LeadConnector
CRM and marketing automation platform for agencies — manage contacts, conversations, calendars, opportunities, invoices, and workflows.
Three ways to use LeadConnector
Chat with Geni
Ask Geni to pull data, take actions, or answer questions using this integration in a conversation.
Build a workflow
Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.
Power an app
Use this integration as a data source or action layer behind a dashboard, form, or internal tool.
Supported tools
Actions your AI agents can perform with LeadConnector.
Add Contact to Campaign
Add a contact to a specific campaign.
Add Contact to Workflow
Add a contact to a workflow, optionally specifying an event start time.
Add Followers to Contact
Add follower users to a contact.
Add Followers to Opportunity
Add follower users to an opportunity.
Add Inbound Message
Add an inbound message to a conversation (from a custom channel provider).
Add Message Attachments
Adds attachments to an existing message.
Get started automating LeadConnector
Ready-to-use workflows
Prompts using LeadConnector
Win back no-show and cancelled appointments every morning
Every weekday morning, every appointment that fell through yesterday gets a personal text or email inviting them to rebook, plus a task for the right rep.
A client health board for your GoHighLevel sub-accounts
One page ranks every client sub-account by how much it slipped this period, so you know who to call today without logging into each account.
A revenue and receivables dashboard for GoHighLevel
Pick any date range and see what you collected, what is still owed and how late it is, then chase it without leaving the page.
A morning pipeline board for your GoHighLevel deals
See every open deal as a card, spot the ones going stale, and move, edit or reply to them without opening the CRM.
Enrich and score new LeadConnector leads, alert sales on hot ones
Every new contact gets researched, scored against your ideal customer profile, and tagged hot, warm or cold, with only the hot ones reaching Slack.
Weekly stale pipeline report that tells reps what to say
Every Monday at 8am, find the deals that have gone quiet, draft a specific re-engagement message for each one, and post them ranked by value.
Monthly client performance report from your LeadConnector sub-account
On the first business day of each month, your client gets a plain-English recap of last month's leads, deals, appointments, and revenue.
Chase overdue LeadConnector invoices every weekday morning
Every weekday at 9am, send escalating payment reminders to every customer with an overdue invoice, log each one, and brief your finance channel.