Resources · Zapier integration

LeadStation Zapier integrationAutomate LeadStation with Zapier.

The LeadStation Zapier integration gives you 4 triggers, 2 actions and 1 search. All four triggers are instant, so a won or lost deal reaches your Zap straight away, even on the free plan. Here is what each step does, what it costs and where it trips.

See the 7 operations

Verified Trustpilot reviews · AI, automation & growth agency

Overview

What the LeadStation Zapier integration is good for

LeadStation is a CRM built around customers and sales opportunities. Connected to Zapier, it can start an automation when a customer is created or an opportunity is opened, won or lost, and it can receive customers and opportunities from your other apps without anyone retyping them.

Three outcomes worth building. A record of every deal you win: Opportunity Sold pushes each sale into a sheet the rest of the company reads, the moment it closes. A review list of lost deals: Opportunity Lost collects every lost opportunity in one place, so nobody has to dig through the CRM to find out what slipped away. Customers arriving from elsewhere: another app feeds Save Customer, which either creates the person or company or updates the one LeadStation already knows.

Now the limits. There is no delete action and no way to move an opportunity between stages from a Zap: the two actions create opportunities and save customers, nothing else. The single search reads customers without changing them. Several steps also ask for fields with Portuguese labels, such as Tipo de cliente and Funil, which surprises people who expect English. And a Zap never catches up on what happened before you switched it on.

Speed is the strong point: the four triggers are instant, so the free plan's polling delay does not apply. For a wider view of the tool, read the Zapier review, or n8n vs Zapier if you are comparing platforms.

Vocabulary

Zapier vocabulary in one minute

Eight terms come up again and again below. Here they are, in everyday words.

Zap
The automation you build on Zapier: one trigger, then one or more actions that run every time the trigger event happens.
Trigger
The event in an app that starts the Zap. Once the Zap is on, Zapier waits for that event and reacts to nothing else.
Action
What the Zap does once it has started: the step that creates, saves or sends something for you in an app.
Task
The unit Zapier bills: one action that completes successfully. Your plan's allowance is a plain count of those.
Polling vs instant
Polling: Zapier asks the app for news on a timer. Instant: the app calls Zapier itself the moment the event happens.
Filter
A step that lets the Zap carry on only when the incoming data meets a condition you set, and stops it otherwise.
Search step
A step that looks up something that already exists in an app, such as a customer, so later steps can use it.
Multi-step Zap
Any Zap beyond one trigger and one action. A filter, a search or a second action turns it into one, and it needs a paid plan.
Cost

What a LeadStation Zap costs

LeadStation is not a premium app, so it works on the free plan. The bill comes from what happens after the trigger.

  • Premium appNo, works on the free plan
  • Free plan100 tasks a month, two-step Zaps
  • Trigger cost0 tasks
  • LeadStation triggersAll 4 instant, no waiting interval

The trigger never costs a task, and Zapier waiting for LeadStation to call costs nothing either. Every action that succeeds counts as one task; one that fails is not counted. The free plan gives 100 tasks a month and unlimited Zaps, but two steps per Zap: one trigger, one action. Opportunity Sold followed by a spreadsheet row fits. Add a filter, Search Customer or a second action and the Zap turns multi-step, which needs a paid plan. The grid below only concerns polling triggers, and LeadStation has none.

Connect

Connect LeadStation to Zapier

  1. 01

    Open Apps

    In your Zapier account, go to Apps and click + Add connection. A connection is your LeadStation account linked once, then reused by every Zap that works with LeadStation.

  2. 02

    Select LeadStation

    Type LeadStation in the search box of the dialog, select it, then click Add connection. A new browser tab opens on the LeadStation side to finish the link.

  3. 03

    Sign in and grant access

    Log in to LeadStation in that tab and allow Zapier into the account. You need your own LeadStation account, plus access to any customers or opportunities owned by others that the Zap should touch.

