Leap CRM + NiceJob

Leap CRM + NiceJob integrations

"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.

When this happens...
New CustomerNew Customer from jobprogress
TriggerPolling
automatically do this!
Create or Update PersonCreates a new Person or updates an exisitng person with the given email.
ActionWrite

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More things you can do with Leap CRM and NiceJob

Discover other triggers and actions you can use with Leap CRM and NiceJob

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
Person Created or Updated
Triggers when a new person is created or an existing person is updated.
Trigger
Instant
Try It
- Person ID
  Required
- Employee IDs
- Name
- Amount
- Scheduled At
- Complete
- Completed At
- Tags
Action
Write

- Email
  Required
- First Name
- Last Name
- Phone Number
- Position
Action
Write
- Email
  Required
- First Name
- Last Name
- Phone Number
- Address
- City
- Country
- State
- Unit
- Zip Code
- Company
- Position
Action
Write

- Booking ID
  Required
- Invoice ID
- Person ID
  Required
- Employee IDs
- Name
- Amount
- Scheduled At
- Complete
- Completed At
- Tags
Action
Write
- Email
  Required
Action
Search

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
Review Created or Updated
Triggers when a new review is created or an existing review is updated.
Trigger
Instant
Try It
- Person ID
  Required
- Employee IDs
- Name
- Description
- Status
- Completed At
- Tags
Action
Write
- Person IDs
  Required
- Subtotal
- Discount
- Tax
- Total
  Required
- Balance
  Required
- Paid
- Status
- Tags
Action
Write
- Person IDs
  Required
- Invoice IDs
- Amount
  Required
- Description
- Status
- Tags
Action
Write
- Campaign ID
- Email
  Required
- Phone Number
- First Name
- Last Name
- Company
- Position
Action
Write

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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Related categories

CRM (Customer Relationship Management)

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About NiceJob

NiceJob is a platform that helps you get more customer reviews and build a great reputation online.

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