Leap CRM + Popl
Create leads in Leap CRM from new contacts in your Popl account
Effortlessly manage your potential clients with this seamless workflow. When a new contact is added to your Popl account, that information is instantly converted into a lead within the Leap CRM app. This automated process ensures you never miss an opportunity, improving productivity and efficiency in your lead management.
Effortlessly manage your potential clients with this seamless workflow. When a new contact is added to your Popl account, that information is instantly converted into a lead within the Leap CRM app. This automated process ensures you never miss an opportunity, improving productivity and efficiency in your lead management.
- When this happens...New Lead
Triggers when you collect a new lead via Popl
- automatically do this!Create Lead
Creates a Lead on the APP
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- 14 day trial for premium features & apps
Lead TypeRequired
Try ItNew 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
Lead TypeRequired
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
