Connect to CRM (Zapier)
Connect Lead2Team to your CRM through Zapier to send every new contact across automatically, with nobody copying anything by hand.
Integration options
| Tool | Description | Best for |
|---|---|---|
| Zapier | Platform with thousands of integrations | Connecting to CRMs and email marketing |
| Manual export | Excel download | Teams without automation |
Setting it up with Zapier
- Create an account at zapier.com
- Create a new Zap with the trigger "New contact in Lead2Team"
- Set up the action "Create contact in [your CRM]"
- Map the fields: name, email, phone
- Turn the Zap on
From then on, every new contact goes to your CRM on its own.
💡 Tip: start with one simple automation (contact → CRM) and add the more involved steps once that one is running.