Fergus + Leader CRM

Fergus + Leader CRM integrations

Create new Fergus customers from new contacts in Leader CRM

Easily manage contacts and streamline your client onboarding process with this workflow. When a new contact appears in your Leader CRM, it instantly creates a customer in Fergus, saving you the hassle of manual data entry and ensuring a seamless transition. Simplify your CRM process with this automation, and focus more on forging stronger customer relationships.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Create CustomerCreates a new customer.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Leader CRM and Fergus

Discover other triggers and actions you can use with Leader CRM and Fergus

New Activity
Triggers when a new record is added to the Last Activity column.
Trigger
Instant
Try It
New Note
Triggers when a new note is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
- Full name
- Job title
- Company
- Assigned to
- Labels
- Status
- Phone number
- Email
- Url
- Address
- Birthday
- Note
Action
Write
- Title
  Required
- Contact id
- Assigned to
- Reminder date
- Due date
- Note
Action
Write

- Name
- Phone
- Email
Action
Search
- Full name
- Phone number
- Email
- Job title
- Company
- Assigned to
- Labels
- Status
- Url
- Address
- Birthday
- Note
Action
Search or write

- Page Size
- Quote Status Filter
Trigger
Polling
Try It
- Initial Fetch Size
Trigger
Polling
Try It
- Page Size
Trigger
Polling
Try It
- Site Name
- Default Contact First Name
  Required
- Default Contact Last Name
- Default Contact Position
- Default Contact Company
- Contact Type
- Contact Value
- Site Address Line 1
  Required
- Site Address Line 2
- Site Address Suburb
- Site Address City
- Site Address Region/State
- Site Address Postcode/ZIP
- Site Address Country
- Billing Contact First Name
- Billing Contact Last Name
- Billing Contact Position
- Billing Contact Company
- Contact Type
- Contact Value
- Postal Address Line 1
- Postal Address Line 2
- Postal Address Suburb
- Postal Address City
- Postal Address Region/State
- Postal Address Postcode/ZIP
- Postal Address Country
Action
Write
- Job Type
  Required
- Create as Draft
- Job Title
- Job Description
- Customer ID
- Site ID
Action
Write
- Job ID
  Required
Action
Write
- Job
  Required
Action
Search
- Job ID
  Required
Action
Search
- Search Text
Action
Search
- General Search
- Site Name
- City
- Postal Code
Action
Search

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
- Additional events
Trigger
Instant
Try It
- Additional events
Trigger
Instant
Try It
- Contact id
  Required
- Note
  Required
Action
Write
- Id
  Required
- Name
- Job title
- Company
- Assigned to
- Labels
- Status
- Phone
- Email
- Ur
- Address
- Birthday
- Note
Action
Write
- Name
- Phone
- Email
Action
Search
- Initial Fetch Size
Trigger
Polling
Try It
- Page Size
Trigger
Polling
Try It
- Page Size
- Quote Status Filter
Trigger
Polling
Try It
- Site
  Required
Action
Write
- Customer Full Name
  Required
- Main Contact First Name
  Required
- Main Contact Last Name
  Required
- Main Contact Position
- Main Contact Company
- Main Contact Email
- Main Contact Phone
- Main Contact Mobile
- Main Contact Fax
- Physical Address Line 1
- Physical Address Line 2
- Physical Address Suburb
- Physical Address City
- Physical Address Region/State
- Physical Address Postcode/ZIP
- Physical Address Country
- Billing Contact First Name
- Billing Contact Last Name
- Billing Contact Position
- Billing Contact Company
- Billing Contact Email
- Billing Contact Phone
- Billing Contact Mobile
- Billing Contact Fax
- Postal Address Line 1
- Postal Address Line 2
- Postal Address Suburb
- Postal Address City
- Postal Address Region/State
- Postal Address Postcode/ZIP
- Postal Address Country
Action
Write
- Job ID
  Required
- Job Type
  Required
- Job Title
  Required
- Job Description
  Required
- Customer ID
  Required
- Site ID
  Required
Action
Write
- Customer ID
  Required
Action
Search
- Site ID
  Required
Action
Search
- Quote Status Filter
- Sort Field
- Sort Order
- Page Size
Action
Search
- Search Text
Action
Search

About Fergus

Fergus is a job management software for plumbers, electricians and other trades.

HelpHelp

Related categories

Proposal & Invoice Management

About Leader CRM

Leader helps businesses to capture and manage leads & customers on the go.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier