CallRail + Leap CRM
Create new Leap CRM customers from captured forms in CallRail
Collect and manage customer information seamlessly with this workflow. Whenever you capture a form in the CallRail app, it immediately creates a new customer profile in the Leap CRM app. This allows you to keep your CRM up-to-date without manual data entry, ultimately saving time and improving customer relationship management efficiency.
Collect and manage customer information seamlessly with this workflow. Whenever you capture a form in the CallRail app, it immediately creates a new customer profile in the Leap CRM app. This allows you to keep your CRM up-to-date without manual data entry, ultimately saving time and improving customer relationship management efficiency.
- When this happens...Form Captured
Triggers when a form is captured.
- automatically do this!Create Customer
Create a Customer in jobprogress
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About CallRail
CallRail is an analytics platform designed for those who rely on quality calls and inbound leads to measure success.
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About Leap CRM
Leap CRM is a tool for roofers and remodelers to win and manage more jobs. Simplify your workflow with roofing and remodeling contractor software.
