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leadtributor.cloud Zapier integrationAutomate leadtributor.cloud with Zapier.
The leadtributor.cloud Zapier integration gives you 8 triggers, 9 actions and 4 searches. Every trigger is instant, so new leads, closed leads and partner changes reach your Zap straight away. Here is what each step does, what it costs and the partner rules that trip people.
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What the leadtributor.cloud Zapier integration is for
leadtributor.cloud is B2B software for companies that sell through distribution partners: it routes leads to those partners and lets you follow the forecast with them. Connected to Zapier, it can start an automation when a lead or a partnership changes, and it can create leads, hand them to partners and manage partner records from your other apps.
Three outcomes people build first. Leads that reach a partner without a manual step: LeadCreated fires and Offer Lead puts the lead on a market, where your distribution rules pick the partners. A closing report outside the platform: LeadClosed starts the Zap, Get Lead pulls the prospect's contact data and interest fields, and a spreadsheet keeps the record. A partner list that stays tidy: SalesPartnerInvitationAccepted and SalesPartnerEnded tell your other tools who joined and who left.
What the integration does not do. There is no action to edit or delete a lead once it exists, and leads created through Zapier always use the company's default form. Partner deletion only works on partners whose status is ENDED, PENDING or DECLINED, and the end customer rating only works when that option is switched on in the partner settings. And no Zap catches up on events that happened before you published it.
The upside is speed: all eight triggers are instant, so the interval grid of the free plan does not slow anything down. For a wider look at the tool, read the Zapier review; if you would rather have the partner flows built for you, see the Zapier agency page.
Zapier vocabulary in one minute
Eight terms come back throughout this page. Here they are, in everyday words.
- 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 on, Zapier waits for that event and reacts to nothing else.
- Action
- What the Zap does once it has started: the step that creates, sends or changes something for you in an app.
- Task
- The unit Zapier bills: one action that completes successfully. Your plan's allowance is simply a 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 continue only when the incoming data meets a condition you set, and stops it otherwise.
- Search step
- A step that looks up something already in an app, such as a lead or a partner, so later steps can use what it found.
- 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.
What a leadtributor.cloud Zap costs
leadtributor.cloud is not a premium app, so it works on the free plan. Only the actions that succeed after the trigger use tasks.
- Premium appNo, works on the free plan
- Free plan100 tasks a month, two-step Zaps
- Trigger cost0 tasks
- leadtributor.cloud triggersAll 8 instant, no waiting interval
The trigger never costs a task, and neither does Zapier waiting for leadtributor.cloud to call. Each action that succeeds counts as one task; an action that fails is not counted. The free plan gives 100 tasks a month and unlimited Zaps, but only two steps per Zap: one trigger, one action. LeadCreated followed by Offer Lead fits. Add Get Lead, a filter or a second action and the Zap becomes multi-step, which needs a paid plan. The interval grid below only concerns polling triggers; leadtributor.cloud has none.
Connect leadtributor.cloud to Zapier
- 01
Go to Apps
In your Zapier account, open Apps and click + Add connection. A connection is your leadtributor.cloud account linked once, then reused by every Zap that works with it.
- 02
Pick leadtributor.cloud
Search for leadtributor.cloud in the dialog, select it and click Add connection. A new browser tab then opens on the leadtributor.cloud side to finish the link.
- 03
Sign in and grant access
Log in to leadtributor.cloud in that tab and allow Zapier into the account. You need your own account, plus access to any leads or partner records owned by others that the Zap should touch.
Your first leadtributor.cloud Zap
GoalCopy the contact data of every closed lead into a reporting spreadsheet
- 01
Build: the trigger
Create a Zap, choose leadtributor.cloud as the app and
LeadClosedas the event, then select the leadtributor.cloud connection you just added. - 02
Test on a real lead
Run the test. Zapier brings back the three most recent closed leads from your account, so you map fields on real data instead of an empty template.
- 03
Add the search
Click the plus icon and pick
Get Leadunder SEARCH. Map the lead ID that the trigger returned: it is the one required field, and it unlocks the contact data. - 04
Add the spreadsheet
Add your spreadsheet as the action, choose the event that adds a row, and map the contact data and interest fields to their columns. Test it once and read what came back.
- 05
Publish
Click Publish to switch the Zap on. With a search in the middle, this is a multi-step Zap, so it runs on a paid plan only.
leadtributor.cloud triggers
8 events start a Zap when something happens in leadtributor.cloud, and 8 of them are instant: the app calls Zapier straight away, whatever your plan.
BrokerageFailed
Instant triggerIn Zapier“Triggers when a brokerage fails.”
Starts the Zap when a brokerage fails (a brokerage being what Offer Lead starts on a market), and passes that failed brokerage on to the next steps.
LeadAssignedDirectly
Instant triggerIn Zapier“Triggers when a lead was assigned directly.”
Fires when a lead is assigned straight to a partner, without going through a market, and hands that assignment to the next steps.
Assign Lead to Partner step inside the same Zap would set this trigger off again.LeadClosed
Instant triggerIn Zapier“Triggers when a lead is closed.”
Goes off when a lead is closed in leadtributor.cloud, which makes it the natural starting point for any report on finished leads.
LeadCreated
Instant triggerIn Zapier“Triggers when a new lead is created.”
Runs as soon as a new lead is created in leadtributor.cloud, and carries it into the Zap so the following steps can route or record it.
Create Lead step in the same Zap creates a lead, which fires this trigger again and can loop.LeadDeleted
Instant triggerIn Zapier“Triggers when a lead is deleted.”
