Getting started
18 guides for setting up Liteo, keeping customer work moving, and fixing what gets in your way.
The guides people need first
Deals and pipelines
Set up a pipeline
Name each stage after a real decision or handoff in your sales process.
Read guideGetting started
Start with Liteo
Set up your workspace around the customer work your team already does.
Read guideIntegrations
Connect Meta Lead Ads
Connect Facebook or Instagram Instant Forms and choose exactly how new leads enter Liteo.
Read guideIntegrations
Connect Pabbly or Zapier
Create a private connection code, then build your workflow in Pabbly or Zapier.
Read guideIntegrations
Send qualified Sendpilot leads to Liteo
Create a Liteo connection, then route qualified Sendpilot leads through your automation tool.
Read guideIntegrations
Connect your AI over MCP
Connect Claude, ChatGPT, Codex, or Cursor to Liteo, sign in once, and let it search, read, and update your workspace.
Read guideIntegrations
Send interested Instantly leads to Liteo
Create a Liteo connection, then route interested Instantly leads through your automation tool.
Read guideBrowse by topic
Getting started
Set up the essentials and get your first records into Liteo.
Contacts and businesses
Keep customer details, relationships, and history in one place.
Deals and pipelines
Track opportunities from first conversation to won or lost.
Tasks and follow-ups
Plan the next action and keep work from going quiet.
Forms and lead capture
Bring new enquiries into Liteo with the right owner and context.
Integrations
Connect the tools that send work into Liteo.
Account and settings
Manage your team, workspace, regional settings, and preferences.
Billing and security
Understand access, billing, privacy, and how Liteo protects your data.
Troubleshooting
Find the cause of common problems and get a clear next step.
Building an integration?
See the REST endpoints for Pabbly and Zapier, and how to connect your AI over MCP.