First Zap

Your first LeadStation Zap

GoalLog each lost opportunity that matches a rule in a review spreadsheet

  1. 01

    Build: the trigger

    Create a Zap, choose LeadStation and the Opportunity Lost event, select your connection, then pick the funnel to watch in Funil, which is required.

  2. 02

    Test on real data

    Run the test. Zapier brings back the three most recent items from your account, so you map fields on a real deal rather than a blank template.

  3. 03

    Add the filter

    Click the plus icon, add Filter, and fill the three boxes: the field, the rule, the value. Use a text rule for text and a number rule for numbers, or nothing passes.

  4. 04

    Add the spreadsheet

    Add your spreadsheet as the action, choose the event that adds a row, and map each opportunity field to a column. Test it once and read what came back.

  5. 05

    Publish

    Click Publish to switch the Zap on. With the filter, it is a multi-step Zap and runs on a paid plan; drop the filter to stay on the free one.

Triggers

LeadStation triggers

4 events start a Zap when something happens in LeadStation, and 4 of them are instant: the app calls Zapier straight away, whatever your plan.

1

Customer Created

Instant trigger

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

Starts the Zap whenever a new customer is created in LeadStation, for the customer type you choose, and passes that customer to the next step.

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 new customer should appear in another tool, a shared sheet or a contact list, without someone copying it over.
Watch out
the customer type is required, so one Zap follows one type; companies and people may need a Zap each.
2

Opportunity Created

Instant trigger

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

Fires when a new opportunity is opened in the funnel you pick, and hands the opportunity to the following steps.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
every new deal in a given funnel should trigger a heads-up or a row for whoever tracks the pipeline.
Watch out
the funnel is required, so opportunities opened in another funnel never reach this Zap.
3

Opportunity Lost

Instant trigger

In Zapier“Triggers when an opportunity is lost.”

Runs as soon as an opportunity is marked lost in the chosen funnel, carrying the lost deal into the Zap.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
lost deals should be gathered in one list, so the team can look back at them together instead of one by one in the CRM.
Watch out
deals lost before the Zap was published are not replayed; the list only grows from that day on.
4

Opportunity Sold

Instant trigger

In Zapier“Triggers when an opportunity is sold.”

Goes off when an opportunity is won in the funnel you select, and passes the sale to the next steps of the Zap.

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 closed sale should reach the people who act on it next, without a salesperson having to tell them.
Watch out
if the same Zap writes back into LeadStation, check it cannot set off its own trigger again and burn tasks.
Actions

LeadStation actions

LeadStation gives you 2 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Create Opportunity

Action

In Zapier“Create an opportunity”

Opens a new opportunity in LeadStation, in the funnel and for the customer type you set.

When to use it
a request captured in another tool should become a deal in your LeadStation pipeline straight away.
Watch out
both Tipo de cliente and Funil are required, so the funnel must already exist in your account.
2

Save Customer

Action

In Zapier“Update or create a new company or person”

Creates a company or a person in LeadStation, or deals with the existing customer when one already matches by CPF/CNPJ, email or phone.

When to use it
customers come from outside LeadStation and you want one record per customer, not a pile of duplicates.
Watch out
the required Atualizar cliente setting decides whether a match gets its data updated or is just returned as it is.
Searches

LeadStation search

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

A search step reads a customer already in LeadStation and hands it to the steps after it. In the editor, it sits at the bottom of the Action event list, under SEARCH. LeadStation offers no find-or-create variant of it.

1

Search Customer

Search

In Zapier“Search customers by the type, SSN/EIN, e-mail or phone”

Looks up a LeadStation customer by type, by SSN/EIN, by email or by phone, and returns the record for the following steps.

When to use it
a Zap started elsewhere needs to know whether the person is already a LeadStation customer before going on.
Watch out
on its default setting, a customer that is not found stops the Zap at this step.

The three settings every search exposes

  1. Successful if no search results are found?
    On its default, a search that finds nothing stops the Zap there and the steps that relied on it are skipped. Switch it on and 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. Search Customer does not offer it; Save Customer is the step that creates a missing customer.
  3. If multiple search results are found?
    Three ways out when several customers match: keep the first one, which is the default, stop the Zap, or pass all of them on at once.
When it breaks

When a LeadStation Zap breaks

Zapier links no help article to LeadStation, so the cases below are the general ones any Zap can hit. With required funnels and customer types everywhere, they show up early.

