Leap CRM + PandaDoc
Create or update PandaDoc contacts when new customers are added in Leap CRM
Simplify your workflow by instantly updating your PandaDoc contact list when new customers are added in Leap CRM. This seamless integration ensures that your documents and contracts align with your growing customer base, increasing efficiency in your business operations. This automation helps you save time, reduce manual data entry and ensure consistency in customer information across both platforms.
Simplify your workflow by instantly updating your PandaDoc contact list when new customers are added in Leap CRM. This seamless integration ensures that your documents and contracts align with your growing customer base, increasing efficiency in your business operations. This automation helps you save time, reduce manual data entry and ensure consistency in customer information across both platforms.
- When this happens...New Customer
New Customer from jobprogress
- automatically do this!Create or Update Contact
Create a new contact or update an existing one.
- 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
Source
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
Source
Document Status
Try It
