LeadConnector + Leap CRM
Create and update LeadConnector contacts when new customers appear in Leap CRM
Boost your productivity by streamlining customer management. With this workflow, when there's a new customer in Leap CRM, their contact details will be seamlessly updated or added in LeadConnector. This automation not only reduces manual data entry but also ensures that all customer information is accurately and consistently stored in LeadConnector.
Boost your productivity by streamlining customer management. With this workflow, when there's a new customer in Leap CRM, their contact details will be seamlessly updated or added in LeadConnector. This automation not only reduces manual data entry but also ensures that all customer information is accurately and consistently stored in LeadConnector.
- When this happens...New Customer
New Customer from jobprogress
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
- Free forever for core features
- 14 day trial for premium features & apps
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
In PipelineRequired
Moved to Stage
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
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
