Connect with Leadhive

Step 1: Access Your Leadhive Portal

If you don't have a Leadhive account yet, sign up on the Leadhive website. Once your portal is ready, log in as a super admin user.

Step 2: Create a Private App Access Token

In Leadhive, open Settings, then Integrations and Private Apps. Create an app with read scopes for contacts, companies and deals, then copy the private access token it generates.

Step 3: Connect Leadhive in Euphoria

Open Settings in Euphoria, choose Integrations and select Leadhive. Paste the access token, confirm your portal ID and click Connect. Contacts and deals start syncing right away.

Step 4: Map Deals, Companies & Contacts

Match Leadhive companies and contacts to customers in Euphoria, then map closed-won deals to invoices. Line items, amounts and close dates carry over, so your finance team can bill new customers without re-typing any sales information again.

Step 5: Test the Integration

Move a test deal to Closed Won in Leadhive and run a sync. Confirm a draft invoice appears in Euphoria with the right company, amount and line items before switching it on.

Step 6: Additional Configuration (If Applicable)

Choose which deal pipelines and stages trigger invoices, set a sync interval and decide whether payment status should be written back to Leadhive as a custom deal property for sales.