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LeadMetrics Zapier integrationAutomate LeadMetrics with Zapier.

The LeadMetrics Zapier integration has 0 triggers, 5 actions and 1 search. LeadMetrics tracks your lead campaigns and shows the figures in a dashboard; Zapier fills that dashboard for you with leads, deals, payments and metric values coming from your other tools.

See the 6 operations

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Overview

What the LeadMetrics Zapier integration is for

It feeds LeadMetrics, and only that. LeadMetrics follows your lead campaigns, makes reporting simpler and puts the key figures on one dashboard. Zapier, the automation service, takes events from another app and writes them into that dashboard as leads, deals, payments or custom metric values, so the reporting stays complete.

Three results come from the six operations. A lead list that fills itself: Create Lead adds each new contact, or updates it if it already exists. Revenue that shows up in the reports: Create Deal and Create Payment record the money side of each lead. A figure of your own on the dashboard: Add Custom Metric Value pushes a number into a metric you defined.

Here is what Zapier does not do. There is no trigger at all, so LeadMetrics can never start a Zap: nothing that happens inside LeadMetrics can be sent out to another tool. Every Zap begins in another app and ends in LeadMetrics. There is also no action to delete or edit a deal or a payment once it has been created.

Adding a filter or a search to a Zap makes it multi-step, and a multi-step Zap needs a paid Zapier plan. Since the first step always comes from another app, how fast a Zap runs depends on that app's trigger, not on LeadMetrics. If you are still choosing a tool, see our n8n vs Zapier and Make vs Zapier comparisons.

Vocabulary

Zapier vocabulary, once and for all

Eight words keep coming back below. Each one in a single plain line.

Zap
The automation you build in Zapier: one trigger, then one or more actions that run every time the trigger event happens.
Trigger
The event that starts the Zap. LeadMetrics has none, so here it always comes from another app you connect.
Action
What the Zap does once started: the step that writes, sends or moves something, like creating a lead in LeadMetrics.
Task
The unit Zapier bills: one action completed successfully. Your plan's allowance is a count of tasks.
Polling vs instant
A polling trigger is checked on a timer; an instant one is reported by the app as it happens. It depends on the starting app.
Filter
A step that lets the Zap continue only if what arrived meets your condition, and stops it otherwise.
Search step
A step that looks up something that already exists in an app, so the steps after it can use what it found.
Connection
Your LeadMetrics account linked to Zapier once, then reused by every step that writes to LeadMetrics.
Cost

What it really costs

LeadMetrics is not a premium app, so it works on the free Zapier plan. Here, every LeadMetrics step is an action or a search, which changes the math.

  • Premium appNo, available on the free plan
  • Free plan100 tasks a month, two-step Zaps
  • Each successful LeadMetrics actionOne task
  • Find LeadMakes the Zap multi-step

The trigger, from your other app, never uses a task. Each LeadMetrics action that succeeds counts as one task, and a failed one is not counted. The free plan gives 100 tasks a month and two-step Zaps: one trigger, one action. So a free Zap can do exactly one LeadMetrics action. Adding a second action, a filter, or Find Lead turns it into a multi-step Zap, which needs a paid plan. None of this depends on LeadMetrics.

Connect

Connect LeadMetrics to Zapier in 3 steps

  1. 01

    Open your connections

    Start with a LeadMetrics account that can write to the dashboards you want to fill. In Zapier, open the Apps page of your account and click + Add connection.

  2. 02

    Pick LeadMetrics

    In the dialog, type LeadMetrics in the search box and select it, then click Add connection. A new tab opens on the LeadMetrics side so you can sign in.

  3. 03

    Sign in and allow access

    Sign in to LeadMetrics in that tab and grant Zapier access to the account. The connection appears on your Apps page, and every LeadMetrics step can reuse it.

First Zap

Your first Zap: each new contact becomes a LeadMetrics lead

GoalEach new row in your spreadsheet is sent to a LeadMetrics dashboard as a lead.

