Seamless Zapier Integration & Enhanced Lead Qualification Visibility!

Another week flies by at LeadHQL, and Week Four has been all about refining your workflows and enhancing transparency! Building on the excitement from our Dubai expansion and platform updates last week, the team has been laser-focused on making your lead management process smoother and more insightful. Let's dive into what's new!

Streamlining Your Workflows: Major Zapier Integration Upgrade!

Automation is key to efficiency, and we've just rolled out a significant improvement to our Zapier integration. We heard your feedback and recognised that our previous API key authentication method, while functional, had room for improvement, particularly concerning token refreshes.

Over the weekend, we successfully integrated OAuth 2.0 authentication with Zapier!

What does this mean for you?

1. Simplified Authentication: Gone are the days of generating and copying API keys. You can now authenticate your LeadHQL account directly with Zapier using your standard login credentials. It’s quicker, easier, and more secure.
2. Automatic Token Refresh: Previously, expiring API tokens could cause interruptions and required manual intervention. With OAuth 2.0, authentication tokens are now automatically refreshed between LeadHQL and Zapier, ensuring your automated workflows (Zaps) run continuously without disruption.

This upgrade makes connecting LeadHQL to the thousands of apps available on Zapier more seamless than ever.

How to Leverage Zapier:

• Get Your Invite: The Zapier integration is currently available via invite. If you haven't already, simply sign in to the LeadHQL platform, navigate to the 'Lead Sync' section, and click the 'Get Invite' button.
• Unlock Automation: Once authenticated, use the "New Lead" trigger in Zapier. This allows you to instantly send new leads from LeadHQL to your CRM (like Salesforce, HubSpot, etc.), add them to email marketing sequences, create tasks for your team, send Slack notifications, and much, much more. The possibilities to streamline your follow-up process are truly endless!

Enhanced Transparency: Track Your Qualified Leads' Journey

For our valued partners utilising LeadHQL's specialized lead qualification service – where our team calls and qualifies leads on your behalf – we've added a powerful new layer of transparency.

We understand the importance of knowing exactly where each prospect stands in the qualification process. Now, within the LeadHQL platform, users of this service can follow the complete journey for each lead handled by our qualification team. You'll be able to see:

• Upcoming Tasks: Know what next steps are planned.
• Logged Phone Calls: See records of interactions.
• Detailed Notes: Access insights and notes gathered during qualification calls.

This enhancement provides unprecedented visibility, allowing you to stay perfectly aligned with our qualification efforts and better prepare for your own interactions with the qualified prospect.

Continuous Improvement: Bug Fixes & Backend Enhancements

Alongside these major updates, we've continued to squash bugs and refine our internal admin backend. While less visible, these improvements are crucial for maintaining a smooth, reliable platform and enable us to streamline the overall user experience for everyone using LeadHQL.

Looking Ahead

These updates represent our ongoing commitment to providing the most powerful and user-friendly lead generation platform for real estate professionals. The move to OAuth 2.0 for Zapier simplifies automation, while the enhanced qualification tracking brings valuable transparency.

We're incredibly excited about the positive impact these changes will have on your daily operations. Dive into the platform, get your Zapier invite if you haven't already, and (for qualification service users) explore the new lead journey details!

Thank you for being part of the LeadHQL community. We're already hard at work on the next set of features!