Ready to connect from Settings
Arive is included on Free, so you don’t need a Leaf360 upgrade to connect it. Other integrations require an upgrade. See Plans and billing, or contact support to check the upgrade for a connection you need. Open Settings, then Integrations. Each tool’s a card; click it and sign in to the other side. Integration settings covers how that shelf works and whose account a connection uses.Loan origination
- Encompass, milestones mapped to your loan statuses
- Arive, statuses kept in step both ways, and Connecting Arive screen by screen
Meetings and scheduling
- Zoom, your own account, meetings, webinars, recordings and transcripts
- Calendly, a booking becomes a lead or attaches to the person already in your database
- Meeting notes, which isn’t another company’s tool. It’s Leaf360’s own notetaker, which joins your Zoom or Microsoft Teams calls, on the same shelf because that’s where the recordings come from
Your own inbox and calendar
Connect your Google or Outlook account under Settings and every one-to-one email you send from Leaf360 goes out from your own address, with no monthly cap on any plan. Your calendar shows up in the Inbox view alongside the conversations. Plans and billing has the details on what counts as inbox email and what counts as a campaign.Leads that post straight in
A lead source that can post to a URL can land leads in your pipeline without anyone retyping them.- Connecting LendingTree walks through the LendingTree webhook, long form and short form, screen by screen.
- For any other source, the Webhook trigger in the workflow builder starts a workflow from whatever the other system sends, so that way the rest of the workflow can create the lead and do the follow-up.
Steps inside a workflow
The workflow builder has a row of connectors: Slack, Google Calendar, Gmail, Google Meet, Google Drive, Google Docs, Google Sheets, Microsoft Teams, Zoom, Outlook, HubSpot, Salesforce, Typeform, Zapier, and more. It also has a Follow Up Boss step and a Push to Fello step. A connector shows its own account and field mapping when you click it, and what it can do depends on the actions that connector offers and the account you authorize. You’ll notice the list grows without a guide for every name, so the builder’s own step settings are the place to see what a connector does today.Connecting anything else
Two steps in the workflow builder reach a system that has no card of its own. HTTP Request calls any web service, with your method, headers and body. HTTP Request + Wait for Callback sends the request and holds the workflow until the answer comes back. Together with the Webhook trigger, that’s enough for most systems. There isn’t a written reference for these steps yet; if you need to connect something they don’t cover, contact support and say what the other system is.AI assistants, through the MCP server
The Leaf360 MCP server hands your workspace to an outside assistant so it can do CRM work for you: clean up an import, set up your stages, build an automation, draft templates. Claude and ChatGPT are the two we’ve written up. Any assistant that speaks MCP can connect the same way, Gemini CLI included, since Google documents MCP support for it. Your Leaf360 contact sends you the connection link and key.Switching over from another CRM? Switching from another CRM covers connecting your loan origination system in the right order.