> ## Documentation Index
> Fetch the complete documentation index at: https://docs.leadscoutapp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Automate LeadScout workflows with Zapier integration

> Use Zapier to automate workflows between LeadScout and tools like HubSpot, Salesforce, Slack, and Google Sheets — no code required.

LeadScout's Zapier integration lets you connect your field sales data to thousands of other tools without writing a line of code. When something happens in LeadScout — a new prospect is added, a status changes, an appointment is scheduled — Zapier can automatically push that information to your CRM, notify your team in Slack, add a row to a spreadsheet, or trigger any other action your workflow needs.

<Note>
  The Zapier integration is available on the **Pro** and **Scale** plans. If you're on Scout Buddy, upgrade under **Settings → Billing** to access it.
</Note>

## What you can automate

<CardGroup cols={2}>
  <Card title="Push leads to your CRM" icon="database">
    Automatically create or update contacts in HubSpot or Salesforce whenever a new prospect is added or a status changes in LeadScout.
  </Card>

  <Card title="Notify your team in Slack" icon="message-square">
    Send a Slack message to a channel or person when a prospect's status changes or a new appointment is booked.
  </Card>

  <Card title="Log appointments to a spreadsheet" icon="table">
    Add a new row to Google Sheets or Airtable whenever an appointment is created, keeping your records automatically up to date.
  </Card>

  <Card title="Trigger multi-step workflows" icon="zap">
    Chain actions across multiple apps — for example, create a CRM contact, send a confirmation email, and log the lead to a sheet in one Zap.
  </Card>
</CardGroup>

## Set up a Zap

<Steps>
  <Step title="Find LeadScout on Zapier">
    Log in to your Zapier account at [zapier.com](https://zapier.com). In the search bar, search for **LeadScout** to find the official app integration.
  </Step>

  <Step title="Create a new Zap">
    Click **Create Zap** and select **LeadScout** as the trigger app. Choose the trigger event that should start your workflow — for example, "New Prospect" or "Prospect Status Changed".
  </Step>

  <Step title="Connect your LeadScout account">
    When prompted, click **Sign in to LeadScout** and authorize Zapier to access your account. You only need to do this once; Zapier saves the connection for all future Zaps.
  </Step>

  <Step title="Configure the trigger">
    Follow Zapier's prompts to set up the trigger. You can often add filters at this step to narrow which records activate the Zap — for example, only prospects with a specific status.
  </Step>

  <Step title="Add an action">
    Choose the app you want to send data to (HubSpot, Slack, Google Sheets, etc.) and pick the action (create contact, post message, add row, etc.). Map the LeadScout fields to the fields your action app expects.
  </Step>

  <Step title="Test and turn on">
    Run a test to confirm data flows correctly, then turn your Zap on. It runs automatically in the background from this point forward.
  </Step>
</Steps>

## Common field mappings

When setting up actions in Zapier, you will map LeadScout data to your destination app's fields. Here are the most commonly used LeadScout fields:

| LeadScout field      | Typical use                          |
| -------------------- | ------------------------------------ |
| Prospect address     | Contact address in a CRM             |
| Prospect status      | Lead stage or pipeline stage         |
| Assigned team member | Owner or assigned rep in CRM         |
| Appointment time     | Meeting date/time in calendar or CRM |
| Notes                | Contact notes or activity log        |
| Tags                 | CRM labels or list membership        |

<Tip>
  If the LeadScout field you need does not appear during field mapping, run a test trigger first. Zapier needs at least one real LeadScout record to detect all available fields.
</Tip>

## Troubleshooting

<AccordionGroup>
  <Accordion title="My Zap isn't triggering">
    Check that your Zap is turned on in Zapier. Also confirm the event type you selected matches the action you're performing in LeadScout — for example, a "New Prospect" trigger only fires when a new record is created, not when an existing one is updated.
  </Accordion>

  <Accordion title="Fields are missing in Zapier">
    Pull fresh sample data by clicking **Test trigger** in Zapier. If a field is missing, make sure the LeadScout record you're testing with actually has a value for that field.
  </Accordion>

  <Accordion title="I can't find my LeadScout account to connect">
    Make sure you are logged in to the correct LeadScout account in your browser before authorizing Zapier. If you manage multiple LeadScout companies, each one requires a separate Zapier connection.
  </Accordion>
</AccordionGroup>