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LeadSimple Zapier integrationAutomate LeadSimple with Zapier.

The LeadSimple Zapier integration gives you 17 triggers, 12 actions and 8 searches. Every trigger is instant, so leads, processes, calls and tasks reach your other tools the moment they change, even on the free plan, with no waiting.

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Overview

What the LeadSimple Zapier integration actually does

Zapier sits between LeadSimple and the rest of your tools. When something moves in LeadSimple (a lead changes stage, a call ends, a task gets done), Zapier hears about it straight away and runs the steps you chose. It also works the other way: other tools can create leads, processes and notes inside LeadSimple.

A handoff that starts itself. A lead reaches the stage you care about, Lead Changes Stage fires, and Create Process opens the follow-up process in the right Process Type. Nobody has to remember to do it.

A paper trail on every lead. Pair Search Lead with Create Lead Note and whatever happens elsewhere (a form answer, a message, a status change) lands as a note on the lead it belongs to.

Task activity your team can watch. Task Completed Manually and Task Completed Automatically split human work from auto-sent work, so you can report on one without the other.

What Zapier does not do here. There is no delete action: a Zap can create and update leads, processes, contacts, properties and units, but never remove them. Updates to contacts, properties and units only run on records that already exist. And a Zap does not reach back in time, so old leads stay where they are.

If you are still choosing a tool, see our n8n vs Zapier comparison and our Zapier review.

Vocabulary

Zapier vocabulary in one minute

Eight words you will see in the editor. Each one is explained once here, then used as is on the rest of the page.

Zap
The automation you build on Zapier: one trigger, then one or more actions that run each time the trigger event happens.
Trigger
The event in an app that starts the Zap. Once the Zap is switched on, Zapier waits for that event and nothing else.
Action
What the Zap does once it has started: the step that writes, sends or moves something for you in an app.
Task
The unit Zapier bills. One task is one action your Zap completes successfully, and your plan counts those.
Polling vs instant
A polling trigger is checked on a timer. An instant trigger is reported by the app the moment it happens. All 17 LeadSimple triggers are instant.
Filter
A step that lets the Zap carry on only when what arrived meets the condition you set, and stops it quietly otherwise.
Search step
A step that looks up something that already exists in an app, so later steps can use what it found, such as a lead ID.
Connection
Your LeadSimple account linked to Zapier once, then reused by every step in every Zap that touches LeadSimple.
Cost

What a LeadSimple Zap really costs

LeadSimple is not a premium app, so it works from the free plan. What you pay for is tasks, not triggers.

  • Free plan100 tasks a month, unlimited Zaps, two-step Zaps only
  • Premium appNo, LeadSimple runs on the free plan
  • Trigger typeAll 17 triggers are instant, so the interval grid does not apply

The trigger never costs a task, and neither does Zapier listening for new events. Each action that succeeds counts once, so a Zap with three actions eats three times as much as a Zap with one. An action that fails is not counted. The catch on the free plan: Zaps stop at two steps, one trigger and one action. Add a filter, a search such as Search Lead, or a second action, and you have a multi-step Zap that needs a paid plan.

Connect

Connect LeadSimple to Zapier in three steps

  1. 01

    Open your apps and add a connection

    In Zapier, go to the Apps page of your account and click + Add connection. Type LeadSimple in the dialog and pick it from the list. You need a LeadSimple account first, with access to whatever the Zap should read or change.

  2. 02

    Sign in to LeadSimple

    Click Add connection. A new tab opens on LeadSimple: sign in with the account the Zap should act as. Use one that can see the pipelines and process types you plan to automate, because the Zap only sees what that account sees.

  3. 03

    Grant access and reuse it

    Allow Zapier to access the account. The connection now shows on your Apps page, and every LeadSimple step in every Zap can reuse it without signing in again.

First Zap

Your first LeadSimple Zap, step by step

GoalWhen a lead moves to a chosen stage, open a follow-up process in LeadSimple.

  1. 01

    Create the Zap and pick the trigger

    Start a new Zap, choose LeadSimple as the app and Lead Changes Stage as the event. Select your LeadSimple connection. The bolt in the editor tells you it is an instant trigger.

  2. 02

    Test the trigger

    Run the test. Zapier brings back the three most recent items from your account, so you can pick a real lead change and map its fields in the next steps.

  3. 03

    Add a filter

    Click the plus icon and add Filter. Set the field to look at, the rule and the value, so only the stage you care about goes through. This makes the Zap multi-step, so it needs a paid plan.

