AnswerConnect + Leap CRM
Create new Leap CRM leads from new AnswerConnect messages
Boost your sales process with seamless communication. Whenever you receive a new message in AnswerConnect, this workflow immediately creates a lead in Leap CRM. It ensures no potential customer goes unnoticed, streamlining lead management in an efficient manner. Use this workflow to enhance productivity and accelerate your sales conversion process.
Boost your sales process with seamless communication. Whenever you receive a new message in AnswerConnect, this workflow immediately creates a lead in Leap CRM. It ensures no potential customer goes unnoticed, streamlining lead management in an efficient manner. Use this workflow to enhance productivity and accelerate your sales conversion process.
- When this happens...New Message
Triggers when a new message is taken.
- automatically do this!Create Lead
Creates a Lead on the APP
- Free forever for core features
- 14 day trial for premium features & apps
New Message
Triggers when a new message is taken.
Try ItNew Lead
New Lead from JobProgress
Try ItIDRequired
First NameRequired
Last Name
PhoneRequired
EmailRequired
Company Name
Address
City
State
Zip Code
Country
Lead IdRequired
Value
Latitude
Longitude
Address
City
House Number
Street
Zip Code
State
Country
Company
Documents List
First NameRequired
Last Name
EmailRequired
Phone
New Customer
New Customer from jobprogress
Try ItLead Id
Job Id / Job Number (8888-9999-01)
Documents ListRequired
Lead IdRequired
Value
Latitude
Longitude
Address
City
House Number
Street
Zip Code
State
Country
Company
Documents List
First NameRequired
Last Name
EmailRequired
Phone
Salesman / Customer Rep
Job Rep / Estimator
Job Description
Referral
