# Leadsie - Client Onboarding Software for Agencies and Brands
> Leadsie is a client onboarding software that simplifies requesting and giving access to marketing assets, social media, and ad accounts with one secure link. Get access to your clients’ or influencers’ Facebook, Instagram, Google, TikTok, Shopify, LinkedIn, and other accounts without sharing passwords. 

Leadsie automates access management to deliver a fast, secure, and seamless onboarding experience — helping you impress clients and showcase professionalism from day one.

Important notes:
* Platform maintains access even if subscription is cancelled
* Fully GDPR compliant with data processing agreements available
* Currently supported platforms: Meta (Facebook + Instagram), Google, TikTok Ads, Shopify, Wordpress, YouTube, Microsoft Ads, LinkedIn

## Main Site

### Quick Start
- [Leadsie Homepage](https://www.leadsie.com): Homepage explaining the Leadsie product
- [Pricing](https://www.leadsie.com/pricing): Comprehensive pricing plans and feature comparison
- [Demo](https://www.leadsie.com/demo): Book a product demonstration for Leadsie
- [Sign Up](https://app.leadsie.com/sign-up): Sign up for a 14 day free trial of Leadsie

### Solutions & Features
- [Agencies](https://www.leadsie.com/agencies): Specific solutions and benefits for marketing agencies using Leadsie
- [Influencer Whitelisting](https://www.leadsie.com/influencer-whitelisting): Specific solutions and benefits for influencer whitelisting services
- [Enterprise](https://www.leadsie.com/enterprise): Enterprise-level onboarding solutions for larger agencies and organizations
- [Access Detective](https://www.leadsie.com/access-detective): Core Leadsie feature to help agencies troubleshoot when clients struggle to provide access
- [Security](https://www.leadsie.com/security): Security measures, compliance information, and data protection details
- [Integrations](https://www.leadsie.com/integrations): An overview of platforms to which you can request access using Leadsie

### Success Stories
- [Ecommerce Equation - 4,000+ Members Onboarded](https://www.leadsie.com/blog/ecommerce-equation-case-study): Coaching program scaled from manual onboarding to 10+ clients/week automatically, saving thousands of hours
- [Local Splash - From 15 Steps to 2 Click Process](https://www.leadsie.com/blog/local-splash-case-study): Digital agency reduced 15-step manual process to 2 clicks, enabling instant access during sales calls instead of days of delays
- [Megaphone Marketing - 25% Faster Onboarding](https://www.leadsie.com/blog/case-study-megaphone-marketing): Australia's #1 digital agency replaced 15-page PDF with Leadsie, reducing time from contract to campaign launch by 25%

### Support
- Live chat available on all pages at leadsie.com (bottom right)
- Help documentation: https://help.leadsie.com

## Help Documentation

### Getting Started & Platform Access
- [What Can I Get Access To With Leadsie](https://help.leadsie.com/article/20-what-can-i-get-access-to-with-leadsie): Complete overview of all platforms and assets accessible through Leadsie
- [How are Onboarding and Audit Credits Calculated](https://help.leadsie.com/article/48-how-are-client-connections-calculated): Explanation of Leadsie's credit system and billing structure
- [Overview of Connection Errors and Solutions](https://help.leadsie.com/article/34-overview-of-connection-errors): Troubleshooting guide for common access request issues

### Meta/Facebook Setup & Management
- [How to Find Your Meta Business ID](https://help.leadsie.com/article/91-how-to-find-your-meta-business-id): Step-by-step guide to locating Facebook Business Portfolio ID
- [How to Set Primary Page for Meta Business Portfolio](https://help.leadsie.com/article/94-set-primary-page-business-portfolio): Setting up primary Facebook page for business manager
- [How Does Facebook Asset Creation Work](https://help.leadsie.com/article/44-how-does-facebook-asset-creation-work): Creating Facebook business assets through Leadsie
- [How to Get Full Facebook Pixel and Instagram Access](https://help.leadsie.com/article/32-how-to-get-full-pixel-domain-asset-access): Advanced sharing options for complete asset access
- [How to Connect Instagram to Facebook](https://help.leadsie.com/article/92-how-to-connect-your-instagram-account-to-facebook): Four methods to link Instagram accounts to Facebook pages
- [How to Find Facebook Ad Account ID](https://help.leadsie.com/article/106-find-facebook-meta-ad-account-id): Locating Meta advertising account identification numbers
- [How to Share Access to Facebook Ad Accounts](https://help.leadsie.com/article/85-how-to-share-access-to-facebook-ad-accounts): Client guide for granting Facebook ad account access
- [How to Share Facebook Leads Access](https://help.leadsie.com/article/86-how-to-share-facebook-leads-access): Managing access to Facebook lead generation forms
- [How to Assign Yourself to Assets After Getting Access](https://help.leadsie.com/article/31-how-to-assign-yourself-to-assets-after-getting-access): Step-by-step guide to assigning team members to Facebook assets after partner access is granted

### Other Platform Guides
- [How to Find Shopify Store ID](https://help.leadsie.com/article/88-how-to-find-your-shopify-store-id): Locating Shopify store identification for access requests
- [How to Get Access to Shopify Stores](https://help.leadsie.com/article/87-how-to-get-access-to-shopify-stores): Complete guide to Shopify collaborator access setup
- [How to Give and Request Access to a GoDaddy Account in 2025 (without sharing passwords)](https://www.leadsie.com/blog/give-request-access-godaddy): Guide to safely sharing or requesting access to a GoDaddy account
- [How to give and request access to Yelp](https://www.leadsie.com/blog/give-request-access-yelp): A guide to sharing access to a Yelp account
- [How to Give and Request Access to HubSpot in 2025](https://www.leadsie.com/blog/give-request-access-hubspot): Tutorial illustrating how to assign access or request access to HubSpot with the correct permissions

