Leap CRM + Podium

Leap CRM + Podium integrations

Send messages in Podium when new customers are added in Leap CRM

This workflow begins when a new customer is added inside Leap CRM, leading to a message being sent in the Podium app. This setup enhances customer service by promptly communicating with the newest members of your user base, ensuring they feel noticed and involved immediately after sign-up. Boost your brand's efficiency and communication prowess with this simple, customer-centric automation.

When this happens...
New CustomerNew Customer from jobprogress
TriggerPolling
automatically do this!
Send MessageSend a Message.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Leap CRM and Podium

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

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
- Status
Trigger
Polling
Try It
New Paid Invoice
Triggers when an invoice is paid by the contact via the invoice link. Marking an invoice as paid in the app will not fire this trigger.
Trigger
Polling
Try It

New Review
Triggers when a customer submits a review for your business from a Podium review invite.
Trigger
Polling
Try It
- Location
  Required
- Invoice Uid
  Required
- Note
  Required
Action
Write

- Data Feed Uid
  Required
- Location
  Required
- Custom
Action
Write
- Location
  Required
- Invoice
  Required
- Note
- Reason
  Required
- Amount
  Required
- Payment Unique Identifer
  Required
Action
Write

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
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Refunded Invoice
Triggers when there is a refund on an invoice.
Trigger
Polling
Try It
New Review Invite
Triggers when a new review invite is created.
Trigger
Polling
Try It
- AccountUid
- Messenger Channel
  Required
- Customer Name
  Required
- Invoice Number
- Amount
  Required
- Description
- Location
  Required
- Card Reader
Action
Write
- Data Feed Uid
  Required
- Number of Events
  Required
Action
Write
- Body
  Required
- Messenger Channel
  Required
- Channel Type
  Required
- Contact Name
- Location
  Required
- Sender Name
- Subject
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.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Podium

Podium is a messaging platform that helps you get more reviews, collect payments, send SMS campaigns, and centralize your communications

Learn moreLearn moreHelpHelp

Related categories

Communication