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Leap CRM + monday.com

Leap CRM + monday.com

Leap CRM + monday.com integrations

Create new monday.com items from new Leap CRM leads

Easily manage your new leads with this seamless workflow between Leap CRM and monday.com. As soon as a New Lead is detected in Leap CRM, an item is instantly created in your monday.com board. This ensures a consistent transfer of information, saving you time on manual data entry, and allows you to act quickly on new opportunities.

  1. When this happens...
    New Lead
    New Lead
    New LeadNew Lead from JobProgress
  2. automatically do this!
    Create Item
    Create Item
    Create ItemCreate a new Item in a board
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More things you can do with Leap CRM and monday.com

Discover other triggers and actions you can use with Leap CRM and monday.com

  • Leap CRM triggers, actions, and search
    New Customer

    New Customer from jobprogress

    Trigger
    Polling
    Try It
    • Lead Id
    • Job Id / Job Number (8888-9999-01)
    • Documents List
      Required
    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
    • Salesman / Customer Rep
    • Job Rep / Estimator
    • Job Description
    • Referral
    Action
    Write
    • Board ID
      Required
    Trigger
    Instant
    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
    • Item_created_in_board_copy
    • Board ID
      Required
    Trigger
    Instant
    Try It
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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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monday logo
About monday.com
monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
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Related Zap Templates

  • Create leads in Leap CRM from new items in monday.com boards