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LetsLigo Zapier integrationAutomate LetsLigo with Zapier.
The LetsLigo Zapier integration gives you 4 triggers, 3 actions and 1 search. Contacts, pipeline stages and tasks can all move in and out of the CRM, and the four triggers are instant, so even a free account reacts the moment something changes.
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What the LetsLigo Zapier integration is for
LetsLigo is a CRM for people whose work runs on their network: contacts, a pipeline, tasks and the history of each relationship. With Zapier, those contacts, stage changes and tasks can start work in your other tools, and other tools can create contacts, update them and attach tasks inside LetsLigo.
A follow-up task for every stage change. Contact Pipeline Stage Changed fires when a contact moves along your pipeline. Follow it with Create Task and the next step is written down, dated and attached to the right person, without you opening the CRM.
Contacts that arrive from elsewhere. Create Contact only needs a name. Someone who reaches you through another tool can land in LetsLigo straight away.
The right contact, found by email. Find Contact looks up a person by their exact email address. Place it before Update Contact or Create Task, and those actions know which record to work on even when the earlier step only carried an email.
What Zapier does not do for LetsLigo: there is no action to delete a contact or to move it to another stage, and the search only matches an exact email, never a name or a partial address. If you would rather not wire this into a wider setup alone, get in touch with our Zapier agency.
Zapier vocabulary in one minute
Eight Zapier words come back on this page. Here they are once, in plain English.
- 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, such as a new contact. Once the Zap is on, Zapier waits for it.
- Action
- What the Zap does after it starts: the step that writes, sends or moves something on your behalf.
- Task
- The unit Zapier bills: one action your Zap completes successfully. Not to be confused with a LetsLigo task.
- Polling vs instant
- Polling: Zapier checks the app on a timer. Instant: the app calls Zapier itself the moment the event happens.
- Filter
- A step that lets the Zap go on only when the incoming data meets the condition you set, and stops it otherwise.
- Search step
- A step that looks up something already in an app, so the steps after it can use what it found.
- Connection
- Your LetsLigo account linked to Zapier once, then reused by every step that works with LetsLigo.
What it really costs
LetsLigo is not a premium app, so it runs on the free plan. You pay in tasks, and only for completed actions.
- Premium appNo, works on the free plan
- Free plan100 tasks a month, two-step Zaps
- Triggers4, all instant, free
- Search in a ZapMakes it multi-step, paid plan
None of the four triggers costs a task, and Zapier waiting for events is free too. Each action that goes through counts as one task, and a failed one is not counted. The free plan gives 100 tasks a month and builds two-step Zaps only: one trigger, one action. A filter, a second action or a Find Contact step turns the Zap into a multi-step Zap, which needs a paid plan. All triggers are instant, so the polling interval of your plan never delays them.
Connect your LetsLigo account
- 01
Open your connections
In Zapier, go to the Apps page of your account and click + Add connection. You need an existing LetsLigo account first, with access to the contacts the Zap will touch.
- 02
Pick LetsLigo
Type the app's name in the dialog that appears, select LetsLigo in the results, then click Add connection. A new browser tab opens on the LetsLigo side.
- 03
Sign in and grant access
Log in to LetsLigo in that tab and allow Zapier to use the workspace. If the contacts the Zap will touch belong to a colleague, check that your login can read or edit them.
Your first Zap: a follow-up task when a contact changes stage
GoalWhen a LetsLigo contact moves to the stage you care about, a dated task is attached to that contact.
- 01
Pick the trigger
Create a Zap, choose LetsLigo as the app that starts it and Contact Pipeline Stage Changed as the event. Select the connection you set up earlier.
- 02
Test with a real move
Run the test. Zapier brings back the three most recent stage changes, so you pick a real contact and map its details in the following steps.
- 03
Keep only the stage you want
Click the plus icon, add Filter and fill the three boxes: the field holding the stage, the rule, the value. Use a text rule for a stage name.
- 04
Attach the task
Add LetsLigo again with Create Task. Map the contact from the trigger, write the title and set the due date, all three required. The filter makes this a multi-step Zap, so a paid plan is needed.
- 05
Test, then publish
Run each step once, open the contact in LetsLigo and check the new task is attached to it. Then click Publish to switch the Zap on.
The 4 LetsLigo triggers
4 events start a Zap when something happens in LetsLigo, and 4 of them are instant: the app calls Zapier straight away, whatever your plan.
New Contact
Instant triggerIn Zapier“Triggers when a new contact is created in the workspace.”
Starts the Zap each time a contact is added to your LetsLigo workspace and passes their details on, whoever created them and however.
Contact Pipeline Stage Changed
Instant triggerIn Zapier“Triggers when a contact moves to a different pipeline stage.”
Reacts when a contact moves to a different stage of your pipeline. It is the trigger that follows the relationship itself rather than the record.
Updated Contact
Instant triggerIn Zapier“Triggers when a contact is updated.”
Fires whenever an existing contact is edited in LetsLigo, and hands over the updated record so other tools can catch up.
New Task
Instant triggerIn Zapier“Triggers when a new task is created.”
Goes off when a task is created in LetsLigo, so to-dos born in the CRM can show up wherever you actually plan your day.
The 3 LetsLigo actions
LetsLigo gives you 3 actions. For each one: what it does for you, when to reach for it, and what to watch out for.
Operations index
Create Contact
ActionIn Zapier“Creates a new contact in the workspace.”
Adds a new person to the workspace from data another tool collected. Only the name is required.
Create Task
ActionIn Zapier“Creates a task attached to a contact.”
Attaches a to-do to an existing contact, with a title and a due date, all three required.
Update Contact
ActionIn Zapier“Updates an existing contact.”
Edits a contact already in LetsLigo once you tell it which one, through the picker or an identifier from an earlier step.
The LetsLigo search
1 search step looks for data that already exists in LetsLigo, so a later step can use it.
A search step looks up something already in LetsLigo and hands it to the next steps. In the editor, searches sit at the bottom of the Action event list, under SEARCH. Three settings decide what happens when the result is not a single clean match.
Find Contact
SearchIn Zapier“Finds a contact by exact email address (single API lookup, no list pagination).”
Looks up one LetsLigo contact by its exact email address and hands the record to the following steps, ready for Update Contact or Create Task.
The three settings every search exposes
- Successful if no search results are found?Left on its default, a search that finds nobody stops the Zap there and the dependent steps are skipped. Switched on, the Zap carries on without a contact.
- Create X if it doesn't exist yet?Ticking this box would turn the search into a find-or-create. LetsLigo offers no such variant on Zapier, so Find Contact only ever looks.
- If multiple search results are found?Three ways out: keep the first match, which is the default, stop the Zap, or pass all matches on at once.
When it breaks
Zapier attaches no help article to LetsLigo and documents no limit specific to it. What breaks comes from Zapier's general rules and from the required fields of the actions.
Four cases come back most often. None of them shows up while you build, which is why they catch people out. When a run fails, start from our Zapier troubleshooting page and the task history of the Zap.
Old contacts and tasks never arrive
A Zap only sees what happens after it is published. Contacts and tasks already in LetsLigo fire nothing; moving them is a separate job.The Zap triggers itself
Create Contact under New Contact, Update Contact under Updated Contact, Create Task under New Task: each run fires the trigger again and burns tasks fast.A bulk import is held back
When a bulk import or a migration creates a huge batch of contacts at once, Zapier's flood protection can hold that batch back.Find Contact returns nothing
The search needs the exact email. With the default setting, an empty result stops the Zap and the task or update after it never happens.
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