  4. 04

    Add the action

    Add LeadSimple with Create Process. Choose the Process Type and the Stage the new process should start in, then map the lead details from the trigger into the remaining fields.

  5. 05

    Test, then publish

    Test the action once and check the new process in LeadSimple. If it looks right, click Publish to switch the Zap on. From then on, every matching stage change runs it.

Triggers

The 17 LeadSimple triggers

17 events start a Zap when something happens in LeadSimple, and 17 of them are instant: the app calls Zapier straight away, whatever your plan.

1

Call Completed

Instant trigger

In Zapier“Triggers when a new call is completed.”

Starts the Zap each time a call wraps up in LeadSimple, so whatever follows a conversation can happen on its own. Log the call in a shared sheet, ping a channel or queue a follow-up.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
your team wants a running log of finished calls outside the CRM without anyone copying details by hand.
Watch out
it fires on every completed call, so add a filter if only some of them matter.
2

Lead Changes Pipeline

Instant trigger

In Zapier“Triggers when a lead changes pipelines.”

Reacts when a lead jumps from one pipeline to another, which usually means the kind of work around it has changed. The Zap gets the lead at that moment.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
a move into a given pipeline should open a process or alert the person who runs that pipeline.
Watch out
a move within the same pipeline is a stage change, not this event.
3

Lead Changes Stage

Instant trigger

In Zapier“Triggers when a lead changes stages.”

The workhorse trigger: it fires whenever a lead moves to another stage. Most handoffs hang off this one, because stages are where your team marks progress.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
reaching a specific stage should create a process, add a note or tell someone outside LeadSimple.
Watch out
every stage change counts, including moves backwards. Put a filter on the stage you want, otherwise each drag and drop spends a task downstream.
4

Lead Changes Tags

Instant trigger

In Zapier“Triggers when a lead's tags change.”

Watches the tags on your leads and starts the Zap when they change. Tags are often the lightest way for a team to flag something, so this turns a click in LeadSimple into a signal for other tools.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
your team tags hot leads and you want those copied into a shortlist or announced in a channel.
Watch out
adding and removing a tag are both changes, so filter on the tag you actually track.
5

Lead Created

Instant trigger

In Zapier“Triggers when a new lead is created.”

Runs the Zap for every new lead in LeadSimple, wherever it came from. It is the simplest way to mirror new business into a spreadsheet, a reporting tool or a welcome sequence.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
each new lead should be counted, announced or copied somewhere the moment it exists.
Watch out
if another Zap also creates leads through Create Lead, those new leads set this trigger off too, so watch for loops.
6

Lead Opens Email

Instant trigger

In Zapier“Triggers when a lead opens email.”

Fires when a lead opens an email. That open is a small sign of interest, and this trigger lets you act on it while it is fresh.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
an agent wants a nudge to call back a lead who just read the email.
Watch out
an open is not a reply. The Zap tells you the lead looked, so keep the follow-up a nudge, not a full sequence.
7

Lead Is Reassigned

Instant trigger

In Zapier“Triggers when a lead is reassigned.”

Catches the moment a lead changes owner inside LeadSimple. The new owner may not notice right away, so this trigger is a good place to hang a heads-up.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
a manager redistributes leads and each new owner should get a message with the lead's details.
Watch out
a bulk reassignment fires once per lead, which can send a burst of messages and tasks at once.
8

Inbound Conversation Created

Instant trigger

In Zapier“Triggers when an inbound conversation is created.”

Fires when someone reaches out first and a new inbound conversation appears in LeadSimple. It is your hook for anything that should happen when a contact writes or calls in.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
new inbound conversations should land in a shared inbox, a team channel or a response tracker.
Watch out
it runs for every new inbound conversation, so add a filter if only some of them need the follow-up you have in mind.
9

Outbound Conversation Created

Instant trigger

In Zapier“Triggers when an outbound conversation is created.”

The mirror of the inbound trigger: it runs when your side starts a new conversation from LeadSimple. Useful to keep track of outreach volume without exporting anything.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
you want every outbound conversation logged in a sheet to see who is reaching out, and how often.
Watch out
a campaign that opens many conversations runs the Zap once per conversation, so mind your task count.
10

Process Changes Stage

Instant trigger

In Zapier“Triggers when a process changes stages.”

Processes in LeadSimple carry the work that follows a lead, organised by Process Type and Stage. This trigger fires each time one of them moves to another stage.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
finishing one stage of a process should alert the next person, or update a property record.
Watch out
it covers all your Process Types, so filter on the one you mean before the action runs.
11

Process Changes Tags

Instant trigger

In Zapier“Triggers when a process changes tags.”

