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LeadConnector + Leap

LeadConnector + Leap

LeadConnector + Leap integrations

Send documents from Leap and add or update contacts in LeadConnector

Stay on top of your customer relationship management with this streamlined workflow. When a document is sent in Leap, it immediately adds or updates the corresponding contact data in LeadConnector. This continuous updating ensures your data stays fresh and accurate without manual input, saving you time and improving your efficiency. A perfect solution for businesses looking to streamline their customer data management.

  1. When this happens...
    Document Sent
    Document Sent
    Document SentTriggers when a new PDF file is sent.
    TriggerInstant
  2. automatically do this!
    Add/Update Contact
    Add/Update Contact
    Add/Update ContactAdds or updates an existing contact.
    ActionWrite
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More things you can do with Leap and LeadConnector

Discover other triggers and actions you can use with Leap and LeadConnector

  • Leap triggers, actions, and search
    Document Sent

    Triggers when a new PDF file is sent.

    Trigger
    Instant
    Try It
  • Leap triggers, actions, and search
    Transaction Complete

    Triggers when a new credit card or e-check transaction is completed.

    Trigger
    Instant
    Try It
    • First Name
    • Last Name
    • Full Name
    • Phone Number
    • Email
    • Address
    • City
    • State
    • Postal Code
    • Tags (comma delimited string for multiple tags)
    • Source
    • Mark as Lead
      Required
    • Notes
    • Business Name
    • Country
    • Date of Birth
    Action
    Write
    • Workflow ID
      Required
    • First Name
    • Last Name
    • Full Name
    • Phone Number
    • Email
    • Address
    • City
    • State
    • Postal Code
    • Tags (comma delimited string for multiple tags)
    • Source
    • Lead Source
    • Notes
    • Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
    Action
    Write
  • Leap triggers, actions, and search
    Results Sent

    Triggers when a user results an estimate.

    Trigger
    Instant
    Try It
    • In Pipeline
      Required
    • Moved to Stage
    Trigger
    Instant
    Try It
    • First Name
    • Last Name
    • Full Name
    • Phone Number
    • Email
    • Address
    • City
    • State
    • Country
    • Postal Code
    • Tags (comma delimited string for multiple tags)
    • Source
    • Mark as Lead
      Required
    • Notes
    • Select Pipeline
      Required
    • Select Stage
      Required
    • Assign to User
    Action
    Write
    • Phone Number
    • Email
    • First Name
    • Last Name
    • Full Name
    Action
    Write
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About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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About Leap
Leap is a digital estimating, contracting, and communication tool designed specifically for the home services space.
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