Skip to main content
Integrations, under Settings, is where you connect other tools to Leaf360: video meetings, calendar scheduling, your loan origination system, and a handful of marketing and lead tools your company may use. Each one shows up as a card, click it to set it up. Open it from Settings, then Integrations. Anyone can open this screen, it isn’t limited to admins. Arive is included on Free. Other integrations require an upgrade, so opening this screen doesn’t mean every connection is included in your plan. See Plans and billing, or contact support to check which upgrade you need.

​
Zoom

Click the Zoom card to connect your own Zoom account, not a company-wide one. Everyone on your team connects their own account separately; there’s no single Zoom connection the whole company shares. Click Connect Zoom and you’ll go through Zoom’s own sign-in and permission screen. Once you’re connected, the panel shows the account you connected, its email address, and when Leaf360 last synced with it. From then on, Leaf360 automatically pulls in that account’s meeting invites, attendees, meeting updates, recordings, and transcripts. From the same panel you can also:
  • Create and edit Zoom meetings and webinars without leaving Leaf360
  • Pull in the list of people registered for a webinar, and add those registrants to your contacts
  • Reconnect if your connection expires, or disconnect it entirely
If your Zoom connection stops working, the panel flags it and shows a Reconnect Zoom button. Meeting and recording syncing pauses until you reconnect.
Click Disconnect to remove your own connection. It won’t affect anyone else on your team, since each person’s connection is separate.

​
Leads that arrive from a webhook

Some of the cards here take leads from somewhere else: a lead vendor, a form on your site, or something you’ve wired up through Zapier. Admins and super admins get two more controls on those. Assignment mapping decides who the lead lands on. Match a field on the incoming lead to a loan officer’s email, which is the one that holds up, or to their first and last name. When nothing matches it falls to a pond you pick, or you can send every lead from that source straight to a pond instead. A dry run shows you where records would land before you switch it on, and each lead that comes in afterward keeps a note of who it went to. Two things worth doing while you’re in there:
  • Map email or phone, or both. Leaf360 warns you when neither one is mapped, and it’s worth listening to. With neither one there’s nothing to recognize a repeat lead by, so the same person comes in twice as two leads.
  • Mark a field that arrives with several values as a list. You pick whether to keep the first value or join them all together. That’s the fix for a feed that used to come back with an error instead of a lead.

​
The other connectors on this screen

This same screen also has cards for your calendar scheduling tool, your loan origination system, and a few marketing and lead-source tools your company may use. Each one opens its own setup panel and asks for whatever login or permissions that tool needs. What a connector actually does once it’s set up depends on the tool itself, check with whoever set it up at your company, or your Leaf360 contact, before assuming what one you haven’t used does.
Last modified on September 19, 2026