Documentation

Documentation for developers & teams.

Architecture guides, API references, integration blueprints, and migration tools to help you build, integrate, and scale with the Leadify platform.

Quick Start API Reference

Getting Started Guide

REST API Reference

Webhook Events

APIWebhooksSSO

Get Up and Running

Quick Start Guide

Go from zero to your first closed deal in four simple steps. Most teams are fully operational within 10 minutes.

Discovery Call

Book a free 30-minute call. We'll understand your business, map your workflows, and scope a tailored project with a fixed cost and timeline.

Import Data

Bring your existing contacts, deals, and companies from CSV, Salesforce, HubSpot, or any other CRM.

Configure Pipeline

Customize deal stages, automations, lead scoring rules, and team assignment workflows to fit your process.

Start Selling

Track deals, automate follow-ups, get AI-powered insights, and close more revenue from day one.

System Design

Platform Architecture

Understand how data flows through the Leadify platform — from external sources through the API gateway to your integrations and dashboards.

External Sources

Web & Mobile

Forms, SDKs, Widgets

Email & Calendar

IMAP, CalDAV, SMTP

Third-Party CRMs

Salesforce, HubSpot

Core Platform

API Gateway

Auth, Rate Limits, Routing

CRM Engine

Leads, Pipelines, Scoring

Outputs & Integrations

Webhooks

Real-time event delivery

Dashboard

Analytics & Reports

Integrations

200+ connectors

<50ms

Avg Latency

AES-256

Encryption

Exponential

Retry Policy

99.9%

Uptime SLA

Data Architecture

Data Model Explorer

Explore the core entities, fields, and relationships that power the Leadify CRM platform. Click any entity to inspect its schema.

Try It Out

Interactive API Explorer

See real API requests and responses. Copy code snippets in your favorite language and start building immediately.

api-explorer

200 OK

GEThttps://api.leadifylabs.com/v1/contacts?score_gte=80&sort=-score

1curl -X GET "https://api.leadifylabs.com/v1/contacts?score_gte=80" \
2  -H "Authorization: Bearer YOUR_API_KEY" \
3  -H "Content-Type: application/json"

Response

1{
2  "data": [
3    {
4      "id": "ct_9x8k2mZ",
5      "name": "Sarah Chen",
6      "email": "sarah@acmecorp.com",
7      "company": "Acme Corp",
8      "score": 94,
9      "stage": "qualified",
10      "last_activity": "2026-04-11T14:30:00Z"
11    },
12    {
13      "id": "ct_4j7hNpQ",
14      "name": "James Wilson",
15      "email": "j.wilson@techstart.io",
16      "company": "TechStart",
17      "score": 87,
18      "stage": "negotiation",
19      "last_activity": "2026-04-10T09:15:00Z"
20    }
21  ],
22  "meta": {
23    "total": 1284,
24    "page": 1,
25    "per_page": 20
26  }
27}

Real-World Patterns

Integration Blueprints

Production-ready patterns for the most common CRM integration scenarios. Each includes architecture, code, and expected outcomes.

Automatically capture, score, and route leads to the right sales rep

Web Form

API Gateway

Lead Scoring

Assignment

Step-by-Step

Capture

Visitor fills out a form on your website or landing page.

Ingest

POST /api/leads creates the lead with source and UTM data.

Score

AI engine evaluates company size, industry, and engagement signals.

Route

Lead auto-assigned to rep based on territory, workload, or round-robin rules.

Expected Outcome

3.2xfaster lead response time with automated routing

javascript

JavaScript

1const lead = await client.leads.create({
2  name: "Sarah Chen",
3  email: "sarah@acmecorp.com",
4  company: "Acme Corp",
5  source: "website",
6  utm_campaign: "spring-2026",
7  utm_medium: "cpc",
8});
9
10// Lead is automatically scored and assigned
11console.log(lead.score);       // 87
12console.log(lead.assignedTo);  // "rep_mike_jones"

Email tracking, templates, and automatic activity logging.

Email Sent/Received→Lead Activity Logged

View Guide

Zapier

Connect 5,000+ apps with trigger and action support.

Any Zapier Trigger→Leadify Lead Created

View Guide

Custom API

Shopify

E-commerce order data synced to contact timelines.

Shopify Order Placed→Contact Timeline Updated

View Guide

Custom API

QuickBooks

Invoice sync, revenue tracking, and financial reports.

Invoice Paid→Deal Value Reconciled

View Guide

Official Libraries

SDKs & Libraries

First-class SDKs for every major language. Type-safe, well-documented, and maintained by the Leadify team.

JavaScript

@leadify/sdk

npm install @leadify/sdk

2.8k 3.4.1 GitHub

Python

leadify-python

pip install leadify

1.9k 2.9.0 GitHub

Ruby

leadify-ruby

gem install leadify

820 1.7.3 GitHub

PHP

leadify/sdk-php

composer require leadify/sdk

640 2.3.0 GitHub

Go

leadify-go

go get github.com/leadify/sdk-go

1.1k 1.5.2 GitHub

Why Leadify

Platform Comparison

See how Leadify stacks up against the leading CRM platforms across features, pricing, and capabilities.

Feature	Leadify	Salesforce	HubSpot	Pipedrive
Lead Management
Contact & company database
Visual pipeline (drag & drop)
AI-powered lead scoring			Paid add-on
Bulk import & deduplication
Custom fields & objects			Limited (free)
Lead source & UTM tracking		Manual setup
Automation & AI
Workflow automation builder			Pro+ only	Advanced+
AI email composition		Einstein ($)	Beta
Deal win probability				Insights add-on
Automated lead routing			Enterprise only
Webhook event engine
Analytics & Reporting
Real-time dashboard
Funnel & conversion analytics			Pro+ only
Campaign ROI tracking
Custom report builder			Pro+ only	Pro+ only
Activity audit logs			Enterprise only
Integrations & API
REST API
Official SDKs (5+ languages)
Native integrations (200+)				150+
Zapier & no-code connectors
GraphQL API			Beta
Security & Compliance
SOC 2 Type II
SSO / SAML			Enterprise only	Enterprise only
Two-factor authentication
GDPR compliance tools
Role-based access control			Pro+ only
IP whitelisting			Enterprise only	Enterprise only
Pricing & Value
Free tier available	Yes (2 users)		Yes (limited)
Starting price (per user/mo)	$19	$25	$20	$14
All features included	Pro plan ($49)	Enterprise ($165)	Enterprise ($150)	Enterprise ($99)
No per-contact charges

Switch Seamlessly

Migration Center

Step-by-step migration guides with field mapping, data validation, and rollback support. Most migrations complete in under 4 hours.

What's New

Changelog

The latest platform updates, new features, improvements, and bug fixes from the engineering team.

Apr 10, 2026v3.14.0New

AI Email Composer

Generate personalized follow-up emails powered by GPT-4o with context from deal history and contact interactions.

Apr 4, 2026v3.13.2Improved

Bulk Import Performance

CSV imports are now 5x faster with parallel processing. Import up to 500k contacts in a single batch.

Mar 28, 2026v3.13.0New

Workflow Branching Logic

Create if/else branches in workflows based on lead score, deal stage, custom fields, and engagement metrics.

Mar 20, 2026v3.12.4Fixed

Webhook Retry Reliability

Fixed an issue where webhook retries could be dropped under high load. Added exponential backoff and dead-letter queue.

Mar 14, 2026v3.12.0Improved

Dashboard Custom Widgets

Drag-and-drop dashboard builder now supports 12 new widget types including funnel charts and cohort analysis.

Can't find what you're looking for?

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Community Forum

Ask questions, share tips, and connect with 15,000+ Leadify users and developers.

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Email Support

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Live Chat

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