Inventory Shield + Leap CRM integrations
Create Inventory Shield locations for new Leap CRM customers
This automation creates a new location in Inventory Shield any time a new customer is added to Leap CRM.
- When this happens...New CustomerNew Customer from jobprogress
- automatically do this!Create LocationCreates a new location in Inventory Shield
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More things you can do with Leap CRM and Inventory Shield
Discover other triggers and actions you can use with Leap CRM and Inventory Shield
- New Customer
New Customer from jobprogress
Try ItTriggerPolling - Lead Id
- Job Id / Job Number (8888-9999-01)
- Documents ListRequired
ActionWrite- 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
ActionWrite- Locations
Triggers when a new location is added to Inventory Shield
Try ItTriggerPolling
- New Lead
New Lead from JobProgress
Try ItTriggerPolling - IDRequired
- First NameRequired
- Last Name
- PhoneRequired
- EmailRequired
- Company Name
- Address
- City
- State
- Zip Code
- Country
ActionWrite- Lead IdRequired
- Value
- Latitude
- Longitude
- Address
- City
- House Number
- Street
- Zip Code
- State
- Country
- Company
- Documents List
- First NameRequired
- Last Name
- EmailRequired
- Phone
ActionWrite- Location Types
Triggers when there's a new Location Type.
Try ItTriggerPolling
Related categories
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