Leap CRM + PostgreSQL
Create new rows in PostgreSQL for every new lead in Leap CRM
Ensure the efficient transfer of new leads from your Leap CRM app directly to your PostgreSQL database. This workflow promptly creates a new row in PostgreSQL each time a new lead is detected in Leap CRM. Designed to streamline your data management, it eliminates manual data entry and improves the speed and reliability of your lead tracking process.
Ensure the efficient transfer of new leads from your Leap CRM app directly to your PostgreSQL database. This workflow promptly creates a new row in PostgreSQL each time a new lead is detected in Leap CRM. Designed to streamline your data management, it eliminates manual data entry and improves the speed and reliability of your lead tracking process.
- When this happens...New Lead
New Lead from JobProgress
- automatically do this!New Row
Triggers when you add a new row.
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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
Table/ViewRequired
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
Table/ViewRequired
Order By
Dedupe Key
Try It
