Connect outreach accounts before launching Leadr campaigns.

A Leadr account is the source account used for outreach. The product includes account creation, update, pin, disconnect, delete, and checkpoint handling so campaigns can run from a known account state.

1. 01

   Add an account

   Start from Leadr Accounts and create a new account connection.
2. 02

   Complete hosted auth

   Leadr can start hosted account authorization and return connection status.
3. 03

   Handle checkpoints

   If 2FA or another checkpoint appears, complete the required challenge before using the account.
4. 04

   Confirm active state

   Use the connected account for campaign setup only after it is available.

Connected

The account is ready for campaign use.

Needs checkpoint

A 2FA or verification step must be completed.

Disconnected

The account cannot run campaigns until reconnected.

Updating

Connection state is being refreshed or modified.

• If an account needs 2FA, complete the checkpoint before launching campaigns.
• Disconnect stale accounts instead of using them for new campaigns.
• Use update actions when credentials or account state change.
• Confirm the selected account is the intended sending identity before building messages.