[{"data":1,"prerenderedAt":453},["ShallowReactive",2],{"shell":3,"article:settings-integration-custom-actions":33},{"mode":4,"siteUrl":5,"commit":6,"generatedAt":7,"counts":8,"searchIndex":13,"menu":14,"popularSearches":15,"topics":21},"publication","https:\u002F\u002Fhelp.getleadscore.ai","e0fd82cf1a","2026-11-05T20:23:28.761Z",{"guides":9,"paths":10,"drafts":11,"shots":12},131,8,0,153,"\u002F_search\u002Findex.a27024c5c2a1.json","\u002F_nav\u002Fmenu.42deedb43cb8.json",[16,17,18,19,20],"import contacts","follow up","text templates","call rotation","where are my meetings",[22,23,24,25,26,27,28,29,30,31,32],"getting-started","leads","import","follow-ups","email","calling","outreach","performance","account","settings","troubleshooting",{"id":34,"slug":34,"kind":35,"href":36,"icon":37,"title":38,"description":39,"level":40,"status":41,"verification":42,"reviewedAt":43,"videoStatus":44,"productLocation":45,"settingsCategory":46,"topic":47,"html":50,"toc":51,"shots":65,"related":73,"paths":96,"videos":97,"sidebar":98},"settings-integration-custom-actions","guide","\u002Fguides\u002Fsettings-integration-custom-actions","plug","Custom Actions","Custom Actions configures tools and personalized links available from lead workflows. You need authority to change shared actions, and the destination must be…","advanced","published","browser-observed-read-only","2026-11-04","planned","Settings → Integration → Custom Actions","Integration",{"slug":31,"title":48,"href":49},"Settings","\u002Ftopics\u002Fsettings","\u003Cdiv class=\"intro\" data-section=\"intro\">\u003Cp>Custom Actions configures tools and personalized links available from lead workflows. You need authority to change shared actions, and the destination must be appropriate for any lead information supplied to it.\u003C\u002Fp>\u003C\u002Fdiv>\n\u003Cfigure class=\"see shot\" data-shot-figure=\"settings-integration-custom-actions-desktop\">\u003Cp class=\"see-label\">What you’ll see\u003C\u002Fp>\u003Cbutton type=\"button\" class=\"shot-open\" data-shot=\"settings-integration-custom-actions-desktop\" data-view=\"plain\" aria-label=\"Enlarge screenshot: Custom Actions page in Integration, with placeholder tokens, a saved action named Solar Calculator and an Add action button.\">\u003Cimg src=\"\u002Fmedia\u002Fscreenshots\u002Fsettings-integration-custom-actions-desktop.jpg\" alt=\"Custom Actions page in Integration, with placeholder tokens, a saved action named Solar Calculator and an Add action button.\" width=\"1920\" height=\"873\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>The Custom Actions page, where you select Add action to put your own links in the lead menu and email composer.\u003C\u002Ffigcaption>\u003Cdiv class=\"shot-actions\">\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"settings-integration-custom-actions-desktop\" data-view=\"plain\">Enlarge\u003C\u002Fbutton>\u003C\u002Fdiv>\u003C\u002Ffigure>\n\u003Csection class=\"section\" data-section=\"review-an-existing-action\">\u003Ch2 id=\"review-an-existing-action\">Review an existing action\u003C\u002Fh2>\u003Col class=\"steps\">\n\u003Cli>Open \u003Cstrong>Settings → Integration → Custom Actions\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>Expand its summary and inspect \u003Cstrong>Menu label\u003C\u002Fstrong> and \u003Cstrong>Action type\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>Check \u003Cstrong>Where it appears\u003C\u002Fstrong>: the Lead Action menu, Email composer Placeholders menu, or both.\u003C\u002Fli>\n\u003Cli>Review \u003Cstrong>When clicked\u003C\u002Fstrong> before using the action on a real lead.\u003C\u002Fli>\n\u003C\u002Fol>\u003Cp>Action types include \u003Cstrong>Open a safe link\u003C\u002Fstrong>, \u003Cstrong>Get a link from a connected app\u003C\u002Fstrong>, and \u003Cstrong>Generate a registered document\u003C\u002Fstrong>. A connected-app action requires the selected app and resource. A stored item no longer offered by the app may remain visible as a disabled saved selection.