Whenever the tags on a process change, this one runs. Teams that flag blockers or priorities with tags can turn that flag into an alert outside LeadSimple.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
a process tagged as blocked should show up in a manager's channel without anyone forwarding it.
Watch out
a Zap that tags the same process through an update can set itself off again. Keep tag edits out of the action side.
12

Process Created

Instant trigger

In Zapier“Triggers when a new process is created.”

Fires on every new process, whoever or whatever opened it. If a Zap of yours creates processes with Create Process, those show up here too.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
each new process should get a kickoff message, a calendar placeholder or a line in a tracking sheet.
Watch out
do not create a process from a Zap that is triggered by this same event, or it will loop.
13

Process Reassigned

Instant trigger

In Zapier“Triggers when a process is reassigned.”

Runs when a process changes hands. Handovers are where work tends to stall, so a short automated message to the new owner saves a lot of chasing.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
a manager moves processes to a colleague who should be told which ones.
Watch out
moving many processes at once runs the Zap once for each, and every action after it costs a task.
14

Task Completed

Instant trigger

In Zapier“Triggers when a task is completed.”

The broad version of the task triggers: it fires for every task marked done, however it was completed. Pick it when you do not care how the task was closed.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
you want one log of finished tasks across the team, auto-sent or not.
Watch out
do not build Zaps on this one and on the manual or automatic variant for the same job, or a single task runs two Zaps.
15

Task Completed Automatically

Instant trigger

In Zapier“Triggers when a task is completed automatically. An automatic task set to auto send.”

Narrows things to tasks set to auto send, the ones LeadSimple completes on its own. It lets you check that automated steps really went out.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
you want a record of every auto-sent step, kept apart from what people do by hand.
Watch out
a task that does not use auto send never reaches this trigger, even once someone closes it.
16

Task Completed Manually

Instant trigger

In Zapier“Triggers when a task is completed manually. A manual task that does NOT use auto send.”

The human side: it fires only when a person completes a task that does not use auto send. That makes it the right signal for measuring team activity.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
a manager wants to see the tasks the team actually closed by hand.
Watch out
auto-sent tasks are left out by design, so totals here will be lower than with Task Completed.
17

Task Created

Instant trigger

In Zapier“Triggers when a task is created.”

Fires as soon as a new task exists in LeadSimple. Good for pushing work to wherever the assignee actually looks during the day.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
new tasks should appear in a personal to-do tool or a team channel the moment they are assigned.
Watch out
it runs for every new task, whoever creates it, so filter on the assignee if only one person's tasks should go out.
Actions

The 12 LeadSimple actions

LeadSimple gives you 12 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Create Call

Action

In Zapier“Creates a Call in your account”

Records a call in LeadSimple from details held elsewhere. It wants a From Number and a To Number, both required.

When to use it
calls placed from another phone tool should still show up in the CRM history.
Watch out
map the numbers in the format your phone tool sends, and check the first test.
2

Create Lead

Action

In Zapier“Creates a Lead in one of your Pipelines. You'll need to specify a Pipeline and a Stage.”

Drops a new lead into one of your pipelines, at the stage you choose. The Zap needs both a Pipeline and a Stage to run.

When to use it
a website form entry should become a lead without retyping.
Watch out
a Zap triggered by Lead Created must not end with this action, or it loops.
3

Create Lead Note

Action

In Zapier“Creates a note on a lead. You'll need to find a lead first using the 'Find Lead' search action.”

Writes a note on an existing lead. You first need the lead itself, which is what Search Lead is for, then the note text.

When to use it
answers from a form should sit on the lead the agent already opens every day.
4

Create Process

Action

In Zapier“Creates a Process in one of your Process Types. You'll need to specify a Process Type and a Stage.”

Opens a process under a Process Type you pick, starting at a given Stage. This is how a closed lead turns into actual work.

When to use it
a lead reaching its final stage should open the follow-up process without anyone doing it by hand.
5

Create Process Note

Action

In Zapier“Creates a note on a process. You'll need to find a process first using the 'Find Process' search action.”

Adds a note to a process, after a Search Process step has found it. The note text is required, and the process must already exist in your account.

When to use it
an update recorded in an outside tool should be visible right on the process it concerns.
6

Tag Conversation

Action

In Zapier“Tags a Conversation.”

Puts a tag on a conversation. Both the Conversation and the Tag are required.

