Invite clients to connect their social accounts in Leadli Social Planner

October 26, 2026

Social account onboarding is now faster, simpler, and more secure.

With Social Connect Invite in Leadli, you can send clients a secure invite link so they can connect their own social accounts without sharing passwords and without giving them access to your sub-account.

After they connect, the social accounts are automatically added to the correct sub-account to make onboarding smoother.

What’s new

  • Create secure invite links: Generate a Social Connect invite with an auto-generated or custom password.
  • Share invites your way: Send the invite from Social Planner, or copy and share the link and password using your preferred channel.
  • Let clients connect their own accounts: Clients connect through an external page without needing access to your Leadli sub-account.

Manage invites

You can view and manage Social Connect invites from Settings → Manage Links → Social Connect Link. From there, you can extend validity, regenerate an invite, or revoke an invite.

Why it matters

  • Reduces back-and-forth during account connection
  • Keeps credentials private
  • Avoids giving clients unnecessary sub-account access
  • Lets you manage all connection invites in one place

How to use

  1. Go to Settings → Labs and enable Social Connect Invite.
  2. Navigate to Marketing → Social Planner → Settings → Social Accounts.
  3. Select Social Connect Invite and generate an invite link.
  4. Share the invite link and password with your client.

Notes

  • Invite links expire 30 days after creation.
  • Only share the invite link and password with trusted clients.
  • Revoking an invite immediately disables access.

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