Jills Office + Leap CRM
Create customers in Leap CRM from new Jill's Office action items
When a new action item is created in Jill's Office, this integration will automatically generate a matching customer in Leap CRM.
When a new action item is created in Jill's Office, this integration will automatically generate a matching customer in Leap CRM.
- When this happens...New Action Item
Triggers when a new action item is created.
- automatically do this!Create Customer
Create a Customer in jobprogress
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New Action Item
Triggers when a new action item is created.
Try ItFirst Name
Last Name
Email
Phone NumberRequired
SourceRequired
More information
New Lead
New Lead from JobProgress
Try ItIDRequired
First NameRequired
Last Name
PhoneRequired
EmailRequired
Company Name
Address
City
State
Zip Code
Country
New Contact
Triggers when a new contact is created.
Try ItNew 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