When to use it
inbound conversations from a given source should be sorted automatically so the right person picks them up.
Watch out
the conversation must already exist, so this usually follows a conversation trigger.
7

Update Contact

Action

In Zapier“Updates a Contact in your account.”

Refreshes a contact record. Only the Contact is required, which you can find with Search Contact just before, then you map the details that changed.

When to use it
someone updates a phone number or email in another system and LeadSimple should keep up.
8

Update Conversation

Action

In Zapier“Updates a Conversation.”

Modifies an existing conversation, chosen in the required Conversation field.

When to use it
a reply handled in another inbox should be reflected on the conversation in LeadSimple, so nobody answers twice.
Watch out
it cannot create a conversation; it only works on one that is already there.
9

Update Lead

Action

In Zapier“Updates a Lead in one of your Pipelines. You'll need to specify a Pipeline and a Stage.”

Changes an existing lead. You point it at the Pipeline and the Lead, then set what should change.

When to use it
a reply recorded in another tool should push the lead to its next stage.
Watch out
updating a lead's stage will set off any Zap built on Lead Changes Stage.
10

Update Process

Action

In Zapier“Updates a Process. You'll need to specify a Process Type and a Stage.”

Edits a process you already have. It requires the Process Type and the Process, so a search step often comes first to hand the Zap the right one.

When to use it
a task done in another tool should move the related process forward in LeadSimple.
11

Update Property

Action

In Zapier“Updates a Property.”

Changes a property record. The Property field is required; Search Property finds it by name or address if the earlier steps do not carry it.

When to use it
details kept in a listing tool or a spreadsheet should stay in sync with the property in LeadSimple.
12

Update Unit

Action

In Zapier“Updates a Unit.”

Edits a single unit on a property. It needs both the Property and the Unit, and Search Unit looks units up by their Unit Number.

When to use it
a unit's status changes elsewhere and the CRM should reflect it without a manual edit.
Searches

The 8 LeadSimple searches

8 search steps look for data that already exists in LeadSimple, so a later step can use it.

Searches sit at the bottom of the action list in the editor, under the SEARCH heading. Each one finds something that already exists so a later step can use it. Several LeadSimple actions need one first: a note on a lead needs the lead. Every search adds a step, so it makes the Zap multi-step. LeadSimple offers no find-or-create variant, so a search never creates anything here.

1

Search Contact

Search

In Zapier“Searches a contact in your account by name, phone number or email address.”

Finds a contact from a name, a phone number or an email address. The Search field is the only required one.

When to use it
right before Update Contact, so the Zap edits the person your other tool is talking about.
2

Search Lead

Search

In Zapier“Searches a Lead in your account by name, contact email address or phone number, property address etc. You can specify a Pipeline to search within, otherwise it searches all Pipelines in your account.”

Looks up a lead by name, contact email or phone, property address and so on. Pipeline and Search are both required here.

When to use it
before Create Lead Note or Update Lead, which both need the lead in hand.
Watch out
a common name can match several leads, so check the multiple-results setting.
3

Search Process

Search

In Zapier“Searches a Process in your account by name, contact email address or phone number, property address etc. You can specify a Process Type to search within, otherwise it searches all Process Types in your account.”

Finds a process from a name, a contact detail or a property address. You can narrow it to one Process Type or let it cover them all.

When to use it
as the step that feeds Create Process Note or Update Process.
4

Search Property

Search

In Zapier“Searches a Property in your account by name or address.”

Locates a property by its name or address, with a single required Search field. Whatever it returns can feed any later step that asks for a Property.

When to use it
an address arrives from a form and the Zap must land on the matching property before Update Property.
5

Search Unit

Search

In Zapier“Searches the units on the property by the Unit Number”

Looks through the units of one property by Unit Number. It needs the Property as well as the Search value, so it always works inside a single property.

When to use it
chain it after Search Property, then hand the unit to Update Unit.
6

Search User

Search

In Zapier“Searches a user in your account by name or email address.”

Finds a member of your LeadSimple account by name or email address.

When to use it
an outside tool names a team member and the Zap needs the matching LeadSimple user, for example to set an owner.
Watch out
the email must match the one on the LeadSimple account.
7

Get Lead

Search

In Zapier“Gets a Lead in your account by ID.”

Pulls one lead straight from its ID, the required field. No fuzzy matching, so it returns exactly that lead or nothing.

When to use it
an earlier step already carries a lead ID and the Zap needs the rest of that lead's details.
Watch out
a name or an email will not work here; use Search Lead for those.
8

Get Process

Search

In Zapier“Gets a Process in your account by ID.”