Most are silent: no error banner, just a Zap that does less, or more, than planned. If something still looks off after these checks, the Zapier troubleshooting guide picks it up from there.

  • Past deals never come through

    A Zap reacts only to what happens after you switch it on. Customers and opportunities from before stay where they are; moving them is a separate job.

  • The Zap that feeds itself

    A Zap that writes into the very place its trigger watches sets itself off again and again, and burns through your task count fast.

  • A bulk import held back

    When a trigger suddenly returns a huge batch, after a bulk import or a migration, Zapier's flood protection can hold it back.

  • The wrong funnel

    Opportunity triggers watch one funnel each. A deal created, won or lost in another funnel simply never reaches the Zap, without any error.
Need help

Need help automating LeadStation with Zapier?

A person reads every message.

FAQ

LeadStation Zapier integration: questions people ask

01Is the LeadStation Zapier integration free?
Yes. LeadStation is not a premium app, so it runs on Zapier's free plan, which includes 100 tasks a month and unlimited Zaps. What people miss is the two-step limit: on the free plan a Zap holds one trigger and one action, nothing more. Opportunity Sold followed by a spreadsheet row fits. Add a filter, the Search Customer step or a second action and the Zap turns multi-step, which needs a paid plan. Prices are not given here because they change too often.
02How many tasks does a LeadStation Zap use?
One task for each action that succeeds, none for the trigger. A Zap that writes every lost opportunity into a sheet costs one task per lost deal. If it also saves the customer somewhere else, it costs two. Failed actions are not counted, and Zapier waiting for LeadStation to report an event costs nothing at all. A few apps and a few actions do take more than one task when they complete, so check the receiving side too.
03Is LeadStation real time on Zapier?
Yes, for all four triggers. LeadStation tells Zapier the moment a customer is created or an opportunity is opened, won or lost, and the Zap starts at once. The polling interval grid of the plans does not apply here, so the free plan reacts as quickly as Enterprise. That behaviour is set on LeadStation's side and cannot be switched in the editor, where these Zaps show a lightning bolt. A sale closed in LeadStation is therefore in your sheet by the time anyone thinks to check.
04What does it take to connect LeadStation to Zapier?
Your own LeadStation account, plus access to any customers or opportunities owned by others that the Zap should touch. In Zapier, open Apps, click + Add connection, search for LeadStation and confirm with Add connection, then sign in to LeadStation in the new tab and grant access. Before building, create the funnels and customer types your Zaps will need, since several steps require them and cannot be set without them, whatever plan you are on.
05Why are some LeadStation fields in Portuguese?
Because that is how LeadStation labels them in Zapier, and the editor shows those labels as they are. The ones you meet most are Tipo de cliente, the customer type, Funil, the funnel, and Atualizar cliente, the setting on Save Customer that decides whether a matching customer gets updated or simply returned. All three are required where they appear, so it pays to know what each one means before you start mapping fields.
06What if the LeadStation action you need does not exist?
Then the integration does not cover it as it stands. Zapier offers two LeadStation actions, Create Opportunity and Save Customer, plus one search that only reads. There is no delete action and no step to move an opportunity to another stage. A filter or a search can shape what reaches those two actions, but it cannot add a third. For anything beyond the list, the request has to go to LeadStation or the job has to run another way.
07Zapier, Make or n8n for LeadStation?
It depends on your criteria rather than any ranking. Zapier is quick to learn, and the instant triggers mean even the free plan reacts straight away, as long as each Zap stays at two steps. Once you add filters, searches and several actions, the paid plan and the task count become the main cost. Make and n8n handle billing and multi-step logic differently, so weigh them on your volume, the steps you need and who maintains the workflows.
Same platform

Other docs you might need on this stack.

Browse all integrations