Reacts when a lead is deleted, so the tools that kept a copy of it can learn that it is gone.
Get Lead step placed after this trigger has nothing left to fetch.LeadOfferAccepted
Instant triggerIn Zapier“Triggers when a lead offer is accepted.”
Reports the moment a partner accepts a lead offered on a market, and passes the accepted offer to the next steps of the Zap.
SalesPartnerEnded
Instant triggerIn Zapier“Triggers when a sales partnership has ended.”
Kicks in once a sales partnership has ended, and carries that partner's details along to the next steps.
End Sales Partner Relationship step in the same Zap ends a partnership too, and fires this trigger once more.SalesPartnerInvitationAccepted
Instant triggerIn Zapier“Triggers when a salespartner has accepted your invitation.”
Wakes the Zap up as soon as a sales partner accepts the invitation you sent, and hands the new partner to the following steps.
leadtributor.cloud actions
leadtributor.cloud gives you 9 actions. For each one: what it does for you, when to reach for it, and what to watch out for.
Operations index
Add Note to Lead
ActionIn Zapier“Adds a note to the journal of a lead.”
Writes a note in a lead's journal, either shared beyond your company or kept internal to it.
Assign Lead to Partner
ActionIn Zapier“Assign a lead to a partner. It results in a direct commission to the given partner using the provided sales pipeline (or using the default if left empty).”
Hands a lead to one named partner, which creates a direct commission through the sales pipeline you give, or the default one.
LeadAssignedDirectly may then run.Create Lead
ActionIn Zapier“Creates a new lead using the default form of the company.”
Creates a new lead in leadtributor.cloud through the company's default form.
Delete Sales Partner
ActionIn Zapier“Permanently removes a sales partner record. Only allowed when the partner status is ENDED, PENDING, or DECLINED.”
Removes a sales partner record for good.
End Sales Partner Relationship
ActionIn Zapier“Ends an active sales partner relationship. The partner status changes to ENDED.”
Ends an active sales partner relationship and switches the partner's status to ENDED.
SalesPartnerEnded may then run.Invite Sales Partner
ActionIn Zapier“Sends an email invitation to a potential sales partner.”
Sends an email invitation to someone you want as a sales partner.
Offer Lead
ActionIn Zapier“Offer a lead on a market. It results in a brokerage which offers the lead to possible sales partners according to the distribution rules configured on the market.”
Puts a lead on a market, which starts a brokerage: the lead is offered to possible partners following that market's distribution rules.
Submit End Customer Rating
ActionIn Zapier“Submits or updates the rating an end customer gives for the sales partner who processed their lead. Requires the end customer rating to be enabled in the sales partner settings.”
Records or updates the rating an end customer gives the partner who processed their lead, from 1 star (worst) to 5 (best).
Update Sales Partner
ActionIn Zapier“Updates the tags and attributes of a sales partner.”
Changes the tags and attributes of an existing sales partner record.
List Sales Partners or Get Sales Partner step first when you do not have it.leadtributor.cloud searches
4 search steps look for data that already exists in leadtributor.cloud, so a later step can use it.
A search step reads a lead or a partner already in leadtributor.cloud and hands it to the next steps. In the editor, the four searches sit at the bottom of the Action event list, under SEARCH. None of them has a find-or-create variant.
Get Lead
SearchIn Zapier“Gets a lead by ID, including the contact data of the prospect and the interest fields.”
Fetches a lead by its ID, with the prospect's contact data and the interest fields, so later steps get the whole record.
LeadClosed, to send the full lead to a report.Get Lead Duplicates
SearchIn Zapier“Returns a list of potential duplicate leads for a given lead, each with a confidence score and the matching criteria that triggered duplicate detection.”
Returns the leads that might duplicate a given one, each with a confidence score and the criteria that matched.
Get Sales Partner
SearchIn Zapier“Gets a sales partner by ID.”
Pulls one sales partner record from its ID, so later steps can use the partner's details.
List Sales Partners
SearchIn Zapier“Returns a list of your sales partners, optionally filtered by status.”
Returns your sales partners, and can narrow the list down to one status.
Delete Sales Partner.The three settings every search exposes
- Successful if no search results are found?On its default, a search that finds nothing stops the Zap there and the steps that depend on it are skipped. Switch it on and the Zap carries on empty-handed.
- Create X if it doesn't exist yet?This box turns a search into a find-or-create. No leadtributor.cloud search offers it, so a missing lead is created with Create Lead instead.
- If multiple search results are found?Three ways out when several items match: keep the first one, which is the default, stop the Zap, or pass all of them on at once.
When a leadtributor.cloud Zap breaks
Zapier links no help article to leadtributor.cloud. The cases below mix the general failures of any Zap with the conditions the app sets on some of its own actions.
Most of them fail quietly: the Zap stops at one step, or runs more than planned. If something still looks wrong after these checks, the Zapier troubleshooting guide takes over.
Past leads never arrive
A Zap only reacts to what happens after you switch it on. Leads and partner changes from before stay where they are; moving them is a separate job.The Zap that sets itself off
Create Lead under LeadCreated, or End Sales Partner Relationship under SalesPartnerEnded: a Zap writing where its trigger watches loops and burns tasks.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.Deleting an active partner
Delete Sales Partner refuses any partner whose status is not ENDED, PENDING or DECLINED. End the relationship first, then delete.Rating switched off
Submit End Customer Rating fails as long as end customer rating is not enabled in the sales partner settings of leadtributor.cloud.A missing ID
Most actions want a lead, partner, market or commission ID. Map each one from the trigger or from a search placed earlier in the Zap.
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