  1. 01

    Set the trigger in the other app

    Create a Zap and pick the app where your contacts arrive, with its event for a new item. LeadMetrics has no trigger, so the Zap always starts elsewhere.

  2. 02

    Test the trigger

    Run the test so Zapier brings back the three most recent items from that app. You will map the LeadMetrics fields on a real contact, not on a guess.

  3. 03

    Add a filter if needed

    From the plus icon, add a Filter step and set the field, the rule and the value. A filter makes the Zap multi-step, so it needs a paid plan.

  4. 04

    Add Create Lead

    Add LeadMetrics with the Create Lead action, choose the Dashboard, map the contact's fields, then test this step once and read what came back.

  5. 05

    Publish

    Click Publish to switch the Zap on. From then on, each new item in the first app lands in LeadMetrics, at the pace of that app's trigger.

Actions

The 5 LeadMetrics actions

LeadMetrics gives you 5 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Add Custom Metric Value

Action

In Zapier“Adds a new value to your custom metric”

Pushes one new value into a custom metric you created on a dashboard. It is the way to put a figure LeadMetrics does not compute itself next to your campaign data.

When to use it
add a number from another tool each time it changes, so the dashboard shows it alongside everything else.
Watch out
Dashboard, Custom Metric and Value are required, and the metric has to exist beforehand.
2

Create Deal

Action

In Zapier“Creates a Deal in LeadMetrics”

Records a deal in LeadMetrics, with its status and amount, so the dashboard shows what your campaigns actually bring in.

When to use it
log a deal as soon as it is won or moves forward in the tool where your sales happen.
Watch out
Dashboard, Status and Amount are all required; a missing amount stops the step.
3

Create Lead

Action

In Zapier“Creates a new lead or updates an existing one.”

Adds a new lead to a LeadMetrics dashboard, or updates it when the lead is already there, so you do not end up with duplicates for the same contact.

When to use it
send every new contact from a form, a sheet or a CRM into the dashboard that tracks the campaign.
Watch out
the Dashboard field is required, so pick the right one before you test.
4

Create Payment

Action

In Zapier“Creates a single payment for a lead”

Attaches a single payment to a lead in LeadMetrics. One run, one payment, so the revenue figures follow each transaction.

When to use it
record each payment your billing tool receives against the matching lead.
Watch out
Dashboard and Amount are required, and a separate Is Refunded option marks a refunded payment.
5

Get Dashboards

Action

In Zapier“Gets all dashboards for the authorised user.”

Brings back the full list of dashboards the connected account can access, without changing anything in LeadMetrics.

When to use it
fetch the dashboards first in a multi-step Zap, so a later step can use one of them.
Watch out
it is an action, so each successful run uses a task even though it only reads data.
Searches

The LeadMetrics search

1 search step looks for data that already exists in LeadMetrics, so a later step can use it.

Searches sit at the bottom of the action list in the editor, under the SEARCH heading. Three settings decide what happens when the result is not the expected one.

1

Find Lead

Search

In Zapier“Finds a lead in LeadMetrics based on given properties.”

Looks up a lead already stored in LeadMetrics from the properties you give it, and hands it to the following steps.

When to use it
find the lead a payment or a deal belongs to before you record it.
Watch out
whether it needs an exact value or a close one is decided by LeadMetrics, so test with real data first.

The three settings every search exposes

  1. Successful if no search results are found?
    Left on its default, a search that finds nothing stops the Zap and skips the steps that relied on it. Switched on, the Zap continues without a result.
  2. Create X if it doesn't exist yet?
    Ticking this box turns a search into a find-or-create. LeadMetrics offers no such variant for Find Lead, so this route does not exist here.
  3. If multiple search results are found?
    Three ways out when several leads match: keep the first one, which is the default, stop the Zap, or pass all of them on at once.
When it breaks

When it breaks

Zapier links no help article to LeadMetrics, and no limit specific to the app is documented. What goes wrong comes from the general behavior of Zapier.