Fetches one process by its ID, with no guessing involved. The ID is required.

When to use it
a process ID travels with the data from an earlier step and you need the full process for the rest of the Zap.

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 depended on it. Switched on, the Zap carries on empty-handed.
  2. Create X if it doesn't exist yet?
    This box turns a search into a find-or-create. LeadSimple does not offer it, so expect the search to stop or carry on, never to create.
  3. If multiple search results are found?
    Three ways out when several items match: keep the first one (the default), stop the Zap, or pass all of them on at once.
When it breaks

When a LeadSimple Zap breaks

Zapier attaches no help article to LeadSimple and no app-specific limit is documented. What breaks is what breaks on every Zap, with a few twists from LeadSimple's own triggers.

Most surprises come from the Zap doing exactly what it was told. Here are the four cases to check before blaming LeadSimple. If a Zap still misbehaves, see our Zapier troubleshooting guide.

  • Old leads never come through

    A Zap only reacts to what happens after you switch it on. Leads, processes and tasks that already existed are not picked up; moving that backlog is a separate job.

  • The Zap keeps setting itself off

    A Zap that writes where its own trigger watches runs again and again. Updating a lead's stage from a Zap built on Lead Changes Stage is the classic case, and it burns tasks fast.

  • A bulk change goes quiet

    A trigger that suddenly sends a huge batch, after an import or a mass reassignment, can be held back by Zapier's flood protection instead of running for every item.

  • A search finds nothing and the Zap stops

    By default, a search with no result stops the Zap there. Check the spelling the other tool sends, or switch on the setting that lets the Zap carry on.
Need help

Need help automating LeadSimple with Zapier?

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FAQ

LeadSimple Zapier integration: frequent questions

01Is the LeadSimple Zapier integration free?
Yes, as far as Zapier is concerned. LeadSimple is not a premium app, so it works on the free plan, which gives 100 tasks a month and unlimited Zaps. The limit that matters is elsewhere: the free plan only builds two-step Zaps, one trigger and one action. As soon as you add a filter, a search or a second action, you need a paid plan. Your LeadSimple subscription is a separate matter that this page does not cover.
02How many tasks does a LeadSimple Zap use?
One per action that succeeds, each time the Zap runs. The trigger itself costs nothing, and neither does Zapier waiting for new events. A Zap with three actions eats three times as much as a Zap with one. An action that fails is not counted, so a broken step does not drain the plan. Watch the triggers that fire often, like Lead Changes Stage or Task Created, because each run multiplies the actions behind them.
03Is LeadSimple to Zapier real time?
Yes. All 17 LeadSimple triggers are instant: LeadSimple tells Zapier the moment the event happens, and the Zap starts right away. The plan interval grid, which runs from 15 minutes on Free down to 1 minute on Team and Enterprise, only applies to polling triggers, and LeadSimple has none. That makes it one of the cases where the free plan loses nothing on speed. The editor shows a lightning bolt on these triggers.
04What does it take to connect LeadSimple to Zapier?
A LeadSimple account, and access to whatever the Zap should read or change. The connection is made once from the Apps page in Zapier, with + Add connection, then a sign-in in a new tab and a grant of access. Every LeadSimple step reuses it afterwards. Before building actions, make sure the account already has the pipelines, stages and process types the actions ask for, since Create Lead and Create Process will not run without them.
05Why does Create Lead Note need a search first?
Because the note has to sit on a lead, and the action wants that lead in its required Lead field. Unless an earlier step already carries it, the Zap gets it from Search Lead, which looks the lead up by name, email, phone or property address. The same goes for Create Process Note, which expects Search Process before it. Adding the search turns the Zap into a multi-step Zap, so plan for a paid plan.
06What if the LeadSimple operation you want does not exist?
Then Zapier cannot do it with this app today. The list on this page is the full set of visible operations: 17 triggers, 12 actions and 8 searches. There is, for instance, no action that deletes a lead or a process. Sometimes a mix of a search and an update gets close to what you had in mind. Otherwise, it is worth comparing what other automation platforms offer for LeadSimple before committing to a workaround.
07Zapier, Make or n8n for LeadSimple?
It depends on your criteria, not on a winner. Zapier gives you 17 instant LeadSimple triggers ready to use and a setup that takes no code, which suits teams that want to start quickly. Cost scales with tasks, so high-volume triggers weigh on the bill. Make and n8n price and host things differently and suit teams that want more control. Check which LeadSimple operations each one actually offers before choosing.
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