Inventory Shield + Leap CRM
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.
This automation creates a new location in Inventory Shield any time a new customer is added to Leap CRM.
- When this happens...New Customer
New Customer from jobprogress
- automatically do this!Create Location
Creates a new location in Inventory Shield
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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
Locations
Triggers when a new location is added to Inventory Shield
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
Location Types
Triggers when there's a new Location Type.
Try It
