Google Calendar + Leap CRM
Track new Leap CRM leads by creating detailed events in Google Calendar
When a new lead pops up in Leap CRM, this workflow instantly schedules detailed events in Google Calendar. Seamlessly manage your business's sales funnel by ensuring important potential client meetings are always accounted for and schedulable. Streamline your lead tracking process with this simple coordination between Leap CRM and Google Calendar.
When a new lead pops up in Leap CRM, this workflow instantly schedules detailed events in Google Calendar. Seamlessly manage your business's sales funnel by ensuring important potential client meetings are always accounted for and schedulable. Streamline your lead tracking process with this simple coordination between Leap CRM and Google Calendar.
- When this happens...New Lead
New Lead from JobProgress
- automatically do this!Create Detailed Event
Create an event by defining each field.
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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
New Calendar
Triggers when a calendar is created.
Try It
New 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
CalendarRequired
Try It
