Questions & Answers and How-to

Questions & Answers and How-to

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How to Integrate LeadJig with LeadCenter.AI?

The LeadJig and LeadCenter.AI integration is a native connection that requires minimal setup from the advisor’s side. Advisors can fully activate the integration within a few minutes by simply adding the LeadJig token.

🔗 Step-by-Step Integration Process

1. Log in to LeadCenter.AI

  • Access your LeadCenter.AI account using your advisor credentials.

2. Navigate to the Integration Settings

  • Go to the Setup section in the main menu.
  • Select Integrations from the available options.

3. Find the LeadJig Integration

  • In the list of available integrations, locate LeadJig.
  • Click the Connect button under the LeadJig option.

4. Add the LeadJig Token

  • Obtain the LeadJig API token from your LeadJig account or from your LeadJig support representative.
  • Enter the provided LeadJig token into the LeadCenter.AI integration field.

5. Finalize the Connection

  • Click Connect to complete the integration process.

Once connected:

  • Event and event attendee data will automatically be pushed from LeadJig to LeadCenter.AI.
  • Advisors can manage, track, and follow up with these leads directly inside LeadCenter.AI’s CRM without manual data entry.

🔄 Integration Summary

  • Type: Native One-Way Integration.
  • Data Flow: From LeadJig to LeadCenter.AI (events and event attendees).
  • Setup Time: Typically less than 5 minutes.
  • Ongoing Maintenance: None required beyond token management.

🔧 Support

  • If there are any issues during setup or if the token is not accepted:
    • Contact LeadCenter Support for immediate assistance.
    • Alternatively, LeadJig’s support team can reissue tokens or help troubleshoot token-related issues.

💡 Quick Notes for Advisors

  • Ensure you receive the correct token format from LeadJig.
  • The LeadJig token is essential — without it, the integration cannot be activated.
  • There is no need for additional API configuration; the native connection handles everything automatically.

Need more help?

If you can’t find the answers you’re looking for, our support specialists are available to answer your questions and troubleshoot if necessary.

  • Phone Call (888) 291-7116. Our main hours are Monday to Friday 7 am-5 pm Central Time.
  • Support Ticket Send your questions and inquiries via email to support@leadcenter.ai. A support ticket will be created and one of our team members will get back to you as quickly as possible.