Leap CRM + NiceJob
"manage new Leap CRM customers by creating or updating persons in NiceJob"
Effortlessly manage your client base with this Leap CRM and NiceJob automation. When a new customer is added in Leap CRM, this workflow creates or updates a person in NiceJob. Stay organized and keep track of your clientele in real time, allowing you to focus on providing top-notch services.
Effortlessly manage your client base with this Leap CRM and NiceJob automation. When a new customer is added in Leap CRM, this workflow creates or updates a person in NiceJob. Stay organized and keep track of your clientele in real time, allowing you to focus on providing top-notch services.
- When this happens...New Customer
New Customer from jobprogress
- automatically do this!Create or Update Person
Creates a new Person or updates an exisitng person with the given email.
- 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
Person Created or Updated
Triggers when a new person is created or an existing person is updated.
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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
Review Created or Updated
Triggers when a new review is created or an existing review is updated.
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