ClearPoint Strategy

Connect LeadGen Forms with ClearPoint Strategy

Easily create LeadGen forms and connect your leads with ClearPoint Strategy. Here is how the integration to ClearPoint Strategy works:

What is ClearPoint Strategy?Manage your strategy and create reports in less time. ClearPoint makes it simple for you to link and align goals, KPIs and projects, to integrate data from multiple sources, and to automatically generate and distribute reports.

Step 1: Create Your LeadGen App Account
Before creating your integration you need a LeadGen App account. You can start here with a free trial to set up your account.

Step 2: Create Your Form
In your LeadGen App account, head over to the form section and click on “Add New Form”. You can choose from a selection of more than 100 high-converting form templates or create your unique form from scratch.

Step 3: Integrate form with ClearPoint Strategy

Go to Zapier.com and create a new zap. Choose LeadGen App as your trigger and ClearPoint Strategy as your action tool. Setting up a zap is easy and just takes a few minutes. Zapier can be used free up to certain usage. Once turned on, your zap performs automatically and passes your leads to your connected apps.

Read our Integration guide here