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How to connect LeadMagic and Simplesat
Create a New Scenario to Connect LeadMagic and Simplesat
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a LeadMagic, triggered by another scenario, or executed manually (for testing purposes). In most cases, LeadMagic or Simplesat will be your first step. To do this, click "Choose an app," find LeadMagic or Simplesat, and select the appropriate trigger to start the scenario.
Add the LeadMagic Node
Select the LeadMagic node from the app selection panel on the right.
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Configure the LeadMagic
Click on the LeadMagic node to configure it. You can modify the LeadMagic URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Simplesat Node
Next, click the plus (+) icon on the LeadMagic node, select Simplesat from the list of available apps, and choose the action you need from the list of nodes within Simplesat.
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Authenticate Simplesat
Now, click the Simplesat node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Simplesat settings. Authentication allows you to use Simplesat through Latenode.
Configure the LeadMagic and Simplesat Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the LeadMagic and Simplesat Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring LeadMagic, Simplesat, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the LeadMagic and Simplesat integration works as expected. Depending on your setup, data should flow between LeadMagic and Simplesat (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect LeadMagic and Simplesat
LeadMagic + Simplesat + Slack: When a new answer is submitted in Simplesat, create or update the customer profile in Simplesat. Then, if the answer meets a defined high score threshold, send a praise message to a designated Slack channel.
Simplesat + LeadMagic + Google Sheets: When a new answer is received in Simplesat, find the corresponding lead using LeadMagic's Profile Search. Then, add the feedback data and lead information to a new row in Google Sheets for tracking and analysis of customer experience.
LeadMagic and Simplesat integration alternatives
About LeadMagic
Use LeadMagic inside Latenode to automate lead generation and outreach. Qualify leads, enrich data, and trigger personalized follow-ups based on behavior. Latenode’s visual editor makes it easy to build complex workflows, scale your outreach, and connect to other tools without code.
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About Simplesat
Embed Simplesat in Latenode to automate feedback loops. Trigger surveys after key events in your workflows (e.g., support ticket close). Analyze responses, update systems, and alert teams based on satisfaction scores. Using Latenode, you ensure timely actions and reporting without manual checks.
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See how Latenode works
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FAQ LeadMagic and Simplesat
How can I connect my LeadMagic account to Simplesat using Latenode?
To connect your LeadMagic account to Simplesat on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select LeadMagic and click on "Connect".
- Authenticate your LeadMagic and Simplesat accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically trigger customer satisfaction surveys after a sales call?
Yes, with Latenode! Automatically send Simplesat surveys after successful LeadMagic calls to gauge customer satisfaction. Improve your sales process using automated feedback loops.
What types of tasks can I perform by integrating LeadMagic with Simplesat?
Integrating LeadMagic with Simplesat allows you to perform various tasks, including:
- Create Simplesat surveys automatically for new LeadMagic leads.
- Update LeadMagic lead records based on Simplesat survey responses.
- Send follow-up emails via LeadMagic based on Simplesat feedback scores.
- Track Simplesat survey completion rates within LeadMagic dashboards.
- Trigger internal notifications for low satisfaction scores from Simplesat.
What LeadMagic data can I access through Latenode workflows?
Latenode provides access to LeadMagic lead details, call logs, and custom fields, allowing for dynamic automation.
Are there any limitations to the LeadMagic and Simplesat integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data sync may require custom scripting.
- Complex survey logic in Simplesat needs careful workflow design.
- Rate limits of LeadMagic and Simplesat APIs apply.