Four cases explain most surprises. None of them shows an error message: the dashboard simply ends up with less than you expected. If a Zap still misbehaves, see our Zapier troubleshooting guide.

  • Past data never reaches the dashboard

    A Zap only reacts to what happens after it is switched on. Older contacts or payments in the starting app are not sent, and moving that backlog is a separate job.

  • A sudden flood gets held back

    If the starting app's trigger suddenly returns a huge batch, after a bulk import for example, Zapier's flood protection can hold it back instead of creating each lead.

  • The same item never runs twice

    On a polling trigger, Zapier remembers what it has already seen. An item that went through once will not create a second lead, deal or payment.

  • A filter that never passes

    Filter rules are typed: a text rule only works on text, a number rule only on numbers. With the wrong type, nothing ever reaches LeadMetrics.
Need help

Need help automating LeadMetrics with Zapier?

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FAQ

LeadMetrics Zapier integration: questions people ask

01Is the LeadMetrics Zapier integration free?
Yes, on the Zapier side. LeadMetrics is not a premium app, so it works on the free plan, which includes 100 tasks a month and unlimited two-step Zaps: one trigger and one action. Since LeadMetrics has no trigger, a free Zap means one trigger in another app plus one LeadMetrics action. Adding Find Lead, a filter or a second action makes it multi-step and requires a paid plan. Your LeadMetrics account follows LeadMetrics' own terms.
02How many tasks does a LeadMetrics Zap use?
One per successful LeadMetrics action. The trigger in your other app never costs a task, and an action that fails is not counted. A Zap that creates a lead and then a payment uses two tasks each time it runs. Get Dashboards is an action too, so it also uses a task when it succeeds, even though it only reads. With 100 free tasks a month, a one-action Zap can therefore send up to 100 items into LeadMetrics.
03Is the LeadMetrics Zapier integration real time?
It depends entirely on the other app. LeadMetrics has no trigger, so every Zap starts with a trigger from another tool. If that trigger is instant, the Zap runs right away. If it works by polling, Zapier checks at your plan's interval: 15 minutes on Free, 2 minutes on Professional, 1 minute on Team and Enterprise. The LeadMetrics action then runs as soon as the trigger has fired, so pick a starting app whose trigger suits the delay you can accept.
04What do you need to connect LeadMetrics to Zapier?
A LeadMetrics account with access to the dashboards you want to fill. In Zapier, open the Apps page, click + Add connection, search for LeadMetrics and confirm with Add connection, then sign in to LeadMetrics in the new tab and grant Zapier access. Plan ahead for the required fields: every create action needs a Dashboard, and Add Custom Metric Value also needs a Custom Metric that already exists in LeadMetrics. Nothing else is needed.
05Why can't a Zap start from LeadMetrics?
Because the integration has no visible trigger. Zapier lists five actions and one search for LeadMetrics, but nothing that reacts to an event inside LeadMetrics. In practice, data only flows one way: from your other tools into LeadMetrics. If you want a change in LeadMetrics to set something off elsewhere, this integration cannot do it, and the Zap has to begin with an event in the app where the data first appears.
06What if the LeadMetrics operation you need is not in Zapier?
Then the integration cannot do it for you. Zapier offers five LeadMetrics actions (Create Lead, Create Deal, Create Payment, Add Custom Metric Value, Get Dashboards) and one search, Find Lead. There is no trigger, and no action to delete or edit a deal or a payment. Anything outside that list has to be done in LeadMetrics itself, or through another route than this integration. That is the complete list today.
07Zapier, Make or n8n for LeadMetrics?
Weigh it by criteria. Zapier has a ready-made LeadMetrics connector with five actions and a search, usable on the free plan for a two-step Zap built without technical help. The criterion that matters most here is the number of steps: anything beyond one LeadMetrics action needs a paid Zapier plan. For Make or n8n, first check whether a LeadMetrics connector exists there, then compare cost per run, available operations and who will maintain the automation.
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