Google Sheets + Leap CRM
Create rows in Google Sheets for new leads in Leap CRM
Effortlessly keep track of new leads in Leap CRM by adding them to a Google Sheets spreadsheet with this convenient automation. When a new lead is created in Leap CRM, this workflow will create a new row in your selected Google Sheets document with the lead details. Stay organized and never miss out on potential opportunities by streamlining your lead management process.
Effortlessly keep track of new leads in Leap CRM by adding them to a Google Sheets spreadsheet with this convenient automation. When a new lead is created in Leap CRM, this workflow will create a new row in your selected Google Sheets document with the lead details. Stay organized and never miss out on potential opportunities by streamlining your lead management process.
- When this happens...New Lead
New Lead from JobProgress
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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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
Dont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
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
Dont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try It