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"understand-editing-and-execution\">\u003Ch2 id=\"understand-editing-and-execution\">Understand editing and execution\u003C\u002Fh2>\u003Cp>The editor uses a draft copy. \u003Cstrong>Save Changes\u003C\u002Fstrong> writes the configuration; \u003Cstrong>Unsaved changes\u003C\u002Fstrong> indicates the draft differs from the saved version. Adding or removing a row is not complete until the save succeeds.\u003C\u002Fp>\u003Cp>Click behaviors include opening a new tab, opening a pop-up, generating a link in the background, and copying a personalized link. Placeholder values can contain lead information, so check the destination and sharing purpose before running an action or inserting its link into an email.\u003C\u002Fp>\u003Cp>Registered-document actions can remain hidden until wording, branding, and runtime activation are approved. An activation-pending option is not a usable production workflow merely because it appears in the catalog.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"verify-and-recover\">\u003Ch2 id=\"verify-and-recover\">Verify and recover\u003C\u002Fh2>\u003Cp>After an authorized save, reload and inspect the action's type, resource, surfaces, and behavior. Test execution separately with approved data; saving does not prove the destination works or that a document was generated.\u003C\u002Fp>\u003Cp>If an app is disconnected, reconnect through Apps rather than embedding credentials in a URL. Resolve service errors before assuming menu changes persisted.\u003C\u002Fp>\u003Cp>Related: \u003Ca href=\"\u002Fguides\u002Fsettings-integration-connections\">Apps\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Fsettings-documents-library\">Documents\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Flead-record\">Lead record\u003C\u002Fa>.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"screenshots\">\u003Ch2 id=\"screenshots\">Screenshots\u003C\u002Fh2>\u003Cp>The screenshot for this guide is shown above, under “What you’ll see”.\u003C\u002Fp>\u003C\u002Fsection>",[52,56,59,62],{"id":53,"text":54,"depth":55},"review-an-existing-action","Review an existing action",2,{"id":57,"text":58,"depth":55},"understand-editing-and-execution","Understand editing and execution",{"id":60,"text":61,"depth":55},"verify-and-recover","Verify and recover",{"id":63,"text":64,"depth":55},"screenshots","Screenshots",{"settings-integration-custom-actions-desktop":66},{"id":67,"src":68,"alt":69,"caption":70,"width":71,"height":72},"settings-integration-custom-actions-desktop","\u002Fmedia\u002Fscreenshots\u002Fsettings-integration-custom-actions-desktop.jpg","Custom Actions page in Integration, with placeholder tokens, a saved action named Solar Calculator and an Add action button.","The Custom Actions page, where you select Add action to put your own links in the lead menu and email composer.",1920,873,[74,80,88],{"slug":75,"title":76,"href":77,"icon":37,"description":78,"level":40,"productLocation":79},"settings-integration-connections","Apps","\u002Fguides\u002Fsettings-integration-connections","Apps is the catalog and management area for external connections. You need access to Integration settings and authority over the external account before…","Settings → Integration → Apps",{"slug":81,"title":82,"href":83,"icon":84,"description":85,"level":86,"productLocation":87},"settings-documents-library","Documents","\u002Fguides\u002Fsettings-documents-library","file-text","Documents is the shared library for files the team and assistant can reference or attach. You need access to the workspace library and permission to use the…","intermediate","Settings → Documents → Documents",{"slug":89,"title":90,"href":91,"icon":92,"description":93,"level":94,"productLocation":95},"lead-record","Work with a lead record","\u002Fguides\u002Flead-record","users","The lead drawer brings a record's details and history into the page where you are already working. Leads, Pipeline, and Calendar can open this shared panel. 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