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 this happens...
New Action ItemTriggers when a new action item is created.
TriggerInstant
automatically do this!
Create CustomerCreate a Customer in jobprogress
ActionWrite

Discover other triggers and actions you can use with Jills Office and Leap CRM

New Action Item
Triggers when a new action item is created.
Trigger
Instant
Try It
- First Name
- Last Name
- Email
- Phone Number
  Required
- Source
  Required
- More information
Action
Write
New Lead
New Lead from JobProgress
Trigger
Polling
Try It
- ID
  Required
- First Name
  Required
- Last Name
- Phone
  Required
- Email
  Required
- Company Name
- Address
- City
- State
- Zip Code
- Country
Action
Write
- Lead Id
  Required
- Value
- Latitude
- Longitude
- Address
- City
- House Number
- Street
- Zip Code
- State
- Country
- Company
- Documents List
- First Name
  Required
- Last Name
- Email
  Required
- Phone
Action
Write

About Jills Office

Jill's Office is a virtual receptionist center that answers calls and website chats for your business.

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About Leap CRM

Leap CRM is a tool for roofers and remodelers to win and manage more jobs. Simplify your workflow with roofing and remodeling contractor software.

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