### Advanced Features
- [Webhooks Documentation](https://help.leadsie.com/article/43-webhooks): A guide to using Leadsie's Webhooks
- [Webhooks with Zapier and Asset Types](https://help.leadsie.com/article/77-webhooks-how-to-use-them-with-zapier): Tutorial on using webhooks with Zapier to break out asset types with Python code
- [Slack Notifications for New Connections](https://help.leadsie.com/article/78-webhooks-how-to-send-slack-notifications-for-new-connections): Step-by-step guide to set up automated Slack notifications when clients grant access
- [Send Connection Data to Google Spreadsheet](https://help.leadsie.com/article/76-webhooks-how-to-send-leadsie-connection-data-to-a-google-spreadsheet): Tutorial on automatically logging client connection data to Google Sheets
- [API Documentation](https://help.leadsie.com/article/39-api-documentation): Complete API reference for custom tracking and integration
- [Multi-language Support](https://help.leadsie.com/article/30-what-languages-does-leadsie-support): Available languages for client access requests

## Optional (Resources)

### Meta/Facebook Access & Setup
- [How to Request Access to a Facebook Ad Account in 2025](https://www.leadsie.com/blog/request-facebook-ad-account-access): Complete guide to requesting and granting access to Facebook advertising accounts
- [How to Request Access to a Facebook Page in 2025](https://www.leadsie.com/blog/request-access-to-facebook-page): Guide to requesting admin access to Facebook business pages
- [How to Create and Set Up Your Meta (Facebook) Pixel](https://www.leadsie.com/blog/how-to-create-set-up-facebook-pixel): Comprehensive guide to Facebook Pixel installation and configuration
- [How to Create a Meta Business Manager and Facebook Ad Account](https://www.leadsie.com/blog/how-to-create-meta-business-manager-and-facebook-ad-account): Complete setup guide for Meta Business Manager and ad accounts
- [How to Regain Access to Facebook Business Pages](https://www.leadsie.com/blog/how-to-regain-access-to-facebook-business-pages): Recovery guide for lost Facebook page admin access
- [Perfect Agency Setup for Meta Client Scaling](https://www.leadsie.com/blog/perfect-agency-setup-meta-client-scaling): Optimal Meta Business Manager setup for agency growth
- [All You Need to Know About Facebook Meta's New Datasets](https://www.leadsie.com/blog/all-you-need-to-know-about-facebook-metas-new-datasets): Guide to Meta's Conversions API and dataset management
- [See Who Has Access to Facebook Business Page](https://www.leadsie.com/blog/see-who-has-access-to-facebook-business-page): How to audit and manage Facebook page access permissions
- [What is Meta Business Portfolio](https://www.leadsie.com/blog/what-is-meta-business-portfolio): Understanding Meta's Business Portfolio and its role in asset management

### Instagram Access & Management
- [How to Give and Request Access to Instagram](https://www.leadsie.com/blog/how-to-give-and-request-access-to-instagram): Instagram business account access management
- [How to Link Instagram to Facebook Page](https://www.leadsie.com/blog/link-instagram-facebook-page): Step-by-step guide to connecting Instagram accounts with Facebook pages
- [How to Get Verified on Instagram](https://www.leadsie.com/blog/how-to-get-verified-on-instagram): Complete guide to Instagram verification process for businesses and creators

### Google Platform Access
- [How to Give or Request Access to Google Ads Accounts in 2025](https://www.leadsie.com/blog/how-to-grant-or-request-access-to-google-ad-accounts): Step-by-step instructions for Google Ads account access management
- [How to Give and Request Access to Google Business Profile](https://www.leadsie.com/blog/how-to-give-and-request-access-to-a-google-business-profile): Google Business Profile access management for agencies
- [How to Give and Request Access to Google Merchant Center](https://www.leadsie.com/blog/how-to-give-and-request-access-to-google-merchant-center): Google Merchant Center access management for e-commerce marketing
- [How to Create a Google Ads Account](https://www.leadsie.com/blog/show-to-create-a-google-ads-account): Complete guide to setting up Google Ads accounts for advertising

### Other Platforms
- [How to Give and Request Access to TikTok Account and TikTok Ads](https://www.leadsie.com/blog/how-to-give-and-request-access-to-a-tiktok-account-and-tiktok-ad): TikTok advertising account access for marketing agencies
- [How to Add a User to Your YouTube Channel and Request Access](https://www.leadsie.com/blog/how-to-add-a-user-to-your-youtube-channel-request-access): YouTube channel access management for content creators and agencies

### Client Onboarding & Agency Tools
- [The Best Client Onboarding Software for Marketing Agencies (2025)](https://www.leadsie.com/blog/best-tools-for-onboarding-agency-clients): Comprehensive review of client onboarding software for marketing agencies
- [Best Ways to Automate Agency Client Onboarding](https://www.leadsie.com/blog/best-ways-to-automate-agency-client-onboarding): Strategies and tools for automating the client onboarding process
- [Essential Steps for Agency Client Onboarding](https://www.leadsie.com/blog/essential-steps-for-agency-client-onboarding): Complete client onboarding process and best practices
- [7 Best Social Media Management Tools for Marketing Agencies (2025)](https://www.leadsie.com/blog/best-social-media-management-tools-agencies): Comprehensive review and comparison of 7 agency-focused social media management platforms