Leap CRM + Paperless Forms
Create new Leap CRM leads from Paperless Forms entries
Effortlessly manage your leads by connecting your Paperless Forms entries with Leap CRM. With this workflow, every time you receive a new entry in Paperless Forms, a lead will be created in Leap CRM, simplifying your lead management and saving you time. Focus on converting those leads into sales while this automation handles the data transfer for you.
Effortlessly manage your leads by connecting your Paperless Forms entries with Leap CRM. With this workflow, every time you receive a new entry in Paperless Forms, a lead will be created in Leap CRM, simplifying your lead management and saving you time. Focus on converting those leads into sales while this automation handles the data transfer for you.
- When this happens...New Entry (Rest)
Triggers when a new entry is submitted.
- automatically do this!Create Lead
Creates a Lead on the APP
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Form Name
Try ItNew 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
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
