has a single job: when a new lead is captured, the Zap starts and passes that lead, origin included, to whatever app comes next.
Built on New Lead, three outcomes cover most setups. A lead lands in the tool your team works in, already labelled with its origin, so nobody has to ask "where did this one come from?". A lead sets off a follow-up in another app, since the next step can be any action that app offers. And with a filter on a paid plan, you can let through only the leads that match a condition you set.
The catch sits in the name. Lead Source is about replying fast, but its Zapier trigger works by polling: Zapier checks on a timer rather than being told the instant a form comes in. On the free plan that timer is 15 minutes. On Professional it drops to 2, and to 1 on Team and Enterprise. If response speed is the point, the plan you pick shapes the result.
What the integration does not cover: there is no action, so nothing can be written into Lead Source from another tool, and no search to look up an earlier lead. The app is also marked as beta on Zapier. For a broader view of the options, see the n8n vs Zapier comparison or the Zapier alternatives roundup.
Zapier, decoded in seven words
The page uses these terms throughout. Here is what each one means.
- Zap
- An automation on Zapier: a trigger first, then one or more actions that run every time that trigger event occurs.
- Trigger
- The app event that starts a Zap. With Lead Source, it is a newly captured lead and the origin attached to it.
- Action
- The step a Zap performs once started: it writes, sends or moves something, always in another app on this page.
- Task
- What Zapier counts and bills: one action that completed successfully. Plans are sized in tasks per month.
- Polling trigger
- A trigger that Zapier checks at a fixed interval, keeping only the items it has not seen during earlier checks.
- Instant trigger
- A trigger the app reports itself as soon as the event happens, with no wait. New Lead does not work this way.
- Filter
- A step that only lets the Zap carry on when the incoming data meets your condition, and halts it if not.
What a Lead Source Zap costs you
Lead Source is not a premium app, so the free plan is enough to start.
- Premium appNo, free plan works
- Free plan100 tasks a month, two-step Zaps
- New Lead triggerPolling, costs no task
- BilledEach successful action after it
Checking for new leads never costs anything: the New Lead trigger is free however often Zapier looks. You pay for what comes next, in the other app. Every action that succeeds counts as one task, and one that fails is not counted. The free plan includes 100 tasks a month, unlimited Zaps and two steps per Zap, so New Lead plus one action fits. Add a filter or a second action and the Zap becomes multi-step, which requires a paid plan.
Connect Lead Source to Zapier
- 01
Go to Apps
From your Zapier account, open the Apps page and click + Add connection. Have your Lead Source account ready, with access to the leads the Zap should pick up.
- 02
Choose Lead Source
Type Lead Source in the search box of the dialog, select it and click Add connection. A new tab opens on the Lead Source side for the sign-in itself.
- 03
Log in and approve
Sign in to Lead Source in that tab, then grant Zapier access to the account. The connection is kept, and any Zap that starts with New Lead offers it in a dropdown.
Your first Lead Source Zap
GoalPass each new lead and its origin from Lead Source to another tool, with no manual step.
- 01
Set Lead Source as the trigger
Create a Zap and choose Lead Source, then New Lead as the event. Pick your Lead Source connection so Zapier knows which account to check.
- 02
Run the trigger test
Test the trigger. Zapier fetches the three most recent leads from the account, so you can see the origin details on a real lead before mapping anything.
- 03
Add the next step
Add an action in the app where leads should go and map the fields from New Lead into it. Keep the origin field in the mapping: it is the reason this trigger exists.
- 04
Check the result
Test that step, then open the other app to confirm the lead arrived with its origin. Adjust the mapping now, before real leads start flowing through.
- 05
Publish
Click Publish to switch the Zap on. Zapier now checks Lead Source at your plan's interval, and every new lead goes through the Zap exactly once.
The Lead Source trigger
1 event starts a Zap when something happens in Lead Source. Zapier checks for them at the interval your plan allows.
New Lead
Polling triggerIn Zapier“Triggers when a new lead is captured, including where it came from.”
Fires when Lead Source captures a new lead, and brings along where that lead came from. The next step of your Zap receives both, so the origin travels with the contact instead of staying behind in Lead Source.
When a Lead Source Zap breaks
Zapier ties no help article to Lead Source, so the cases below are the general limits of Zapier, seen through a polling trigger.
Trouble tends to show up as leads that are missing or leads that arrive late. Each card names one cause. If a run fails and the reason isn't clear, the Zapier troubleshooting page shows how to read the history.
Earlier leads are not collected
A Zap responds only to what happens once it is switched on. Leads Lead Source captured before stay there; bringing them over is a different job.Leads land in batches
New Lead works by polling on a timer, every 15 minutes on Free. Leads captured between two checks all reach the next app at once.A flood gets throttled
If a check suddenly brings back a huge batch, for example after a bulk import or a migration, Zapier's flood protection can hold it back.Each lead goes through once
Zapier remembers which leads it has already seen on this polling trigger, so the same lead never starts the Zap a second time.
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