LeadSnap

How automations work in the CRM. The basic guide to crafting your own unique automation.

How To Setup Automations

How to configure spam filtering to block unwanted form submissions

Enable Spam Filters For Form Submissions

How to create and manage pipelines in LeadSnap for prospecting or nurturing

How To Setup Pipelines

How to automate sending out reports for phone calls and or form submissions.

Automate Reports For Calls and Form Leads

This article shows how the web forms area within LeadSnap works and how to map them properly.

How The Website Forms Work In LeadSnap

How to setup LeadSnap to be white labeled for your agency or business

How To White Label LeadSnap

Create custom user roles and assign them to give specific access to LeadSnap

How To Setup Custom User Permissions

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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